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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2026	GWM Gilpin Wealth Management Denver, Colorado	$7.2K	+$2.75K	2	0.01%	Increased
2027	ECM Estabrook Capital Management New York	$7.15K	$0	1	0%	Maintained
2028	SC Sawyer & Company Boston, Massachusetts	$7.15K	+$6.87K	1	0%	New
2029	MLA MB, Levis & Associates Center Valley, Pennsylvania	$7.03K	+$5.49K	1	0%	New
2030	First Command Advisory Services Fort Worth, Texas	$6.48K	+$5.9K	3	0%	New
2031	HC Hurley Capital New York	$6.3K	$0	1	0%	Maintained
2032	1CP 1015 Capital Partners Pottstown, Pennsylvania	$6.09K	+$3.18K	4	0.01%	Increased
2033	HIA Harbor Investment Advisory Lutherville, Maryland	$5.96K	+$1.83K	3	0%	Increased
2034	FNWA Financial Network Wealth Advisors Murray, Utah	$5.93K	+$1.42K	2	0.01%	Increased
2035	SC Swan Capital Pensacola, Florida	$5.89K	+$2.73K	3	0%	Increased
2036	Montag & Associates Atlanta, Georgia	$5.82K	-$312	3	0%	Reduced
2037	RIAS Rachor Investment Advisory Services Linden, Michigan	$5.73K	-$293	4	0%	Reduced
2038	PWM Peterson Wealth Management Sparks, Nevada	$5.63K	+$7.3K	1	0%	New
2039	HC Hara Capital Bellevue, Washington	$5.63K	$0	1	0%	Maintained
2040	SFS Sunrise Financial Services Burien, Washington	$5.3K	$0	1	0%	Maintained
2041	HIA HFM Investment Advisors Glassboro, New Jersey	$5.29K	-$2.5K	3	0%	Reduced
2042	Manning & Napier Advisors Fairport, New York	$5.09K	+$4.24K	1	0%	Increased
2043	BGAI Bruce G. Allen Investments Denver, Colorado	$5K	+$3.46K	4	0%	Increased
2044	AA Addison Advisors Middlebury, Vermont	$4.89K	$0	1	0%	Maintained
2045	NF Napier Financial Braintree, Massachusetts	$4.83K	+$5K	2	0%	New
2046	PIS POM Investment Strategies Raleigh, North Carolina	$4.72K	+$3.64K	2	0.01%	Increased
2047	GA GoalVest Advisory New York	$4.6K	+$5.96K	1	0%	New
2048	TC Trust Company Manhattan, Kansas	$4.35K	$0	4	0%	Maintained
2049	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$4.23K	$0	1	0%	Maintained
2050	FRA Front Row Advisors Tiburon, California	$4.02K	$0	1	0%	Maintained