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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
2201	BFS Bare Financial Services Gap, Pennsylvania	$107K	+$16.1K	7	0.02%	Increased
2202	MMCM Murphy & Mullick Capital Management Smithtown, New York	$107K	-$21.7K	3	0.07%	Reduced
2203	CA Crewe Advisors Salt Lake City, Utah	$107K	+$23K	5	0.01%	Increased
2204	PWA Physician Wealth Advisors Midvale, Utah	$107K	+$33.9K	8	0.01%	Increased
2205	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$106K	+$11.7K	1	0.02%	Increased
2206	VFM Vision Financial Markets Stamford, Connecticut	$105K	+$30.6K	2	0.09%	Increased
2207	MCM Morton Capital Management Calabasas, California	$104K	+$129K	1	0.01%	New
2208	ACS Archford Capital Strategies Swansea, Illinois	$103K	+$109K	1	0.01%	New
2209	OCA Optimus Capital Advisors Coppel, Texas	$103K	+$109K	1	0.06%	New
2210	1M 1248 Management Kansas City, Missouri	$98.8K	+$37.5K	2	0.04%	Increased
2211	Capital Advisors Inc Tulsa, Oklahoma	$95.1K	+$118K	1	0%	New
2212	SFG Strive Financial Group Carmel, Indiana	$94.7K	+$5.85K	3	0.04%	Increased
2213	GWM GDS Wealth Management Flower Mound, Texas	$94.6K	$0	1	0%	Maintained
2214	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$93.8K	+$74.9K	2	0.02%	New
2215	First Command Advisory Services Fort Worth, Texas	$93.7K	+$78.7K	4	0%	Increased
2216	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$87.7K	+$53.7K	7	0.01%	Increased
2217	GCM Gladstone Capital Management London, United Kingdom	$85.8K	$0	1	0.01%	Maintained
2218	RAM Ramirez Asset Management New York	$85.8K	-$44.6K	1	0.01%	Reduced
2219	MCA Midwest Capital Advisors Grand Rapids, Michigan	$84.8K	$0	1	0.03%	Maintained
2220	MIM Marshall Investment Management Littleton, Colorado	$84.8K	+$25.1K	5	0.04%	Increased
2221	TFM TFC Financial Management Boston, Massachusetts	$83.8K	$0	5	0.01%	Maintained
2222	CSC Caldwell Sutter Capital Sausalito, California	$83.5K	$0	2	0.03%	Maintained
2223	CFM Cornerstone Financial Management Burlington, Massachusetts	$83.4K	+$27.6K	5	0.07%	Increased
2224	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$82.4K	$0	2	0.01%	Maintained
2225	KFI Key Financial Inc West Chester, Pennsylvania	$78.6K	$0	4	0.01%	Maintained