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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
2301	CCMI Creative Capital Management Investments San Diego, California	$29.7K	+$28.3K	5	0.01%	New
2302	CWP Clark Wealth Partners O'fallon, Illinois	$29.5K	+$21K	4	0.02%	Increased
2303	MCM MV Capital Management Bethesda, Maryland	$29.3K	+$6.07K	6	0%	Increased
2304	CJ Caitlin John Brighton, Michigan	$29.1K	-$8.35K	3	0.02%	Reduced
2305	HWP Highline Wealth Partners Sherman Oaks, California	$28.7K	+$3.46K	6	0.01%	Increased
2306	ATC Adirondack Trust Company Saratoga Springs, New York	$28.6K	+$27.6K	2	0.01%	New
2307	LAS Lloyd Advisory Services Suwanee, Georgia	$28.3K	-$556K	1	0.01%	Reduced
2308	MIM MTM Investment Management Spartanburg, South Carolina	$27.9K	+$1.29K	1	0.01%	Increased
2309	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$27.5K	+$32.7K	3	0.01%	Increased
2310	Manning & Napier Advisors Fairport, New York	$27.4K	+$18.3K	5	0%	Increased
2311	KG Kilter Group Rhinebeck, New York	$27.4K	+$7.04K	6	0.01%	Increased
2312	AFC Ares Financial Consulting Calabasas, California	$27K	+$11.5K	4	0.02%	Increased
2313	1CP 1015 Capital Partners Pottstown, Pennsylvania	$26.7K	+$15.4K	5	0.02%	Increased
2314	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$26.3K	+$13K	3	0.02%	Increased
2315	DWM Darwin Wealth Management Tampa, Florida	$26K	+$39	3	0.01%	Increased
2316	QPBE Quintet Private Bank (Europe) Luxembourg	$25.7K	+$27.2K	1	0%	New
2317	KFA Kelleher Financial Advisors New York	$25.5K	+$26.5K	1	0%	New
2318	NECFA New England Capital Financial Advisors Meriden, Connecticut	$25.4K	$0	2	0.01%	Maintained
2319	SIM Synergy Investment Management Altamonte Springs, Florida	$25.3K	+$4.13K	3	0.01%	Increased
2320	JWM JPL Wealth Management Highlands Ranch, Colorado	$25.1K	+$5.02K	7	0.01%	Increased
2321	CWM Copia Wealth Management Bend, Oregon	$25K	+$611	4	0.02%	Increased
2322	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$24.1K	+$1.09K	4	0%	Increased
2323	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$23.7K	+$8.92K	3	0.02%	Increased
2324	AT Arlington Trust Birmingham, Alabama	$23.6K	+$2.1K	2	0%	Increased
2325	PWA Principia Wealth Advisory Dallas, Texas	$21.8K	+$2K	6	0.01%	Increased