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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
626	BWA Burt Wealth Advisors North Bethesda, Maryland	$10K	+$9.04K	1	0.01%	New
627	FWM Focused Wealth Management Newburgh, New York	$10K	$0	4	0.01%	Maintained
628	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$10K	$0	1	0%	Maintained
629	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$10K	+$988	1	0.01%	Increased
630	Benjamin F. Edwards & Company St. Louis, Missouri	$9K	-$3.95K	2	0%	Reduced
631	Quadrant Capital Group Cincinnati, Ohio	$9K	+$3.28K	3	0.01%	Increased
632	TFA Transamerica Financial Advisors St. Petersburg, Florida	$9K	+$6.96K	1	0%	New
633	WA WealthTrust-Arizona Scottsdale, Arizona	$9K	-$1.43K	1	0.01%	Reduced
634	FIB First Interstate Bank Billings, Montana	$8K	+$89	3	0%	Increased
635	KC Kingfisher Capital Charlotte, North Carolina	$8K	+$8.55K	1	0%	New
636	Advisory Services Network Atlanta, Georgia	$7K	+$4.69K	4	0%	Increased
637	CFN Cordasco Financial Network Naples, Florida	$7K	$0	1	0.01%	Maintained
638	HR Howe & Rusling Rochester, New York	$7K	$0	1	0%	Maintained
639	PCP Proficio Capital Partners Newton, Massachusetts	$7K	+$6.96K	1	0.01%	New
640	UMA USA Mutuals Advisors Dallas, Texas	$7K	+$821	2	0%	Increased
641	AFP Ausdal Financial Partners Davenport, Iowa	$5K	+$5.38K	1	0%	New
642	Colony Group Boston, Massachusetts	$5K	+$5.18K	1	0%	New
643	JFA JNBA Financial Advisors Bloomington, Minnesota	$5K	$0	1	0%	Maintained
644	MTIP Magee Thomson Investment Partners San Diego, California	$5K	-$1.56K	1	0%	Reduced
645	PSI Pinnacle Summer Investments Fairfax, Virginia	$5K	+$442	3	0%	Increased
646	PG Patten Group Chattanooga, Tennessee	$4.65K	+$3.76K	1	0%	New
647	RWM Raffa Wealth Management Washington, District of Columbia	$4.18K	$0	5	0%	Maintained
648	Brown Brothers Harriman & Co New York	$4K	$0	1	0%	Maintained
649	Farmers & Merchants Investments Inc Lincoln, Nebraska	$4K	$0	1	0%	Maintained
650	OC Oakworth Capital Birmingham, Alabama	$4K	$0	2	0%	Maintained