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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
951	KA Kozak & Associates Highlands Ranch, Colorado	$10.5K	$0	1	0%	Maintained
952	CPG Cornerstone Planning Group Fairfield, New Jersey	$10.3K	$0	2	0%	Maintained
953	LWA Lowe Wealth Advisors Columbia, Maryland	$10.1K	$0	1	0.01%	Maintained
954	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$10K	$0	2	0.01%	Maintained
955	DJSG D.J. St. Germain Springfield, Massachusetts	$9.09K	-$20	3	0%	Reduced
956	BLC Brown, Lisle/Cummings Providence, Rhode Island	$9K	-$132K	1	0%	Reduced
957	AIC Archer Investment Corporation Carmel, Indiana	$8.99K	$0	2	0%	Maintained
958	Farmers & Merchants Investments Inc Lincoln, Nebraska	$8.73K	$0	6	0%	Maintained
959	CB Community Bank Dewitt, New York	$8.7K	$0	1	0%	Maintained
960	A AJOVista Boston, Massachusetts	$8.54K	+$5.78K	1	0.01%	New
961	HWM HighMark Wealth Management St. Paul, Minnesota	$8.38K	$0	2	0.01%	Maintained
962	Exchange Traded Concepts Oklahoma City, Oklahoma	$8.28K	+$6.06K	1	0%	Increased
963	LFA LGT Financial Advisors Dallas, Texas	$8.11K	-$5.27K	2	0.01%	Reduced
964	RWM Ruedi Wealth Management Champaign, Illinois	$7.34K	$0	1	0%	Maintained
965	BC Belmont Capital Los Angeles, California	$7.11K	$0	1	0%	Maintained
966	CB Centennial Bank Conway, Arkansas	$7.11K	-$213K	1	0%	Reduced
967	TIM Tortoise Investment Management White Plains, New York	$7.06K	$0	2	0%	Maintained
968	CAL Capital Advisors Ltd Shaker Heights, Ohio	$7K	+$5.93K	1	0%	New
969	TWM Tradition Wealth Management Edina, Minnesota	$7K	$0	1	0%	Maintained
970	VF VitalStone Financial Shavano Park, Texas	$7K	+$7.19K	1	0.01%	New
971	Salem Investment Counselors Winston Salem, North Carolina	$6.94K	-$4.49K	2	0%	Reduced
972	Arax Advisory Partners Denver, Colorado	$6.92K	-$7.34K	2	0%	Reduced
973	Smartleaf Asset Management Boston, Massachusetts	$6.13K	+$6.19K	2	0%	New
974	APC Aspire Private Capital Cornelius, North Carolina	$6.09K	+$10	2	0%	Increased
975	ZB Zions Bancorporation Salt Lake City, Utah	$5.96K	+$156	1	0%	Increased