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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
1001	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$30K	-$32.6K	2	0.01%	Reduced
1002	Washington Trust Westerly, Rhode Island	$30K	+$30.4K	1	0%	Increased
1003	Covington Capital Management Los Angeles, California	$27K	-$1.49K	2	0%	Reduced
1004	1832 Asset Management Toronto, Ontario, Canada	$26K	-$6.2M	2	0%	Reduced
1005	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$26K	+$19.4K	5	0.01%	Increased
1006	PB Pinnacle Bancorp Beatrice, Nebraska	$25K	-$21.4K	1	0.01%	Reduced
1007	SWM Sugarloaf Wealth Management Duluth, Georgia	$25K	$0	2	0.01%	Maintained
1008	TCI Wealth Advisors Tucson, Arizona	$25K	+$15.9K	6	0.01%	Increased
1009	Allworth Financial Folsom, California	$24K	-$17.2K	2	0%	Reduced
1010	HWM HighMark Wealth Management St. Paul, Minnesota	$24K	+$4.17K	4	0.02%	Increased
1011	Jones Financial Companies Des Peres, Missouri	$24K	+$16.3K	3	0%	Increased
1012	RIM Rockbridge Investment Management Syracuse, New York	$24K	+$25.6K	2	0%	Increased
1013	SIM Sonora Investment Management Tucson, Arizona	$24K	+$25K	1	0%	New
1014	BG Bollard Group Boston, Massachusetts	$23K	$0	1	0%	Maintained
1015	MassMutual Private Wealth & Trust Windsor, Connecticut	$23K	$0	2	0%	Maintained
1016	SCA Stonebridge Capital Advisors St Paul, Minnesota	$23K	+$22.6K	3	0%	New
1017	Montag & Associates Atlanta, Georgia	$22K	$0	2	0%	Maintained
1018	Arkadios Wealth Advisors Atlanta, Georgia	$21K	+$4.14K	2	0%	Increased
1019	Huntington National Bank Columbus, Ohio	$21K	+$3.06K	2	0%	Increased
1020	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$20K	$0	1	0.02%	Maintained
1021	GWS Glassman Wealth Services Vienna, Virginia	$20K	+$13.2K	4	0%	Increased
1022	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$19K	$0	2	0%	Maintained
1023	EP Eudaimonia Partners Winchester, Tennessee	$19K	+$19.8K	3	0%	New
1024	CWA Clearview Wealth Advisors Salem, Oregon	$18K	+$3.06K	1	0.01%	Increased
1025	PCC Park Circle Company Baltimore, Maryland	$18K	+$18.5K	1	0.02%	New