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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	VNA Valley National Advisers Bethlehem, Pennsylvania	$17K	+$9.65K	2	0%	Increased
1002	LWM Liberty Wealth Management Oakland, California	$16K	-$24.7K	2	0.01%	Reduced
1003	BC Burleson & Co Petaluma, California	$15K	+$13.5K	1	0%	New
1004	CB Community Bank Dewitt, New York	$15K	$0	1	0%	Maintained
1005	GCM Gables Capital Management Miami, Florida	$15K	+$14.1K	1	0.01%	New
1006	LFF Level Four Financial Dallas, Texas	$15K	+$13.3K	1	0.01%	New
1007	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$15K	$0	2	0.01%	Maintained
1008	Arax Advisory Partners Denver, Colorado	$14K	+$14.3K	3	0%	New
1009	CFO CVA Family Office Denver, Colorado	$14K	+$11.2K	3	0%	Increased
1010	GWSG GPS Wealth Strategies Group Centennial, Colorado	$14K	+$11.1K	2	0%	Increased
1011	LPWM Lake Point Wealth Management Rockwall, Texas	$14K	+$14.1K	2	0.01%	New
1012	TCWA Ten Capital Wealth Advisors Spokane, Washington	$14K	+$10K	3	0%	Increased
1013	CWP Concord Wealth Partners Abingdon, Virginia	$13K	+$7.27K	4	0%	Increased
1014	CMF Counterpoint Mutual Funds San Diego, California	$13K	+$11.8K	1	0.01%	New
1015	CPWM Cypress Point Wealth Management Dallas, Texas	$13K	+$11.9K	2	0.01%	New
1016	JWM Janiczek Wealth Management Denver, Colorado	$13K	+$3.65K	3	0%	Increased
1017	Jones Financial Companies Des Peres, Missouri	$13K	-$9.88K	2	0%	Reduced
1018	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$12K	$0	1	0.01%	Maintained
1019	ZB Zions Bancorporation Salt Lake City, Utah	$12K	-$212	1	0%	Reduced
1020	EWM Edge Wealth Management New York	$11K	$0	1	0%	Maintained
1021	PWMG Prestige Wealth Management Group Flemington, New Jersey	$11K	$0	2	0%	Maintained
1022	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$10K	+$4.7K	2	0%	Increased
1023	APC Aspire Private Capital Cornelius, North Carolina	$10K	+$1.53K	3	0%	Increased
1024	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$10K	+$8.97K	2	0%	New
1025	TCM Tradewinds Capital Management Bellingham, Washington	$10K	-$96	3	0%	Reduced