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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
1026	RA Rise Advisors Rochester, New York	$979	$0	1	0%	Maintained
1027	GIA GHP Investment Advisors Denver, Colorado	$962	$0	2	0%	Maintained
1028	AAG Armstrong Advisory Group Needham, Massachusetts	$932	-$2.47K	1	0%	Reduced
1029	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$928	$0	1	0%	Maintained
1030	Legacy Financial Group (Iowa) Des Moines, Iowa	$920	+$950	1	0%	New
1031	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$908	$0	1	0%	Maintained
1032	FGA Fortis Group Advisors Westwood, New Jersey	$897	+$947	1	0%	New
1033	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$897	+$814	1	0%	New
1034	PCFFS Pacific Center for Financial Services San Ramon, California	$894	+$32	1	0%	Increased
1035	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$823	+$4	1	0%	Increased
1036	SL Salomon & Ludwin Richmond, Virginia	$797	+$840	1	0%	New
1037	CHC City Holding Co Charleston, West Virginia	$751	$0	1	0%	Maintained
1038	AA Addison Advisors Middlebury, Vermont	$748	$0	1	0%	Maintained
1039	NF Norwood Financial Honesdale, Pennsylvania	$736	$0	1	0%	Maintained
1040	AFG Albion Financial Group Salt Lake City, Utah	$717	$0	1	0%	Maintained
1041	Bogart Wealth LLC Mclean, Virginia	$671	$0	2	0%	Maintained
1042	FFL Financial Freedom LLC Cincinnati, Ohio	$609	+$4	1	0%	Increased
1043	IA IFS Advisors Overland Park, Kansas	$598	$0	1	0%	Maintained
1044	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$533	$0	2	0%	Maintained
1045	CA Crewe Advisors Salt Lake City, Utah	$524	+$184	4	0%	Increased
1046	BCH Berkshire Capital Holdings San Jose, California	$473	$0	1	0%	Maintained
1047	MIM Macroview Investment Management Bethesda, Maryland	$472	+$469	1	0%	Increased
1048	BCM Bourgeon Capital Management Darien, Connecticut	$449	+$473	1	0%	New
1049	DWA Delos Wealth Advisors Dallas, Texas	$399	$0	1	0%	Maintained
1050	CB CNB Bank Clearfield, Pennsylvania	$393	$0	1	0%	Maintained