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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
1051	AA Addison Advisors Middlebury, Vermont	$1K	$0	1	0%	Maintained
1052	ATC Adirondack Trust Company Saratoga Springs, New York	$1K	$0	1	0%	Maintained
1053	ACM AUA Capital Management Camp Hill, Pennsylvania	$1K	-$663	1	0%	Reduced
1054	AW Avion Wealth The Woodlands, Texas	$1K	$0	1	0%	Maintained
1055	BWA BDO Wealth Advisors Jacksonville, Florida	$1K	$0	1	0%	Maintained
1056	Bogart Wealth LLC Mclean, Virginia	$1K	+$895	2	0%	Increased
1057	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1K	$0	1	0%	Maintained
1058	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1059	CWM Cedar Wealth Management Walnut Creek, California	$1K	$0	1	0%	Maintained
1060	CHC City Holding Co Charleston, West Virginia	$1K	$0	1	0%	Maintained
1061	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	$0	1	0%	Maintained
1062	GIA GHP Investment Advisors Denver, Colorado	$1K	+$1.87K	2	0%	Increased
1063	GWA Gibson Wealth Advisors Tyler, Texas	$1K	$0	1	0%	Maintained
1064	HNWAG High Net Worth Advisory Group Naples, Florida	$1K	$0	1	0%	Maintained
1065	JWBC John W. Brooker & Co Oakland, California	$1K	$0	1	0%	Maintained
1066	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1K	-$15.9K	1	0%	Reduced
1067	LF Lee Financial Dallas, Texas	$1K	-$144	2	0%	Reduced
1068	LS Leelyn Smith Geneva, Illinois	$1K	$0	1	0%	Maintained
1069	MWA Moser Wealth Advisors Bellevue, Washington	$1K	+$875	1	0%	New
1070	NF Norwood Financial Honesdale, Pennsylvania	$1K	$0	1	0%	Maintained
1071	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1072	PGAM Princeton Global Asset Management Princeton, New Jersey	$1K	$0	2	0%	Maintained
1073	RA Rise Advisors Rochester, New York	$1K	$0	1	0%	Maintained
1074	RF Robbins Farley Bedford, New Hampshire	$1K	+$1.48K	1	0%	New
1075	TCM TD Capital Management Memphis, Tennessee	$1K	+$1.46K	1	0%	New