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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	Washington Trust Westerly, Rhode Island	$1.36K	+$250	1	0%	Increased
1052	GIA GHP Investment Advisors Denver, Colorado	$1.29K	$0	2	0%	Maintained
1053	FBC Fairfield, Bush & Co Darien, Connecticut	$1.2K	+$1.21K	2	0%	New
1054	PGAM Princeton Global Asset Management Princeton, New Jersey	$1.06K	$0	2	0%	Maintained
1055	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$1.03K	$0	1	0%	Maintained
1056	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1.01K	-$41	1	0%	Reduced
1057	ANBT American National Bank & Trust Wichita Falls, Texas	$1.01K	-$4.67K	3	0%	Reduced
1058	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
1059	Bogart Wealth LLC Mclean, Virginia	$992	$0	2	0%	Maintained
1060	PCFFS Pacific Center for Financial Services San Ramon, California	$961	$0	1	0%	Maintained
1061	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$911	+$4	1	0%	Increased
1062	SWM Sanctuary Wealth Management Pocatello, Idaho	$892	+$956	1	0%	New
1063	CHC City Holding Co Charleston, West Virginia	$836	+$4	1	0%	Increased
1064	AA Addison Advisors Middlebury, Vermont	$832	$0	1	0%	Maintained
1065	NF Norwood Financial Honesdale, Pennsylvania	$819	$0	1	0%	Maintained
1066	AFG Albion Financial Group Salt Lake City, Utah	$815	+$559	1	0%	New
1067	CQS Credential Qtrade Securities Vancouver,	$732	+$744	1	0%	New
1068	Mather Group Chicago, Illinois	$680	+$729	1	0%	New
1069	FFL Financial Freedom LLC Cincinnati, Ohio	$674	+$4	1	0%	Increased
1070	IA IFS Advisors Overland Park, Kansas	$665	$0	1	0%	Maintained
1071	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$605	$0	2	0%	Maintained
1072	IPW Impact Partnership Wealth Marietta, Georgia	$501	+$514	2	0%	New
1073	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$451	$0	2	0%	Maintained
1074	CB CNB Bank Clearfield, Pennsylvania	$437	$0	1	0%	Maintained
1075	BCH Berkshire Capital Holdings San Jose, California	$425	$0	1	0%	Maintained