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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	FFL Financial Freedom LLC Cincinnati, Ohio	$560	+$3	1	0%	Increased
1052	WAS Winch Advisory Services Appleton, Wisconsin	$548	$0	1	0%	Maintained
1053	BCM Bourgeon Capital Management Darien, Connecticut	$537	+$126	1	0%	Increased
1054	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$509	$0	2	0%	Maintained
1055	Jones Financial Companies Des Peres, Missouri	$496	+$492	1	0%	New
1056	BCH Berkshire Capital Holdings San Jose, California	$450	$0	1	0%	Maintained
1057	CA Crewe Advisors Salt Lake City, Utah	$423	-$207	2	0%	Reduced
1058	VL Vima LLC Troy, Michigan	$414	+$411	1	0%	New
1059	AFG Albion Financial Group Salt Lake City, Utah	$409	-$442	1	0%	Reduced
1060	FSWA Financial Synergies Wealth Advisors Houston, Texas	$381	+$78	1	0%	Increased
1061	ANBT American National Bank & Trust Wichita Falls, Texas	$360	-$679	1	0%	Reduced
1062	CB CNB Bank Clearfield, Pennsylvania	$359	$0	1	0%	Maintained
1063	DWA Delos Wealth Advisors Dallas, Texas	$342	$0	1	0%	Maintained
1064	NCM Northwest Capital Management Lake Oswego, Oregon	$342	$0	1	0%	Maintained
1065	SNB Security National Bank Omaha, Nebraska	$342	+$340	1	0%	New
1066	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$338	$0	2	0%	Maintained
1067	NMG New Millennium Group Sandy, Utah	$325	$0	1	0%	Maintained
1068	NF Norwood Financial Honesdale, Pennsylvania	$307	-$363	1	0%	Reduced
1069	LCM Logan Capital Management Newtown Square, Pennsylvania	$270	$0	1	0%	Maintained
1070	BC Barrett & Company Providence, Rhode Island	$264	$0	2	0%	Maintained
1071	CFD Creative Financial Designs Kokomo, Indiana	$262	$0	1	0%	Maintained
1072	HIA Harbor Investment Advisory Lutherville, Maryland	$262	$0	1	0%	Maintained
1073	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$262	+$218	1	0%	New
1074	ACA Atlas Capital Advisors Jackson, Wyoming	$256	$0	1	0%	Maintained
1075	MLA MB, Levis & Associates Center Valley, Pennsylvania	$236	$0	1	0%	Maintained