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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
1076	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	$0	1	0%	Maintained
1077	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
1078	CI Cordant Inc Portland, Oregon	$1K	+$607	1	0%	New
1079	DWA Delos Wealth Advisors Dallas, Texas	$1K	$0	1	0%	Maintained
1080	DAM Delta Asset Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1081	FWM Filbrandt Wealth Management Middleton, Wisconsin	$1K	+$883	1	0%	Increased
1082	FEG Financial Enhancement Group Anderson, Indiana	$1K	$0	1	0%	Maintained
1083	First Command Advisory Services Fort Worth, Texas	$1K	+$581	1	0%	New
1084	GC Globeflex Capital San Diego, California	$1K	$0	1	0%	Maintained
1085	JWBC John W. Brooker & Co Oakland, California	$1K	$0	1	0%	Maintained
1086	MI Markston International White Plains, New York	$1K	$0	1	0%	Maintained
1087	NSB Norway Savings Bank Portland, Maine	$1K	-$232	1	0%	Reduced
1088	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1089	PWM Prentice Wealth Management Rochester, New York	$1K	$0	1	0%	Maintained
1090	PGAM Princeton Global Asset Management Princeton, New Jersey	$1K	$0	2	0%	Maintained
1091	SL Savior LLC Wellesley Hills, Massachusetts	$1K	-$3.79K	1	0%	Reduced
1092	SFA Semmax Financial Advisors Winston Salem, North Carolina	$1K	$0	1	0%	Maintained
1093	TFO Tarbox Family Office Newport Beach, California	$1K	$0	1	0%	Maintained
1094	TF Tompkins Financial Ithaca, New York	$1K	+$1.16K	1	0%	New
1095	WAS Winch Advisory Services Appleton, Wisconsin	$1K	+$1.2K	1	0%	New
1096	BFG Baron Financial Group Fair Lawn, New Jersey	$981	$0	1	0%	Maintained
1097	6M 6 Meridian Wichita, Kansas	$0	-$211K	0	–	Closed
1098	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.31M	0	–	Closed
1099	ALPS Advisors Denver, Colorado	$0	-$1.67M	0	–	Closed
1100	Altshuler Shaham Tel Aviv, Israel	$0	-$66K	0	–	Closed