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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	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$23K	$0	4	0.01%	Maintained
1077	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$23K	+$18.5K	2	0%	Increased
1078	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$23K	$0	5	0%	Maintained
1079	LCM Logan Capital Management Newtown Square, Pennsylvania	$23K	+$19.3K	2	0%	New
1080	NL NVWM LLC Yardley, Pennsylvania	$23K	+$7.55K	2	0.01%	Increased
1081	TCWM Total Clarity Wealth Management St. Charles, Illinois	$23K	$0	1	0.01%	Maintained
1082	CWA Clearview Wealth Advisors Salem, Oregon	$22K	-$3.19K	1	0.01%	Reduced
1083	SCA Stonebridge Capital Advisors St Paul, Minnesota	$22K	$0	3	0%	Maintained
1084	AWM Accel Wealth Management Waverly, Iowa	$21K	$0	3	0.01%	Maintained
1085	FFWM Future Financial Wealth Management Cincinnati, Ohio	$21K	+$19.2K	1	0.02%	New
1086	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$21K	+$1.37K	2	0.01%	Increased
1087	Washington Trust Westerly, Rhode Island	$21K	-$1K	2	0%	Reduced
1088	ACA Atlas Capital Advisors Jackson, Wyoming	$20.7K	$0	2	0%	Maintained
1089	PP PFS Partners Mine Hill, New Jersey	$20.1K	+$18.5K	2	0.01%	New
1090	GWSG GPS Wealth Strategies Group Centennial, Colorado	$20K	$0	2	0%	Maintained
1091	SC Stephens Consulting Flint, Michigan	$18.7K	+$17.5K	1	0.02%	New
1092	SWA Sutton Wealth Advisors Tampa, Florida	$18.1K	-$2.53K	4	0.01%	Reduced
1093	JWM Janiczek Wealth Management Denver, Colorado	$18K	-$3.11K	3	0.01%	Reduced
1094	LF Lee Financial Dallas, Texas	$18K	+$14.2K	3	0%	Increased
1095	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$16K	+$5.38K	5	0%	Increased
1096	Level Four Advisory Services Dallas, Texas	$16K	+$14.6K	1	0%	New
1097	RAM Riggs Asset Management Dallas, Pennsylvania	$16K	$0	1	0%	Maintained
1098	T TOBAM Paris, France	$16K	-$33K	1	0%	Reduced
1099	AIM Anchor Investment Management Columbia, South Carolina	$15.4K	-$36.5K	1	0%	Reduced
1100	LPWM Lake Point Wealth Management Rockwall, Texas	$15K	$0	2	0.01%	Maintained