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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	Washington Trust Westerly, Rhode Island	$1.03K	+$56	1	0%	Increased
1077	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
1078	AA Addison Advisors Middlebury, Vermont	$982	-$663	1	0%	Reduced
1079	CHC City Holding Co Charleston, West Virginia	$982	$0	1	0%	Maintained
1080	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$972	$0	1	0%	Maintained
1081	NF Norwood Financial Honesdale, Pennsylvania	$966	$0	1	0%	Maintained
1082	EC Elequin Capital New York	$952	+$1.02K	1	0%	New
1083	PGAM Princeton Global Asset Management Princeton, New Jersey	$919	$0	2	0%	Maintained
1084	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$840	$0	1	0%	Maintained
1085	AIC Archer Investment Corporation Carmel, Indiana	$829	-$43.3K	1	0%	Reduced
1086	FFL Financial Freedom LLC Cincinnati, Ohio	$792	$0	1	0%	Maintained
1087	Bogart Wealth LLC Mclean, Virginia	$787	$0	2	0%	Maintained
1088	IA IFS Advisors Overland Park, Kansas	$785	$0	1	0%	Maintained
1089	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$689	$0	2	0%	Maintained
1090	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$578	+$549	1	0%	New
1091	BCH Berkshire Capital Holdings San Jose, California	$525	-$5.49M	1	0%	Reduced
1092	CB CNB Bank Clearfield, Pennsylvania	$516	$0	1	0%	Maintained
1093	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$507	$0	2	0%	Maintained
1094	ARS Adirondack Retirement Specialists Queensbury, New York	$496	+$476	1	0%	New
1095	DWA Delos Wealth Advisors Dallas, Texas	$491	$0	1	0%	Maintained
1096	FSWA Financial Synergies Wealth Advisors Houston, Texas	$442	+$38	1	0%	Increased
1097	JMF Johnson Midwest Financial Glidden, Iowa	$412	$0	1	0%	Maintained
1098	LCM Logan Capital Management Newtown Square, Pennsylvania	$387	$0	1	0%	Maintained
1099	ACA Atlas Capital Advisors Jackson, Wyoming	$368	$0	1	0%	Maintained
1100	Avior Wealth Management Omaha, Nebraska	$339	$0	2	0%	Maintained