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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	DWA Delos Wealth Advisors Dallas, Texas	$416	$0	1	0%	Maintained
1077	NCM Northwest Capital Management Lake Oswego, Oregon	$416	+$423	1	0%	New
1078	CA Crewe Advisors Salt Lake City, Utah	$383	+$396	3	0%	New
1079	JMF Johnson Midwest Financial Glidden, Iowa	$349	$0	1	0%	Maintained
1080	LCM Logan Capital Management Newtown Square, Pennsylvania	$329	$0	1	0%	Maintained
1081	ACA Atlas Capital Advisors Jackson, Wyoming	$312	$0	1	0%	Maintained
1082	MLA MB, Levis & Associates Center Valley, Pennsylvania	$287	$0	1	0%	Maintained
1083	CWM Cedar Wealth Management Walnut Creek, California	$284	$0	1	0%	Maintained
1084	SVCP Silicon Valley Capital Partners San Jose, California	$227	$0	1	0%	Maintained
1085	FSWA Financial Synergies Wealth Advisors Houston, Texas	$225	-$152	1	0%	Reduced
1086	TWP TFO Wealth Partners Maumee, Ohio	$216	$0	2	0%	Maintained
1087	CFS CGC Financial Services Lake Oswego, Oregon	$208	+$211	1	0%	New
1088	DAM Delta Asset Management Memphis, Tennessee	$208	$0	1	0%	Maintained
1089	SWA SOA Wealth Advisors New York	$187	$0	2	0%	Maintained
1090	CSC Caldwell Sutter Capital Sausalito, California	$170	+$150	1	0%	New
1091	TWD True Wealth Design Akron, Ohio	$170	-$2.46K	1	0%	Reduced
1092	PG Proffitt & Goodson Knoxville, Tennessee	$128	$0	1	0%	Maintained
1093	Chilton Capital Management Houston, Texas	$114	+$100	1	0%	New
1094	PP Paloma Partners Greenwich, Connecticut	$113	+$100	1	0%	New
1095	PPWM PFG Private Wealth Management Lutz, Florida	$113	$0	1	0%	Maintained
1096	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$83	$0	1	0%	Maintained
1097	BC Barrett & Company Providence, Rhode Island	$70	$0	1	0%	Maintained
1098	LB Legacy Bridge West Des Moines, Iowa	$63	$0	1	0%	Maintained
1099	RAM Riggs Asset Management Dallas, Pennsylvania	$63	-$10K	1	0%	Reduced
1100	GAG Goodman Advisory Group Needham, Massachusetts	$62	$0	1	0%	Maintained