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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	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.04K	$0	1	0%	Maintained
1077	KFP Keener Financial Planning Keller, Texas	$1K	$0	1	0%	Maintained
1078	MFA McClarren Financial Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
1079	HM Payson & Co Portland, Maine	$992	$0	2	0%	Maintained
1080	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$984	+$893	1	0%	New
1081	PA Pineridge Advisors St. Charles, Missouri	$885	-$2.69K	1	0%	Reduced
1082	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$878	$0	1	0%	Maintained
1083	FGA Fortis Group Advisors Westwood, New Jersey	$849	-$854	1	0%	Reduced
1084	RAM Riggs Asset Management Dallas, Pennsylvania	$819	+$731	3	0%	Increased
1085	PCFFS Pacific Center for Financial Services San Ramon, California	$818	$0	1	0%	Maintained
1086	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$815	+$57	2	0%	Increased
1087	CHC City Holding Co Charleston, West Virginia	$709	$0	1	0%	Maintained
1088	AA Addison Advisors Middlebury, Vermont	$708	-$711	1	0%	Reduced
1089	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$693	$0	1	0%	Maintained
1090	Horizon Investments Charlotte, North Carolina	$692	+$739	1	0%	New
1091	VL Vima LLC Troy, Michigan	$594	$0	1	0%	Maintained
1092	Gradient Investments Arden Hills, Minnesota	$590	-$34.6K	2	0%	Reduced
1093	BOK Financial Tulsa, Oklahoma	$588	+$433	3	0%	Increased
1094	FFL Financial Freedom LLC Cincinnati, Ohio	$583	+$4	1	0%	Increased
1095	CJ Caitlin John Brighton, Michigan	$573	+$356	2	0%	Increased
1096	CWM Cedar Wealth Management Walnut Creek, California	$527	+$530	1	0%	New
1097	WAS Winch Advisory Services Appleton, Wisconsin	$515	$0	1	0%	Maintained
1098	Jones Financial Companies Des Peres, Missouri	$513	$0	1	0%	Maintained
1099	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$513	$0	2	0%	Maintained
1100	AFG Albion Financial Group Salt Lake City, Utah	$445	$0	1	0%	Maintained