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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
1126	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained
1127	FRA Front Row Advisors Tiburon, California	$2K	-$504	1	0%	Reduced
1128	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2K	+$2.17K	1	0%	New
1129	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	$0	2	0%	Maintained
1130	LWP Laurel Wealth Planning Edina, Minnesota	$2K	$0	1	0%	Maintained
1131	LF Lee Financial Dallas, Texas	$2K	+$327	2	0%	Increased
1132	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	+$1.83K	1	0%	New
1133	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
1134	RA Rise Advisors Rochester, New York	$2K	$0	1	0%	Maintained
1135	HF Halpern Financial Ashburn, Virginia	$1.78K	+$2.13K	1	0%	New
1136	QPBE Quintet Private Bank (Europe) Luxembourg	$1.41K	+$2.14K	1	0%	New
1137	WIM Westside Investment Management Santa Monica, California	$1.41K	-$47K	3	0%	Reduced
1138	AA Addison Advisors Middlebury, Vermont	$1K	+$363	1	0%	Increased
1139	ATC Adirondack Trust Company Saratoga Springs, New York	$1K	$0	1	0%	Maintained
1140	AIP Ahrens Investment Partners Lafayette, Louisiana	$1K	-$151K	1	0%	Reduced
1141	ACM AUA Capital Management Camp Hill, Pennsylvania	$1K	+$683	1	0%	Increased
1142	AW Avion Wealth The Woodlands, Texas	$1K	$0	1	0%	Maintained
1143	BWA BDO Wealth Advisors Jacksonville, Florida	$1K	$0	1	0%	Maintained
1144	Bogart Wealth LLC Mclean, Virginia	$1K	+$750	2	0%	New
1145	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1K	$0	1	0%	Maintained
1146	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1147	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$1K	$0	1	0%	Maintained
1148	CHC City Holding Co Charleston, West Virginia	$1K	-$599	1	0%	Reduced
1149	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	$0	1	0%	Maintained
1150	GWA Gibson Wealth Advisors Tyler, Texas	$1K	+$683	1	0%	New