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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	HGA Hobbs Group Advisors Columbia, South Carolina	$745	+$728	1	0%	New
1127	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$725	+$601	1	0%	New
1128	Washington Trust Westerly, Rhode Island	$654	+$639	1	0%	New
1129	CJ Caitlin John Brighton, Michigan	$646	$0	2	0%	Maintained
1130	FFL Financial Freedom LLC Cincinnati, Ohio	$627	+$4	1	0%	Increased
1131	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$549	$0	2	0%	Maintained
1132	Gradient Investments Arden Hills, Minnesota	$507	-$166	1	0%	Reduced
1133	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$415	$0	1	0%	Maintained
1134	HIA Harbor Investment Advisory Lutherville, Maryland	$400	+$120	2	0%	Increased
1135	CB CNB Bank Clearfield, Pennsylvania	$397	$0	1	0%	Maintained
1136	DWA Delos Wealth Advisors Dallas, Texas	$378	$0	1	0%	Maintained
1137	SNB Security National Bank Omaha, Nebraska	$378	$0	1	0%	Maintained
1138	CAM ClariVest Asset Management San Diego, California	$369	-$1.22M	1	0%	Reduced
1139	NMG New Millennium Group Sandy, Utah	$359	+$351	1	0%	New
1140	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$358	$0	2	0%	Maintained
1141	WAS Winch Advisory Services Appleton, Wisconsin	$329	$0	1	0%	Maintained
1142	LCM Logan Capital Management Newtown Square, Pennsylvania	$299	$0	1	0%	Maintained
1143	TWP Triad Wealth Partners Lawrence, Kansas	$284	+$277	1	0%	New
1144	CFD Creative Financial Designs Kokomo, Indiana	$255	$0	1	0%	Maintained
1145	GPFA Game Plan Financial Advisors Westlake, Ohio	$250	$0	2	0%	Maintained
1146	CB Chris Bulman Roseville, California	$174	+$170	1	0%	New
1147	MLA MB, Levis & Associates Center Valley, Pennsylvania	$166	-$92	1	0%	Reduced
1148	CSC Caldwell Sutter Capital Sausalito, California	$153	$0	1	0%	Maintained
1149	PCWA Pacific Capital Wealth Advisors Corona, California	$153	+$132	1	0%	New
1150	MWM Mascoma Wealth Management Hanover, New Hampshire	$151	+$148	1	0%	New