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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	WB Webster Bank Waterbury, Connecticut	$1.41K	$0	1	0%	Maintained
1127	Salem Investment Counselors Winston Salem, North Carolina	$1.39K	$0	2	0%	Maintained
1128	GWSA Global Wealth Strategies & Associates Denver, Colorado	$1.38K	$0	1	0%	Maintained
1129	PGAM Princeton Global Asset Management Princeton, New Jersey	$1.37K	$0	2	0%	Maintained
1130	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$1.33K	$0	1	0%	Maintained
1131	SRCM Signature Resources Capital Management Newport Beach, California	$1.27K	$0	1	0%	Maintained
1132	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$1.14K	+$986	2	0%	Increased
1133	PA Pineridge Advisors St. Charles, Missouri	$1.09K	$0	1	0%	Maintained
1134	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$1.08K	$0	1	0%	Maintained
1135	FGA Fortis Group Advisors Westwood, New Jersey	$1.05K	$0	1	0%	Maintained
1136	CJ Caitlin John Brighton, Michigan	$1.03K	$0	2	0%	Maintained
1137	PCFFS Pacific Center for Financial Services San Ramon, California	$1.01K	$0	1	0%	Maintained
1138	BCH Berkshire Capital Holdings San Jose, California	$889	-$6.41M	1	0%	Reduced
1139	CHC City Holding Co Charleston, West Virginia	$878	$0	1	0%	Maintained
1140	AA Addison Advisors Middlebury, Vermont	$874	$0	1	0%	Maintained
1141	HGA Hobbs Group Advisors Columbia, South Carolina	$861	$0	1	0%	Maintained
1142	MFG Mendota Financial Group Madison, Wisconsin	$735	-$1.68K	3	0%	Reduced
1143	FFL Financial Freedom LLC Cincinnati, Ohio	$729	+$4	1	0%	Increased
1144	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$716	$0	1	0%	Maintained
1145	CFD Creative Financial Designs Kokomo, Indiana	$667	+$324	2	0%	Increased
1146	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$643	$0	2	0%	Maintained
1147	FPFS First Personal Financial Services Charlotte, North Carolina	$579	+$509	2	0%	New
1148	CB CNB Bank Clearfield, Pennsylvania	$459	$0	1	0%	Maintained
1149	DWA Delos Wealth Advisors Dallas, Texas	$437	$0	1	0%	Maintained
1150	SNB Security National Bank Omaha, Nebraska	$437	$0	1	0%	Maintained