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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
1176	FRA Front Row Advisors Tiburon, California	$3K	-$28	1	0%	Reduced
1177	GWSG GPS Wealth Strategies Group Centennial, Colorado	$3K	-$13.8K	2	0%	Reduced
1178	LWP Laurel Wealth Planning Edina, Minnesota	$3K	$0	1	0%	Maintained
1179	WIM Westside Investment Management Santa Monica, California	$2.06K	-$308K	3	0%	Reduced
1180	ATC Adirondack Trust Company Saratoga Springs, New York	$2K	+$1.96K	1	0%	New
1181	CWM Cedar Wealth Management Walnut Creek, California	$2K	$0	1	0%	Maintained
1182	CHC City Holding Co Charleston, West Virginia	$2K	$0	1	0%	Maintained
1183	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained
1184	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	+$68	2	0%	Increased
1185	LF Lee Financial Dallas, Texas	$2K	-$14.9K	2	0%	Reduced
1186	PGAM Princeton Global Asset Management Princeton, New Jersey	$2K	$0	2	0%	Maintained
1187	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
1188	RA Rise Advisors Rochester, New York	$2K	$0	1	0%	Maintained
1189	RF Robbins Farley Bedford, New Hampshire	$2K	$0	1	0%	Maintained
1190	SC Siena Capital Cincinnati, Ohio	$2K	+$2.36K	1	0%	New
1191	AA Addison Advisors Middlebury, Vermont	$1K	+$655	1	0%	Increased
1192	AFS Annapolis Financial Services Annapolis, Maryland	$1K	$0	1	0%	Maintained
1193	ACM AUA Capital Management Camp Hill, Pennsylvania	$1K	-$1.08K	1	0%	Reduced
1194	AW Avion Wealth The Woodlands, Texas	$1K	$0	1	0%	Maintained
1195	BWA BDO Wealth Advisors Jacksonville, Florida	$1K	$0	1	0%	Maintained
1196	BA Bivin & Associates Ponca City, Oklahoma	$1K	-$1K	1	0%	Reduced
1197	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1K	$0	1	0%	Maintained
1198	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1199	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$1K	$0	1	0%	Maintained
1200	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1K	$0	2	0%	Maintained