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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
1201	AW Avion Wealth The Woodlands, Texas	$1K	$0	1	0%	Maintained
1202	BWA BDO Wealth Advisors Jacksonville, Florida	$1K	+$728	1	0%	New
1203	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1K	$0	1	0%	Maintained
1204	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$1K	+$670	1	0%	New
1205	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1K	$0	2	0%	Maintained
1206	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	$0	1	0%	Maintained
1207	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
1208	CA Cornerstone Advisory Hunt Valley, Maryland	$1K	+$1.42K	2	0%	New
1209	DWA Delos Wealth Advisors Dallas, Texas	$1K	$0	1	0%	Maintained
1210	DAM Delta Asset Management Memphis, Tennessee	$1K	$0	1	0%	Maintained
1211	DWP Destiny Wealth Partners Tavares, Florida	$1K	+$455	2	0%	Increased
1212	FWA FSC Wealth Advisors Fishkill, New York	$1K	+$624	1	0%	New
1213	HNWAG High Net Worth Advisory Group Naples, Florida	$1K	+$1.27K	1	0%	New
1214	JRFS James Reed Financial Services Cleveland, Ohio	$1K	+$1.59K	1	0%	New
1215	JMF Johnson Midwest Financial Glidden, Iowa	$1K	-$3K	1	0%	Reduced
1216	JWBC John W. Brooker & Co Oakland, California	$1K	$0	1	0%	Maintained
1217	LS Leelyn Smith Geneva, Illinois	$1K	+$910	1	0%	New
1218	LWA Lenox Wealth Advisors New York	$1K	+$1.01K	1	0%	New
1219	LFG Leverty Financial Group Hudson, Wisconsin	$1K	+$1.09K	1	0%	New
1220	MI Markston International White Plains, New York	$1K	$0	1	0%	Maintained
1221	MFA McClarren Financial Advisors State College, Pennsylvania	$1K	$0	1	0%	Maintained
1222	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1223	NF Norwood Financial Honesdale, Pennsylvania	$1K	+$1.15K	1	0%	New
1224	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1225	SL Savior LLC Wellesley Hills, Massachusetts	$1K	$0	1	0%	Maintained