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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	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	$0	1	0%	Maintained
1202	CB CNB Bank Clearfield, Pennsylvania	$1K	$0	1	0%	Maintained
1203	DWA Delos Wealth Advisors Dallas, Texas	$1K	$0	1	0%	Maintained
1204	FWA FSC Wealth Advisors Fishkill, New York	$1K	$0	1	0%	Maintained
1205	HNWAG High Net Worth Advisory Group Naples, Florida	$1K	$0	1	0%	Maintained
1206	JWBC John W. Brooker & Co Oakland, California	$1K	$0	1	0%	Maintained
1207	LS Leelyn Smith Geneva, Illinois	$1K	$0	1	0%	Maintained
1208	LAS Lloyd Advisory Services Suwanee, Georgia	$1K	+$816	1	0%	New
1209	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1210	NF Norwood Financial Honesdale, Pennsylvania	$1K	$0	1	0%	Maintained
1211	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
1212	TFO Tarbox Family Office Newport Beach, California	$1K	$0	1	0%	Maintained
1213	TCWA Ten Capital Wealth Advisors Spokane, Washington	$1K	-$11K	1	0%	Reduced
1214	WAS Winch Advisory Services Appleton, Wisconsin	$1K	$0	1	0%	Maintained
1215	BFG Baron Financial Group Fair Lawn, New Jersey	$983	$0	1	0%	Maintained
1216	RIM Rockbridge Investment Management Syracuse, New York	$522	-$3.48K	1	0%	Reduced
1217	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$2.67K	0	–	Closed
1218	AWM Activest Wealth Management Aventure, Florida	$0	$0	1	0%	Maintained
1219	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	-$3K	0	–	Closed
1220	AIM Alhambra Investment Management Palmetto Bay, Florida	$0	-$232K	0	–	Closed
1221	AIM Allen Investment Management New York	$0	-$373K	0	–	Closed
1222	Allstate Corporation Northbrook, Illinois	$0	-$586K	0	–	Closed
1223	AGM Alpine Global Management New York	$0	-$52K	0	–	Closed
1224	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$0	-$11K	0	–	Closed
1225	AM Anqa Management Sag Harbor, New York	$0	-$2.26M	0	–	Closed