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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
1226	FGA Fortis Group Advisors Westwood, New Jersey	$1.26K	$0	1	0%	Maintained
1227	MCM MV Capital Management Bethesda, Maryland	$1.25K	+$1.27K	3	0%	Increased
1228	SRCM Signature Resources Capital Management Newport Beach, California	$1.25K	$0	1	0%	Maintained
1229	PCFFS Pacific Center for Financial Services San Ramon, California	$1.22K	-$171	1	0%	Reduced
1230	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$1.21K	$0	1	0%	Maintained
1231	Bartlett & Co Wealth Management Cincinnati, Ohio	$1.14K	+$1.03K	1	0%	Increased
1232	IAG Innovative Advisory Group Lexington, Massachusetts	$1.14K	$0	1	0%	Maintained
1233	VFM Vision Financial Markets Stamford, Connecticut	$1.05K	+$979	1	0%	New
1234	WCM Winthrop Capital Management Carmel, Indiana	$1K	+$808	1	0%	New
1235	FC Fairscale Capital Nashua, New Hampshire	$945	+$1.14K	1	0%	New
1236	CWP Concord Wealth Partners Abingdon, Virginia	$905	-$4.46K	1	0%	Reduced
1237	FFL Financial Freedom LLC Cincinnati, Ohio	$886	+$5	1	0%	Increased
1238	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$884	$0	1	0%	Maintained
1239	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$768	$0	1	0%	Maintained
1240	FNWA Financial Network Wealth Advisors Murray, Utah	$748	+$923	1	0%	New
1241	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$747	-$15.4K	2	0%	Reduced
1242	BGAI Bruce G. Allen Investments Denver, Colorado	$722	+$670	1	0%	New
1243	ACA American Capital Advisory Ketchum, Idaho	$703	+$852	1	0%	New
1244	PWM Parkworth Wealth Management Los Gatos, California	$659	-$83	4	0%	Reduced
1245	CW Curio Wealth Annapolis, Maryland	$558	-$20	1	0%	Reduced
1246	CB CNB Bank Clearfield, Pennsylvania	$553	$0	1	0%	Maintained
1247	CAIM Catherine Avery Investment Management Longboat Key, Florida	$527	+$489	1	0%	New
1248	CIAS CBIZ Investment Advisory Services Independence, Ohio	$527	$0	1	0%	Maintained
1249	SNB Security National Bank Omaha, Nebraska	$527	$0	1	0%	Maintained
1250	NMG New Millennium Group Sandy, Utah	$501	$0	1	0%	Maintained