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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
1251	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$492	$0	2	0%	Maintained
1252	HC Hurley Capital New York	$474	$0	1	0%	Maintained
1253	LCM Logan Capital Management Newtown Square, Pennsylvania	$416	$0	1	0%	Maintained
1254	GPFA Game Plan Financial Advisors Westlake, Ohio	$341	$0	2	0%	Maintained
1255	TCM TD Capital Management Memphis, Tennessee	$325	-$1.33K	1	0%	Reduced
1256	HIA HFM Investment Advisors Glassboro, New Jersey	$316	+$407	2	0%	New
1257	HIA Harbor Investment Advisory Lutherville, Maryland	$312	$0	1	0%	Maintained
1258	GP Greenline Partners New York	$302	+$395	1	0%	New
1259	KWM Kiker Wealth Management Jasper, Georgia	$302	+$395	1	0%	New
1260	CWP Clark Wealth Partners O'fallon, Illinois	$264	$0	1	0%	Maintained
1261	EWM Evermay Wealth Management Arlington, Virginia	$264	$0	1	0%	Maintained
1262	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$249	-$2.58K	2	0%	Reduced
1263	FFA Frazier Financial Advisors Columbus, Ohio	$240	$0	1	0%	Maintained
1264	MLA MB, Levis & Associates Center Valley, Pennsylvania	$232	$0	1	0%	Maintained
1265	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$217	-$5	1	0%	Reduced
1266	MWM Mascoma Wealth Management Hanover, New Hampshire	$211	$0	1	0%	Maintained
1267	SIM Synergy Investment Management Altamonte Springs, Florida	$211	$0	1	0%	Maintained
1268	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$206	-$4.12K	1	0%	Reduced
1269	CSC Caldwell Sutter Capital Sausalito, California	$187	$0	1	0%	Maintained
1270	PFG Putney Financial Group San Rafael, California	$187	-$9.75K	1	0%	Reduced
1271	HWA HHM Wealth Advisors Chattanooga, Tennessee	$182	-$6.57K	1	0%	Reduced
1272	PG Proffitt & Goodson Knoxville, Tennessee	$182	$0	1	0%	Maintained
1273	DF DecisionPoint Financial Mesa, Arizona	$159	$0	1	0%	Maintained
1274	CWM Copia Wealth Management Bend, Oregon	$132	$0	1	0%	Maintained
1275	WAS Winch Advisory Services Appleton, Wisconsin	$113	$0	1	0%	Maintained