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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
1301	CWM Centricity Wealth Management Westerville, Ohio	$1.33K	+$1.34K	1	0%	New
1302	WA Whipplewood Advisors Littleton, Colorado	$1.33K	+$1.4K	1	0%	New
1303	PWA Principia Wealth Advisory Dallas, Texas	$1.32K	+$1.23K	3	0%	New
1304	PCFFS Pacific Center for Financial Services San Ramon, California	$1.18K	+$156	1	0%	Increased
1305	PA Pineridge Advisors St. Charles, Missouri	$1.11K	$0	1	0%	Maintained
1306	SAM Synergy Asset Management Vancouver, Washington	$1.07K	+$1.2K	1	0%	New
1307	FGA Fortis Group Advisors Westwood, New Jersey	$1.06K	$0	1	0%	Maintained
1308	GWSA Global Wealth Strategies & Associates Denver, Colorado	$1.05K	$0	1	0%	Maintained
1309	PWM Parkworth Wealth Management Los Gatos, California	$1.02K	+$963	4	0%	New
1310	PWA Physician Wealth Advisors Midvale, Utah	$940	+$945	1	0%	New
1311	CHC City Holding Co Charleston, West Virginia	$890	$0	1	0%	Maintained
1312	AA Addison Advisors Middlebury, Vermont	$886	$0	1	0%	Maintained
1313	DRP Decker Retirement Planning Levi, Utah	$806	+$811	1	0%	New
1314	FFL Financial Freedom LLC Cincinnati, Ohio	$742	$0	1	0%	Maintained
1315	CB CNB Bank Clearfield, Pennsylvania	$465	$0	1	0%	Maintained
1316	CIAS CBIZ Investment Advisory Services Independence, Ohio	$443	+$446	1	0%	New
1317	DWA Delos Wealth Advisors Dallas, Texas	$443	$0	1	0%	Maintained
1318	SNB Security National Bank Omaha, Nebraska	$443	$0	1	0%	Maintained
1319	NMG New Millennium Group Sandy, Utah	$421	$0	1	0%	Maintained
1320	CFD Creative Financial Designs Kokomo, Indiana	$420	-$350	1	0%	Reduced
1321	HIA Harbor Investment Advisory Lutherville, Maryland	$420	$0	1	0%	Maintained
1322	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$417	$0	2	0%	Maintained
1323	HC Hurley Capital New York	$403	+$401	1	0%	New
1324	LCM Logan Capital Management Newtown Square, Pennsylvania	$350	$0	1	0%	Maintained
1325	MFG Mendota Financial Group Madison, Wisconsin	$346	-$396	1	0%	Reduced