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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
1326	GPFA Game Plan Financial Advisors Westlake, Ohio	$318	$0	2	0%	Maintained
1327	MCM MV Capital Management Bethesda, Maryland	$310	+$126	3	0%	Increased
1328	PG Proffitt & Goodson Knoxville, Tennessee	$255	$0	1	0%	Maintained
1329	AFM Aspetuck Financial Management Westport, Connecticut	$252	+$234	1	0%	New
1330	CSC Caldwell Sutter Capital Sausalito, California	$252	$0	1	0%	Maintained
1331	WAS Winch Advisory Services Appleton, Wisconsin	$231	$0	1	0%	Maintained
1332	CWP Clark Wealth Partners O'fallon, Illinois	$222	+$223	1	0%	New
1333	EWM Evermay Wealth Management Arlington, Virginia	$222	+$223	1	0%	New
1334	FFA Frazier Financial Advisors Columbus, Ohio	$201	$0	1	0%	Maintained
1335	MLA MB, Levis & Associates Center Valley, Pennsylvania	$195	$0	1	0%	Maintained
1336	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$190	$0	1	0%	Maintained
1337	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$182	+$187	1	0%	New
1338	MWM Mascoma Wealth Management Hanover, New Hampshire	$177	$0	1	0%	Maintained
1339	SIM Synergy Investment Management Altamonte Springs, Florida	$177	+$178	1	0%	New
1340	DF DecisionPoint Financial Mesa, Arizona	$133	+$134	1	0%	New
1341	CWM Copia Wealth Management Bend, Oregon	$111	+$111	1	0%	New
1342	FG Fairman Group Chesterbrook, Pennsylvania	$85	$0	1	0%	Maintained
1343	MCM MidAtlantic Capital Management Richmond, Virginia	$84	$0	1	0%	Maintained
1344	NWWA New Wave Wealth Advisors Springdale, Arkansas	$84	+$78	1	0%	New
1345	WAG Wiser Advisor Group Phoenix, Arizona	$84	+$78	1	0%	New
1346	BC Barrett & Company Providence, Rhode Island	$76	+$13	1	0%	Increased
1347	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$58	+$58	1	0%	New
1348	KTC Kentucky Trust Company Danville, Kentucky	$58	+$58	1	0%	New
1349	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$53	+$53	1	0%	New
1350	GIA GHP Investment Advisors Denver, Colorado	$49	-$2.22K	1	0%	Reduced