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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
1351	CAWM Capital A Wealth Management New Castle, Pennsylvania	$1.16K	-$263K	1	0.01%	Reduced
1352	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$1.16K	-$12.8K	1	0%	Reduced
1353	FNWA Financial Network Wealth Advisors Murray, Utah	$1.14K	$0	1	0%	Maintained
1354	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.11K	+$647	2	0%	Increased
1355	CAIM Catherine Avery Investment Management Longboat Key, Florida	$1.04K	+$515	1	0%	Increased
1356	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$1.04K	+$1.03K	1	0%	New
1357	VFM Vision Financial Markets Stamford, Connecticut	$1.04K	$0	1	0%	Maintained
1358	WCM Winthrop Capital Management Carmel, Indiana	$1K	$0	1	0%	Maintained
1359	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$981	+$792	1	0%	New
1360	QWM Quaker Wealth Management Moorestown, New Jersey	$981	+$826	2	0%	New
1361	FFL Financial Freedom LLC Cincinnati, Ohio	$875	+$5	1	0%	Increased
1362	BGAI Bruce G. Allen Investments Denver, Colorado	$710	$0	1	0%	Maintained
1363	LC Luminist Capital Grand Rapids, Michigan	$549	+$426	1	0%	New
1364	CIAS CBIZ Investment Advisory Services Independence, Ohio	$518	$0	1	0%	Maintained
1365	SNB Security National Bank Omaha, Nebraska	$518	$0	1	0%	Maintained
1366	UCB United Community Bank Greenville, South Carolina	$518	+$515	1	0%	New
1367	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$477	-$7	1	0%	Reduced
1368	HIA Harbor Investment Advisory Lutherville, Maryland	$475	$0	1	0%	Maintained
1369	HC Hurley Capital New York	$466	$0	1	0%	Maintained
1370	TCM TD Capital Management Memphis, Tennessee	$446	$0	1	0%	Maintained
1371	LCM Logan Capital Management Newtown Square, Pennsylvania	$409	$0	1	0%	Maintained
1372	KWM Kiker Wealth Management Jasper, Georgia	$407	$0	1	0%	Maintained
1373	GPFA Game Plan Financial Advisors Westlake, Ohio	$370	$0	2	0%	Maintained
1374	CSC Caldwell Sutter Capital Sausalito, California	$285	$0	1	0%	Maintained
1375	PFG Putney Financial Group San Rafael, California	$285	$0	1	0%	Maintained