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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
1376	CWP Clark Wealth Partners O'fallon, Illinois	$259	$0	1	0%	Maintained
1377	EWM Evermay Wealth Management Arlington, Virginia	$259	$0	1	0%	Maintained
1378	PG Proffitt & Goodson Knoxville, Tennessee	$244	$0	1	0%	Maintained
1379	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$215	+$5	1	0%	Increased
1380	MWM Mascoma Wealth Management Hanover, New Hampshire	$207	$0	1	0%	Maintained
1381	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$203	$0	1	0%	Maintained
1382	MWA Medallion Wealth Advisors Farmington, Connecticut	$136	-$1.78K	1	0%	Reduced
1383	WAS Winch Advisory Services Appleton, Wisconsin	$136	$0	1	0%	Maintained
1384	CWM Copia Wealth Management Bend, Oregon	$130	$0	1	0%	Maintained
1385	FFA Frazier Financial Advisors Columbus, Ohio	$130	-$103	1	0%	Reduced
1386	BC Barrett & Company Providence, Rhode Island	$73	$0	1	0%	Maintained
1387	GIA GHP Investment Advisors Denver, Colorado	$57	$0	1	0%	Maintained
1388	MSG Main Street Group Glen Allen, Virginia	$57	$0	1	0%	Maintained
1389	MAS MPWM Advisory Solutions Alpharetta, Georgia	$54	$0	1	0%	Maintained
1390	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$53	$0	1	0%	Maintained
1391	NC North Capital Salt Lake City, Utah	$31	$0	1	0%	Maintained
1392	VWA VSM Wealth Advisory Hunt Valley, Maryland	$11	+$10	1	0%	New
1393	Bartlett & Co Wealth Management Cincinnati, Ohio	$5	-$1.11K	1	0%	Reduced
1394	TIM Total Investment Management Scottsdale, Arizona	$5	+$5	1	0%	New
1395	AA ABC Arbitrage Paris, France	$0	-$2.53M	0	–	Closed
1396	APM Advanced Portfolio Management New York	$0	-$1.95M	0	–	Closed
1397	ARC Advisor Resource Council Dallas, Texas	$0	-$633K	0	–	Closed
1398	ASM AI-Squared Management Hong Kong	$0	-$1.56M	0	–	Closed
1399	ACA Apis Capital Advisors New York	$0	-$7.96M	0	–	Closed
1400	AIP Arrowpoint Investment Partners Singapore	$0	-$93.8K	0	–	Closed