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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
1451	NECFA New England Capital Financial Advisors Meriden, Connecticut	$5.51K	$0	2	0%	Maintained
1452	AIM Anchor Investment Management Columbia, South Carolina	$5.49K	+$5.08K	1	0%	New
1453	SC Swan Capital Pensacola, Florida	$5.39K	$0	2	0%	Maintained
1454	DWA Delos Wealth Advisors Dallas, Texas	$5.39K	+$3.77K	1	0%	New
1455	HNW High Note Wealth Deephaven, Minnesota	$5.32K	+$2.14K	2	0%	Increased
1456	RWM RMG Wealth Management Platteville, Wisconsin	$5.09K	$0	1	0%	Maintained
1457	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$4.57K	$0	1	0%	Maintained
1458	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$4.48K	+$734	4	0%	Increased
1459	KG Kilter Group Rhinebeck, New York	$4.41K	+$2.28K	4	0%	Increased
1460	DEM Disciplined Equity Management Neptune Beach, Florida	$4.37K	+$3.67K	1	0%	New
1461	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$3.99K	-$154	1	0%	Reduced
1462	BCH Berkshire Capital Holdings San Jose, California	$3.99K	-$11M	3	0%	Reduced
1463	YP YANKCOM Partnership Yankton, South Dakota	$3.64K	+$2.55K	1	0%	New
1464	PWA Principia Wealth Advisory Dallas, Texas	$3.57K	+$477	4	0%	Increased
1465	AWM Abound Wealth Management Franklin, Tennessee	$3.51K	$0	2	0%	Maintained
1466	GA Guerra Advisors Miami, Florida	$3.41K	+$3.12K	4	0%	New
1467	HC Hara Capital Bellevue, Washington	$3.37K	$0	1	0%	Maintained
1468	DF DecisionPoint Financial Mesa, Arizona	$3.28K	$0	4	0%	Maintained
1469	SRCM Signature Resources Capital Management Newport Beach, California	$3.25K	-$181	1	0%	Reduced
1470	ECM Estabrook Capital Management New York	$3.23K	$0	1	0%	Maintained
1471	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$3.2K	$0	1	0%	Maintained
1472	DWM Darwin Wealth Management Tampa, Florida	$3.13K	$0	2	0%	Maintained
1473	Montag & Associates Atlanta, Georgia	$2.96K	+$2.38K	3	0%	New
1474	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.8K	+$2.59K	1	0%	New
1475	VWM Vermillion Wealth Management Rosemount, Minnesota	$2.8K	+$2.59K	1	0%	New