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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
1476	AA Addison Advisors Middlebury, Vermont	$2.74K	$0	1	0%	Maintained
1477	HAP Harbor Asset Planning Belmont, Massachusetts	$2.72K	$0	1	0%	Maintained
1478	Salem Investment Counselors Winston Salem, North Carolina	$2.68K	-$226	2	0%	Reduced
1479	PAM Parvin Asset Management Sioux Falls, South Dakota	$2.65K	+$2.49K	1	0%	New
1480	CIA Cape Investment Advisory Mcdonough, Georgia	$2.61K	-$28.2K	1	0%	Reduced
1481	FNWA Financial Network Wealth Advisors Murray, Utah	$2.54K	+$490	2	0%	Increased
1482	CHC City Holding Co Charleston, West Virginia	$2.49K	$0	1	0%	Maintained
1483	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2.46K	+$651	3	0%	Increased
1484	FRA Front Row Advisors Tiburon, California	$2.4K	$0	1	0%	Maintained
1485	HIA HFM Investment Advisors Glassboro, New Jersey	$2.28K	+$102	3	0%	Increased
1486	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.21K	+$2.08K	1	0%	New
1487	KFP Kerr Financial Planning Fresno, California	$2.03K	+$1.36K	1	0%	New
1488	MCM MV Capital Management Bethesda, Maryland	$2.02K	$0	4	0%	Maintained
1489	WCM Winthrop Capital Management Carmel, Indiana	$2K	$0	1	0%	Maintained
1490	CAIM Catherine Avery Investment Management Longboat Key, Florida	$1.92K	+$904	1	0%	Increased
1491	IAG Innovative Advisory Group Lexington, Massachusetts	$1.92K	$0	1	0%	Maintained
1492	JWM JPL Wealth Management Highlands Ranch, Colorado	$1.9K	+$2.01K	2	0%	New
1493	CJ Caitlin John Brighton, Michigan	$1.89K	+$1.62K	2	0%	New
1494	ACA American Capital Advisory Ketchum, Idaho	$1.85K	+$49	4	0%	Increased
1495	WB Webster Bank Waterbury, Connecticut	$1.55K	$0	1	0%	Maintained
1496	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$1.4K	$0	1	0%	Maintained
1497	FC Fairscale Capital Nashua, New Hampshire	$1.39K	$0	1	0%	Maintained
1498	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.3K	$0	1	0%	Maintained
1499	QWM Quaker Wealth Management Moorestown, New Jersey	$1.23K	$0	2	0%	Maintained
1500	PA Pineridge Advisors St. Charles, Missouri	$1.2K	$0	1	0%	Maintained