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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
1501	EWP Elevation Wealth Partners Santa Rosa, California	$1.17K	+$815	1	0%	New
1502	CWP Concord Wealth Partners Abingdon, Virginia	$1.16K	-$10.6K	1	0%	Reduced
1503	FGA Fortis Group Advisors Westwood, New Jersey	$1.15K	$0	1	0%	Maintained
1504	PCFFS Pacific Center for Financial Services San Ramon, California	$1.11K	$0	1	0%	Maintained
1505	LC Luminist Capital Grand Rapids, Michigan	$1.03K	$0	1	0%	Maintained
1506	CCC Chelsea Counsel Company Los Angeles, California	$1.02K	+$713	1	0%	New
1507	WCM Westend Capital Management Sausalito, California	$977	$0	1	0%	Maintained
1508	VFM Vision Financial Markets Stamford, Connecticut	$962	$0	1	0%	Maintained
1509	EAM Eukles Asset Management Cincinnati, Ohio	$947	+$966	1	0%	New
1510	FFL Financial Freedom LLC Cincinnati, Ohio	$818	+$5	1	0%	Increased
1511	HIA Harbor Investment Advisory Lutherville, Maryland	$814	$0	1	0%	Maintained
1512	UFPG United Financial Planning Group Hauppauge, New York	$673	+$633	1	0%	New
1513	DWM Dogwood Wealth Management Lenexa, Kansas	$651	+$499	1	0%	New
1514	BGAI Bruce G. Allen Investments Denver, Colorado	$572	-$81	1	0%	Reduced
1515	VWA Valued Wealth Advisors Holladay, Utah	$544	+$511	1	0%	New
1516	TCM TD Capital Management Memphis, Tennessee	$539	$0	1	0%	Maintained
1517	CSC Caldwell Sutter Capital Sausalito, California	$488	$0	1	0%	Maintained
1518	SNB Security National Bank Omaha, Nebraska	$481	$0	1	0%	Maintained
1519	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$443	$0	1	0%	Maintained
1520	PG Proffitt & Goodson Knoxville, Tennessee	$438	$0	1	0%	Maintained
1521	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$437	+$367	1	0%	New
1522	HC Hurley Capital New York	$433	$0	1	0%	Maintained
1523	GPFA Game Plan Financial Advisors Westlake, Ohio	$418	$0	2	0%	Maintained
1524	WAS Winch Advisory Services Appleton, Wisconsin	$408	$0	1	0%	Maintained
1525	LCM Logan Capital Management Newtown Square, Pennsylvania	$380	$0	1	0%	Maintained