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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
1526	CWP Clark Wealth Partners O'fallon, Illinois	$324	$0	1	0%	Maintained
1527	PIS POM Investment Strategies Raleigh, North Carolina	$289	+$271	1	0%	New
1528	EWM Evermay Wealth Management Arlington, Virginia	$241	$0	1	0%	Maintained
1529	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$200	+$5	1	0%	Increased
1530	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$188	$0	1	0%	Maintained
1531	MAM MMA Asset Management Conshohocken, Pennsylvania	$163	+$125	1	0%	New
1532	WAG Wiser Advisor Group Phoenix, Arizona	$163	+$125	1	0%	New
1533	IWP IAG Wealth Partners Waukesha, Wisconsin	$139	+$131	1	0%	New
1534	MWA Medallion Wealth Advisors Farmington, Connecticut	$126	$0	1	0%	Maintained
1535	FFA Frazier Financial Advisors Columbus, Ohio	$121	$0	1	0%	Maintained
1536	CWM Copia Wealth Management Bend, Oregon	$120	$0	1	0%	Maintained
1537	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$69	$0	1	0%	Maintained
1538	BC Barrett & Company Providence, Rhode Island	$67	$0	1	0%	Maintained
1539	GIA GHP Investment Advisors Denver, Colorado	$53	$0	1	0%	Maintained
1540	MSG Main Street Group Glen Allen, Virginia	$53	$0	1	0%	Maintained
1541	MAS MPWM Advisory Solutions Alpharetta, Georgia	$50	$0	1	0%	Maintained
1542	NC North Capital Salt Lake City, Utah	$34	+$5	1	0%	Increased
1543	FMB Field & Main Bank Henderson, Kentucky	$24	+$23	1	0%	New
1544	Bartlett & Co Wealth Management Cincinnati, Ohio	$5	$0	1	0%	Maintained
1545	1C 111 Capital Paris, France	$0	-$303K	0	–	Closed
1546	AI AdvisorShares Investments Bethesda, Maryland	$0	-$1.06M	0	–	Closed
1547	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$2.98M	0	–	Closed
1548	AGM Alpine Global Management New York	$0	-$13K	0	–	Closed
1549	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$3.11K	0	–	Closed
1550	AI Aperture Investors New York	$0	-$1.52M	0	–	Closed