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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
1701	KFP Kerr Financial Planning Fresno, California	$12.3K	+$7.48K	2	0.02%	Increased
1702	CWM Copia Wealth Management Bend, Oregon	$12.3K	+$11.6K	3	0.01%	Increased
1703	DWM Darwin Wealth Management Tampa, Florida	$11.9K	+$6.2K	3	0%	Increased
1704	NECFA New England Capital Financial Advisors Meriden, Connecticut	$11.2K	$0	2	0%	Maintained
1705	RWM Rialto Wealth Management Syracuse, New York	$11.1K	+$603	6	0%	Increased
1706	DWM Dogwood Wealth Management Lenexa, Kansas	$10.9K	+$6.96K	3	0%	Increased
1707	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$10.7K	-$6.84K	2	0.01%	Reduced
1708	ANBT American National Bank & Trust Wichita Falls, Texas	$10.6K	+$9.84K	1	0%	New
1709	WWA Wealth Watch Advisors Englewood, Colorado	$10.5K	$0	1	0%	Maintained
1710	MA Modus Advisors Excelsior, Minnesota	$10.1K	+$8.66K	1	0%	New
1711	SR Swiss Re Zurich, Switzerland	$10.1K	+$8.34K	1	0%	New
1712	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$9.88K	$0	4	0%	Maintained
1713	IRC Investors Research Corp Atlanta, Georgia	$9.71K	-$44K	1	0%	Reduced
1714	CFO CVA Family Office Denver, Colorado	$9.51K	+$1.43K	4	0%	Increased
1715	OC Optima Capital Beaverton, Oregon	$9.38K	+$8.37K	4	0%	New
1716	BCH Berkshire Capital Holdings San Jose, California	$9.31K	+$2.57K	4	0%	Increased
1717	EWA EQ Wealth Advisors Dallas, Texas	$9.21K	+$6.42K	1	0.01%	New
1718	BCM Boreal Capital Management Miami, Florida	$9.12K	$0	1	0.01%	Maintained
1719	TAM Tucker Asset Management Littleton, Colorado	$9.04K	+$7.33K	1	0%	New
1720	CIA Cape Investment Advisory Mcdonough, Georgia	$8.96K	+$4.8K	4	0%	Increased
1721	NL Navalign LLC Encino, California	$8.84K	+$6.73K	2	0%	New
1722	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$8.72K	+$7.93K	2	0%	New
1723	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$8.12K	+$6.58K	1	0%	New
1724	TCM Tradewinds Capital Management Bellingham, Washington	$7.75K	+$154	2	0%	Increased
1725	C Certuity North Palm Beach, Florida	$7.68K	$0	1	0%	Maintained