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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
1751	ACA American Capital Advisory Ketchum, Idaho	$3.79K	+$901	5	0%	Increased
1752	AA Addison Advisors Middlebury, Vermont	$3.77K	$0	1	0%	Maintained
1753	NMG New Millennium Group Sandy, Utah	$3.69K	-$31K	1	0%	Reduced
1754	RIAS Rachor Investment Advisory Services Linden, Michigan	$3.52K	+$3.16K	4	0%	New
1755	GWM Gilpin Wealth Management Denver, Colorado	$3.49K	+$3.35K	1	0%	New
1756	MCM MV Capital Management Bethesda, Maryland	$3.41K	+$366	5	0%	Increased
1757	FRA Front Row Advisors Tiburon, California	$3.23K	$0	1	0%	Maintained
1758	TC Trust Company Manhattan, Kansas	$3.04K	+$2.61K	4	0%	New
1759	SWA Strategic Wealth Advisors Scottsdale, Arizona	$3K	+$2.99K	1	0%	New
1760	EF Entrust Financial Wayne, Pennsylvania	$2.77K	+$2.24K	1	0%	New
1761	NB NBT Bank Norwich, New York	$2.77K	+$27.7K	1	0%	New
1762	CJ Caitlin John Brighton, Michigan	$2.75K	+$615	2	0%	Increased
1763	ECA Elevated Capital Advisors Sandy, Utah	$2.58K	+$2.09K	1	0%	New
1764	IAG Innovative Advisory Group Lexington, Massachusetts	$2.58K	$0	1	0%	Maintained
1765	HAP Harbor Asset Planning Belmont, Massachusetts	$2.52K	$0	1	0%	Maintained
1766	WAG Wilkerson Advisory Group Columbia, Missouri	$2.34K	+$1.94K	1	0%	New
1767	QWM Quaker Wealth Management Moorestown, New Jersey	$2.23K	+$299	3	0%	Increased
1768	VWM Vermillion Wealth Management Rosemount, Minnesota	$2.16K	-$494	1	0%	Reduced
1769	WB Webster Bank Waterbury, Connecticut	$2.08K	$0	1	0%	Maintained
1770	RBC Roble Belko & Company Sewickley, Pennsylvania	$2K	+$1.2K	1	0%	Increased
1771	HIA Harbor Investment Advisory Lutherville, Maryland	$1.94K	+$93	2	0%	Increased
1772	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$1.93K	+$1.71K	3	0%	New
1773	EWP Elevation Wealth Partners Santa Rosa, California	$1.87K	$0	1	0%	Maintained
1774	1CP 1015 Capital Partners Pottstown, Pennsylvania	$1.83K	+$1.65K	3	0%	New
1775	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.74K	$0	1	0%	Maintained