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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
1801	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$432	$0	1	0%	Maintained
1802	MS Monetary Solutions Dayton, Ohio	$421	+$403	1	0%	New
1803	Manning & Napier Advisors Fairport, New York	$397	+$378	1	0%	New
1804	PIS POM Investment Strategies Raleigh, North Carolina	$388	$0	1	0%	Maintained
1805	MCM MidAtlantic Capital Management Richmond, Virginia	$369	+$257	1	0%	New
1806	WAG Wiser Advisor Group Phoenix, Arizona	$369	$0	1	0%	Maintained
1807	GIA GHP Investment Advisors Denver, Colorado	$364	+$292	2	0%	Increased
1808	WAS Winch Advisory Services Appleton, Wisconsin	$356	$0	1	0%	Maintained
1809	CWP Clark Wealth Partners O'fallon, Illinois	$324	$0	1	0%	Maintained
1810	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$270	-$6	1	0%	Reduced
1811	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$253	$0	1	0%	Maintained
1812	BIM Bullseye Investment Management Cincinnati, Ohio	$234	+$194	1	0%	New
1813	IWP IAG Wealth Partners Waukesha, Wisconsin	$188	$0	1	0%	Maintained
1814	MWA Medallion Wealth Advisors Farmington, Connecticut	$168	$0	1	0%	Maintained
1815	FFA Frazier Financial Advisors Columbus, Ohio	$162	$0	1	0%	Maintained
1816	BC Barrett & Company Providence, Rhode Island	$91	$0	1	0%	Maintained
1817	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$85	$0	1	0%	Maintained
1818	MAS MPWM Advisory Solutions Alpharetta, Georgia	$26	-$37	1	0%	Reduced
1819	BW Basepoint Wealth Cedar Rapids, Iowa	$12	+$12	1	0%	New
1820	Bartlett & Co Wealth Management Cincinnati, Ohio	$6	$0	1	0%	Maintained
1821	ACP Albar Capital Partners London, United Kingdom	$0	-$1.71M	0	–	Closed
1822	Ameritas Advisory Services Lincoln, Nebraska	$0	-$39.7K	0	–	Closed
1823	AIM Anchor Investment Management Columbia, South Carolina	$0	-$5.49K	0	–	Closed
1824	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$0	-$437K	0	–	Closed
1825	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$1.08M	0	–	Closed