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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
2051	CWP Clark Wealth Partners O'fallon, Illinois	$3.9K	+$2.75K	2	0%	Increased
2052	IFG Advisory Atlanta, Georgia	$3.88K	-$777K	1	0.01%	Reduced
2053	EF Entrust Financial Wayne, Pennsylvania	$3.57K	$0	1	0%	Maintained
2054	NL NVWM LLC Yardley, Pennsylvania	$3.38K	+$2.55K	1	0%	New
2055	ECA Elevated Capital Advisors Sandy, Utah	$3.33K	$0	1	0%	Maintained
2056	KFP Kerr Financial Planning Fresno, California	$3.32K	-$10.2K	1	0%	Reduced
2057	FIM FWL Investment Management Dallas, Texas	$2.81K	+$2.2K	1	0%	New
2058	CCC Chelsea Counsel Company Los Angeles, California	$2.72K	$0	1	0%	Maintained
2059	WB Webster Bank Waterbury, Connecticut	$2.59K	$0	1	0%	Maintained
2060	WOSD WFA of San Diego San Diego, California	$2.35K	+$3.04K	1	0%	New
2061	Heritage Wealth Advisors Richmond, Virginia	$2.33K	+$1.83K	1	0%	New
2062	WTA Washington Trust Advisors Wellesley, Massachusetts	$2.33K	+$1.83K	1	0%	New
2063	CVM Cheviot Value Management Beverly Hills, California	$2.22K	+$2.23K	1	0%	New
2064	SA Seneschal Advisors Tacoma, Washington	$2.19K	+$1.01K	3	0%	Increased
2065	WestEnd Advisors Charlotte, North Carolina	$2.19K	+$1.85K	3	0%	New
2066	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$2.19K	+$1.69K	1	0%	Increased
2067	RBC Roble Belko & Company Sewickley, Pennsylvania	$2K	$0	1	0%	Maintained
2068	DCM Davis Capital Management Jacksonville, Florida	$1.96K	+$549	3	0%	Increased
2069	VWA Valued Wealth Advisors Holladay, Utah	$1.94K	+$1.53K	1	0%	New
2070	PWA Portus Wealth Advisors Charlotte, North Carolina	$1.94K	+$1.53K	1	0%	New
2071	FGA Fortis Group Advisors Westwood, New Jersey	$1.93K	-$74.1K	1	0%	Reduced
2072	PCFFS Pacific Center for Financial Services San Ramon, California	$1.86K	$0	1	0%	Maintained
2073	CHC City Holding Co Charleston, West Virginia	$1.61K	-$14.7K	1	0%	Reduced
2074	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.49K	+$1.3K	2	0%	New
2075	NWS Nvest Wealth Strategies Powell, Ohio	$1.48K	+$1.16K	2	0%	New