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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
2076	FFL Financial Freedom LLC Cincinnati, Ohio	$1.38K	$0	1	0%	Maintained
2077	GFA Godfrey Financial Associates Glenmont, New York	$1.36K	$0	2	0%	Maintained
2078	TWM TopTier Wealth Management Muskego, Wisconsin	$1.25K	+$1.07K	2	0%	New
2079	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1.21K	$0	1	0%	Maintained
2080	EWM Evermay Wealth Management Arlington, Virginia	$1.21K	$0	1	0%	Maintained
2081	PG Proffitt & Goodson Knoxville, Tennessee	$1.17K	$0	1	0%	Maintained
2082	GPFA Game Plan Financial Advisors Westlake, Ohio	$1.13K	-$6.33K	2	0%	Reduced
2083	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$1.13K	$0	1	0%	Maintained
2084	BH Burk Holdings Tulsa, Oklahoma	$1.06K	+$969	1	0%	New
2085	BFPW BOK Financial Private Wealth Denver, Colorado	$939	+$1.22K	1	0%	New
2086	HIMS Hager Investment Management Services New London, New Hampshire	$804	+$734	1	0%	New
2087	SNB Security National Bank Omaha, Nebraska	$804	$0	1	0%	Maintained
2088	WAS Winch Advisory Services Appleton, Wisconsin	$773	$0	1	0%	Maintained
2089	FFA Frazier Financial Advisors Columbus, Ohio	$678	+$458	2	0%	Increased
2090	MS Monetary Solutions Dayton, Ohio	$523	$0	1	0%	Maintained
2091	APW Atlantic Private Wealth Chapel Hill, North Carolina	$469	$0	1	0%	Maintained
2092	Optiver Holding Amsterdam, Netherlands	$422	-$85K	1	0%	Reduced
2093	CFG Clayton Financial Group St. Louis, Missouri	$389	+$306	1	0%	New
2094	BIM Bullseye Investment Management Cincinnati, Ohio	$388	$0	1	0%	Maintained
2095	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$314	$0	1	0%	Maintained
2096	IWP IAG Wealth Partners Waukesha, Wisconsin	$233	$0	1	0%	Maintained
2097	3FI 3 Factor Indexing Sacramento, California	$223	+$223	1	0%	New
2098	MWA Medallion Wealth Advisors Farmington, Connecticut	$210	$0	1	0%	Maintained
2099	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$115	$0	1	0%	Maintained
2100	BC Barrett & Company Providence, Rhode Island	$112	$0	1	0%	Maintained