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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
2226	PP PFS Partners Mine Hill, New Jersey	$77.8K	+$425	2	0.03%	Increased
2227	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$75.2K	-$37.7K	2	0.02%	Reduced
2228	Cassaday & Co Wealth Management Mclean, Virginia	$74.1K	+$263	4	0%	Increased
2229	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$74.1K	-$208K	2	0.03%	Reduced
2230	UFPG United Financial Planning Group Hauppauge, New York	$73.2K	+$2.59K	4	0.04%	Increased
2231	TM Torren Management San Diego, California	$72.7K	$0	4	0.04%	Maintained
2232	GIA GHP Investment Advisors Denver, Colorado	$70.2K	+$10.3K	4	0%	Increased
2233	HFS Hughes Financial Services Herndon, Virginia	$69.1K	+$7.85K	6	0.01%	Increased
2234	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$68K	+$49.4K	1	0%	New
2235	WTA Washington Trust Advisors Wellesley, Massachusetts	$66.4K	+$65.8K	3	0%	Increased
2236	PL PeakShares LLC Tampa, Florida	$66.4K	+$64.4K	1	0.05%	New
2237	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$62.8K	+$25.1K	4	0.01%	Increased
2238	DCM Dorato Capital Management Denver, Colorado	$61K	$0	1	0.04%	Maintained
2239	RWM Raffa Wealth Management Washington, District of Columbia	$60.9K	+$18.3K	6	0.01%	Increased
2240	PB Pinnacle Bancorp Beatrice, Nebraska	$60.2K	+$25.2K	3	0.02%	Increased
2241	CAM Costello Asset Management Feasterville, Pennsylvania	$59.8K	+$14.8K	2	0.02%	Increased
2242	EWM Evermay Wealth Management Arlington, Virginia	$59.5K	+$52.8K	3	0.01%	Increased
2243	CTA Colonial Trust Advisors Spartanburg, South Carolina	$59.2K	$0	1	0%	Maintained
2244	MCF Advisors Covington, Kentucky	$59.1K	-$189K	6	0%	Reduced
2245	GCP Gill Capital Partners Denver, Colorado	$57.9K	$0	3	0.02%	Maintained
2246	GA GoalVest Advisory New York	$57.5K	+$44.4K	4	0.01%	Increased
2247	FP Financial Perspectives Minneapolis, Minnesota	$57.3K	$0	2	0.01%	Maintained
2248	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$57.3K	$0	2	0.02%	Maintained
2249	MO McMillan Office St. Clair Shores, Michigan	$56.8K	+$5.1K	3	0.01%	Increased
2250	SWP Strategic Wealth Partners Independence, Ohio	$53.6K	-$192K	5	0%	Reduced