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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
2251	LF LifeSteps Financial Claremont, California	$53.5K	+$51.1K	3	0.03%	New
2252	FGC Financial Gravity Companies Lakeway, Texas	$53.3K	+$55.1K	2	0.01%	New
2253	KA Kozak & Associates Highlands Ranch, Colorado	$52.9K	$0	1	0.01%	Maintained
2254	GEA Glen Eagle Advisors Kingston, New Jersey	$52.7K	+$19.8K	3	0.01%	Increased
2255	WAG Wiser Advisor Group Phoenix, Arizona	$52.3K	$0	1	0.06%	Maintained
2256	EWM Evolution Wealth Management Fort Myers, Florida	$52.3K	-$268K	4	0.03%	Reduced
2257	JGCM Joseph Group Capital Management Columbus, Ohio	$51.8K	+$30K	3	0.01%	Increased
2258	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$51.5K	+$10.6K	3	0.01%	Increased
2259	CGA Compound Global Advisors Mercer Island, Washington	$51.5K	+$53.5K	1	1.27%	New
2260	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$51.5K	+$53.5K	1	0.07%	New
2261	MEG Millstone Evans Group Boulder, Colorado	$49.7K	$0	2	0.03%	Maintained
2262	MAM Marquette Asset Management Minneapolis, Minnesota	$48.9K	-$1.69K	4	0.01%	Reduced
2263	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$48.9K	-$348K	1	0.04%	Reduced
2264	KWM KMT Wealth Management El Segundo, California	$48.9K	+$47.7K	1	0.04%	New
2265	DF Dunhill Financial London, United Kingdom	$48.7K	$0	5	0.01%	Maintained
2266	GBT Grove Bank & Trust Miami, Florida	$48.6K	+$10.3K	2	0%	Increased
2267	CT Clearstead Trust Portland, Maine	$48.3K	+$1.78K	4	0.01%	Increased
2268	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$47.7K	+$37.7K	3	0.01%	Increased
2269	S Sachetta Lynnfield, Massachusetts	$46.2K	-$33K	3	0.02%	Reduced
2270	BLC Brown, Lisle/Cummings Providence, Rhode Island	$45.7K	-$31.6K	2	0.01%	Reduced
2271	CIM Contravisory Investment Management Norwell, Massachusetts	$45.7K	-$22K	2	0.01%	Reduced
2272	EWP Elevation Wealth Partners Santa Rosa, California	$45.3K	+$27.8K	5	0.01%	Increased
2273	TAP Tounjian Advisory Partners Fort Myers, Florida	$45.1K	+$32.8K	1	0.02%	New
2274	AG AmeriFlex Group Las Vegas, Nevada	$45.1K	+$9.63K	4	0.02%	Increased
2275	CAN Capital Advisor Network Lafayette, Indiana	$45K	+$40.3K	1	0.06%	New