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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
2401	WestEnd Advisors Charlotte, North Carolina	$3.51K	+$510	3	0%	Increased
2402	CCC Chelsea Counsel Company Los Angeles, California	$3.43K	$0	1	0%	Maintained
2403	FGA Fortis Group Advisors Westwood, New Jersey	$3.19K	$0	1	0%	Maintained
2404	PCFFS Pacific Center for Financial Services San Ramon, California	$3.07K	$0	1	0%	Maintained
2405	SA Seneschal Advisors Tacoma, Washington	$3.02K	$0	3	0%	Maintained
2406	Capital Analysts LLC Fort Washington, Pennsylvania	$3K	+$2.08K	2	0%	New
2407	RBC Roble Belko & Company Sewickley, Pennsylvania	$3K	-$354	1	0%	Reduced
2408	SWA Strategic Wealth Advisors Scottsdale, Arizona	$3K	$0	1	0%	Maintained
2409	VWA Valued Wealth Advisors Holladay, Utah	$2.94K	+$510	1	0%	Increased
2410	Heritage Wealth Advisors Richmond, Virginia	$2.94K	$0	1	0%	Maintained
2411	MWM Mascoma Wealth Management Hanover, New Hampshire	$2.93K	+$708	3	0%	Increased
2412	AW Ankerstar Wealth Leander, Texas	$2.76K	+$2.48K	1	0%	New
2413	CHC City Holding Co Charleston, West Virginia	$2.66K	$0	1	0%	Maintained
2414	GFA Godfrey Financial Associates Glenmont, New York	$2.49K	-$198	2	0%	Reduced
2415	MFC Mechanics Financial Corp Mansfield, Ohio	$2.33K	+$2.42K	2	0%	New
2416	MB MidFirst Bank Oklahoma City, Oklahoma	$2.32K	-$46.9K	1	0%	Reduced
2417	FWM Focused Wealth Management Newburgh, New York	$2.07K	+$2.28K	1	0%	New
2418	MWA Medallion Wealth Advisors Farmington, Connecticut	$2.06K	+$1.78K	2	0%	Increased
2419	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.05K	+$2.59K	4	0%	New
2420	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$2K	+$1.09K	1	0%	New
2421	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1.99K	$0	1	0%	Maintained
2422	NWS Nvest Wealth Strategies Powell, Ohio	$1.84K	$0	2	0%	Maintained
2423	BH Burk Holdings Tulsa, Oklahoma	$1.75K	$0	1	0%	Maintained
2424	PG Proffitt & Goodson Knoxville, Tennessee	$1.47K	$0	1	0%	Maintained
2425	MS Monetary Solutions Dayton, Ohio	$1.45K	+$566	1	0%	Increased