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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
1051	CFO CVA Family Office Denver, Colorado	$2K	$0	1	0%	Maintained
1052	Heritage Wealth Advisors Richmond, Virginia	$2K	$0	1	0%	Maintained
1053	LF Lee Financial Dallas, Texas	$2K	+$4	3	0%	Increased
1054	PCA Peddock Capital Advisors Braintree, Massachusetts	$2K	+$1.61K	1	0%	New
1055	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
1056	RIA RPG Investment Advisory Pleasanton, California	$2K	+$1.87K	1	0%	New
1057	TFS TrustCore Financial Services Brentwood, Tennessee	$2K	$0	1	0%	Maintained
1058	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$2K	$0	1	0%	Maintained
1059	AFS Annapolis Financial Services Annapolis, Maryland	$1K	+$674	1	0%	New
1060	BAM Barrett Asset Management New York	$1K	+$788	1	0%	New
1061	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	+$957	1	0%	New
1062	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	+$711	1	0%	New
1063	FP Fiduciary Planning Englewood, Florida	$1K	$0	1	0%	Maintained
1064	HWA HHM Wealth Advisors Chattanooga, Tennessee	$1K	$0	1	0%	Maintained
1065	JWBC John W. Brooker & Co Oakland, California	$1K	-$5.12K	1	0%	Reduced
1066	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1K	+$926	2	0%	New
1067	MI Markston International White Plains, New York	$1K	$0	1	0%	Maintained
1068	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	+$67	1	0%	Increased
1069	RA Reby Advisors Danbury, Connecticut	$1K	+$1.01K	1	0%	New
1070	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$1K	+$489	1	0%	New
1071	RF Robbins Farley Bedford, New Hampshire	$1K	+$1.15K	1	0%	New
1072	TF Tompkins Financial Ithaca, New York	$1K	+$364	2	0%	Increased
1073	Washington Trust Westerly, Rhode Island	$1K	+$843	1	0%	New
1074	WhitTier Trust Company Reno, Nevada	$1K	-$88.9K	1	0%	Reduced
1075	BFG Baron Financial Group Fair Lawn, New Jersey	$899	$0	1	0%	Maintained