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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	AF Arrow Financial Glens Falls, New York	$5K	$0	1	0%	Maintained
1052	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$5K	$0	1	0%	Maintained
1053	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$5K	+$3.62K	1	0%	Increased
1054	CA Crewe Advisors Salt Lake City, Utah	$5K	$0	1	0%	Maintained
1055	EARNEST Partners Atlanta, Georgia	$5K	$0	1	0%	Maintained
1056	EWA Evolution Wealth Advisors Aventura, Florida	$5K	$0	1	0%	Maintained
1057	FCM Firestone Capital Management Coral Gables, Florida	$5K	$0	2	0%	Maintained
1058	HMS Hanseatic Management Services Albuquerque, New Mexico	$5K	$0	1	0.01%	Maintained
1059	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5K	$0	3	0%	Maintained
1060	NSIM North Star Investment Management Chicago, Illinois	$5K	+$1.87K	2	0%	Increased
1061	SL Savior LLC Wellesley Hills, Massachusetts	$5K	$0	1	0%	Maintained
1062	SB Strategic Blueprint Atlanta, Georgia	$5K	+$5.21K	3	0%	New
1063	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$4K	-$2.6K	2	0%	Reduced
1064	JEST JTC Employer Solutions Trustee St Helier, Jersey	$4K	+$3.62K	1	0%	New
1065	KFI Key Financial Inc West Chester, Pennsylvania	$4K	-$753	2	0%	Reduced
1066	MIM Macroview Investment Management Bethesda, Maryland	$4K	-$2.03K	1	0.01%	Reduced
1067	OC Oakworth Capital Birmingham, Alabama	$4K	$0	1	0%	Maintained
1068	Heritage Wealth Advisors Richmond, Virginia	$3.35K	$0	1	0%	Maintained
1069	FPW Flagship Private Wealth Woburn, Massachusetts	$3.23K	$0	1	0%	Maintained
1070	RWM Raffa Wealth Management Washington, District of Columbia	$3.1K	$0	2	0%	Maintained
1071	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$3K	$0	1	0%	Maintained
1072	BFA Brendel Financial Advisors Hanover, New Hampshire	$3K	+$2.41K	1	0%	New
1073	EWM Evermay Wealth Management Arlington, Virginia	$3K	+$3.39K	2	0%	New
1074	LF Lee Financial Dallas, Texas	$3K	+$1.65K	2	0%	Increased
1075	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$3K	+$2.91K	1	0%	New