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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
1151	OC Oakworth Capital Birmingham, Alabama	$5K	$0	1	0%	Maintained
1152	PC Pier Capital Stamford, Connecticut	$5K	-$1.7K	1	0%	Reduced
1153	RE RBC Europe London, United Kingdom	$5K	-$76K	2	0%	Reduced
1154	SFP Sandbox Financial Partners Bethesda, Maryland	$5K	+$117K	1	0%	New
1155	TFP Tilia Fiduciary Partners Wilmington, North Carolina	$5K	+$4.59K	1	0%	New
1156	Heritage Wealth Advisors Richmond, Virginia	$4K	$0	1	0%	Maintained
1157	KFI Key Financial Inc West Chester, Pennsylvania	$4K	$0	2	0%	Maintained
1158	NSIM North Star Investment Management Chicago, Illinois	$4K	-$1K	1	0%	Reduced
1159	RIM Rockbridge Investment Management Syracuse, New York	$4K	-$27K	1	0%	Reduced
1160	SC Schubert & Co Mckinney, Texas	$4K	+$3.63K	4	0%	New
1161	TD Ameritrade Investment Management Omaha, Nebraska	$4K	-$1.11K	1	0%	Reduced
1162	RWM Raffa Wealth Management Washington, District of Columbia	$3.69K	$0	2	0%	Maintained
1163	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$3K	$0	1	0%	Maintained
1164	BA Bivin & Associates Ponca City, Oklahoma	$3K	+$2.61K	2	0%	New
1165	CFRPA Castle Financial & Retirement Planning Associates Fair Haven, New Jersey	$3K	+$2.37K	2	0.01%	New
1166	CCA Column Capital Advisors Indianapolis, Indiana	$3K	$0	1	0%	Maintained
1167	CFO CVA Family Office Denver, Colorado	$3K	$0	1	0%	Maintained
1168	DHGWA Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina	$3K	+$2.35K	1	0%	New
1169	EWM Evermay Wealth Management Arlington, Virginia	$3K	$0	2	0%	Maintained
1170	FRA Front Row Advisors Tiburon, California	$3K	+$3.21K	1	0%	New
1171	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$3K	+$3.02K	1	0%	New
1172	IAG Investmark Advisory Group Shelton, Connecticut	$3K	+$2.47K	1	0%	New
1173	LWP Laurel Wealth Planning Edina, Minnesota	$3K	$0	1	0%	Maintained
1174	MFAM Motley Fool Asset Management Alexandria, Virginia	$3K	+$3.15K	1	0%	New
1175	PFA Professional Financial Advisors North Platte, Nebraska	$3K	$0	1	0%	Maintained