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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
2426	APW Atlantic Private Wealth Chapel Hill, North Carolina	$1.36K	$0	1	0%	Maintained
2427	BIM Breakwater Investment Management Seattle, Washington	$1.22K	+$1.05K	2	0%	New
2428	RF Roxbury Financial Mount Arlington, New Jersey	$1.22K	+$1.18K	1	0%	New
2429	HIA Highland Investment Advisors Ponte Vedra, Florida	$1.21K	+$1.17K	1	0%	New
2430	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.05K	+$1.02K	1	0%	New
2431	BC Barrett & Company Providence, Rhode Island	$1.04K	+$892	2	0%	Increased
2432	WAS Winch Advisory Services Appleton, Wisconsin	$1.04K	$0	1	0%	Maintained
2433	HCM Horrell Capital Management Little Rock, Arkansas	$1K	+$593	1	0%	New
2434	POIA Pin Oak Investment Advisors Houston, Texas	$1K	+$811	1	0%	New
2435	Vanguard Advisers Inc Malvern, Pennsylvania	$930	+$901	1	0%	New
2436	MCA Maryland Capital Advisors Chester, Maryland	$886	+$864	2	0%	New
2437	TTIC Tower Trust & Investment Company Davenport, Iowa	$823	+$798	1	0%	New
2438	FW Fairway Wealth Independence, Ohio	$771	+$816	1	0%	New
2439	BF Brooklyn FI New York	$685	+$593	1	0%	New
2440	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$518	$0	1	0%	Maintained
2441	CI Cordant Inc Portland, Oregon	$505	+$354	1	0%	New
2442	T Tidemark San Diego, California	$491	+$510	1	0%	New
2443	HFS Horizon Financial Services Winston Salem, North Carolina	$412	+$399	1	0%	New
2444	IWP IAG Wealth Partners Waukesha, Wisconsin	$385	$0	1	0%	Maintained
2445	3FI 3 Factor Indexing Sacramento, California	$381	$0	1	0%	Maintained
2446	MAS MPWM Advisory Solutions Alpharetta, Georgia	$53	$0	1	0%	Maintained
2447	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$27	$0	1	0%	Maintained
2448	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$0	-$986K	0	–	Closed
2449	Advisory Alpha Holland, Michigan	$0	-$639K	0	–	Closed
2450	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$0	-$446K	0	–	Closed