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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
526	QIM Quantitative Investment Management Charlottesville, Virginia	$623K	-$2.04M	2	0.04%	Reduced
527	MFG Magnus Financial Group New York	$618K	+$13.1K	2	0.13%	Increased
528	SignatureFD Atlanta, Georgia	$616K	+$107K	4	0.05%	Increased
529	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$615K	-$296K	1	0.38%	Reduced
530	Scotia Capital Toronto, Ontario, Canada	$615K	+$578K	2	0.01%	Increased
531	HT HAP Trading New York	$599K	+$365K	1	0.05%	Increased
532	TIA Trust Investment Advisors Indianapolis, Indiana	$597K	-$51.1K	1	0.7%	Reduced
533	Mariner Overland Park, Kansas	$592K	+$320K	1	0.01%	Increased
534	AB AT Bancorp Dubuque, Iowa	$579K	-$66.3K	1	0.07%	Reduced
535	SC Skylands Capital Milwaukee, Wisconsin	$576K	-$192K	1	0.08%	Reduced
536	Level Four Advisory Services Dallas, Texas	$572K	+$875	1	0.06%	Increased
537	IHT Wealth Management Chicago, Illinois	$565K	+$219K	2	0.09%	Increased
538	GH GAM Holding Zurich, Switzerland	$556K	-$295K	1	0.02%	Reduced
539	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$552K	+$6.93K	1	0.39%	Increased
540	BCM BBT Capital Management Fort Worth, Texas	$551K	+$556K	1	0.69%	New
541	Advisory Services Network Atlanta, Georgia	$550K	-$45.4K	4	0.04%	Reduced
542	CAM Cubic Asset Management Boston, Massachusetts	$538K	+$23.1K	1	0.16%	Increased
543	Laird Norton Wetherby Wealth Management San Francisco, California	$538K	+$26.5K	1	0.07%	Increased
544	LCS Levin Capital Strategies New York	$531K	-$92M	2	0.06%	Reduced
545	CPP Crow Point Partners Boston, Massachusetts	$530K	+$49.2K	1	0.09%	Increased
546	Soros Fund Management New York	$523K	-$369K	1	0.01%	Reduced
547	Steward Partners Investment Advisory New York	$518K	+$188K	2	0.02%	Increased
548	CCI Credit Capital Investments Livingston, New Jersey	$515K	+$245K	1	0.55%	Increased
549	BA Boston Advisors Boston, Massachusetts	$509K	+$530K	1	0.03%	New
550	MNBTD Moody National Bank Trust Division Galveston, Texas	$506K	-$16.1K	4	0.01%	Reduced