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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
601	Cetera Advisor Networks El Segundo, California	$213K	-$52.5K	1	0.01%	Reduced
602	GC Globeflex Capital San Diego, California	$207K	-$740K	1	0.06%	Reduced
603	Algert Global San Francisco, California	$204K	+$227K	1	0.09%	New
604	FC FORA Capital Miami, Florida	$202K	+$210K	3	0.04%	New
605	Bank Julius Baer & Co Zurich, Switzerland	$197K	+$211K	1	0%	New
606	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$196K	+$202K	1	0.01%	New
607	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$196K	-$1.67M	1	0%	Reduced
608	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$195K	+$201K	1	0.02%	New
609	Mitsubishi UFJ Asset Management Tokyo, Japan	$195K	+$8.64K	1	0%	Increased
610	Stratos Wealth Partners Beachwood, Ohio	$193K	+$213K	2	0.01%	New
611	MC Moors & Cabot Boston, Massachusetts	$191K	+$14.5K	1	0.03%	Increased
612	I2I Insight 2811 Inc Chicago, Illinois	$188K	-$69.1K	1	0.14%	Reduced
613	AIM Anchor Investment Management Columbia, South Carolina	$184K	-$29.8K	1	0.05%	Reduced
614	RCA Ranch Capital Advisors Sarasota, Florida	$178K	+$64K	2	0.18%	Increased
615	CCB Cutter & Co Brokerage Ballwin, Missouri	$177K	+$138K	1	0.07%	Increased
616	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$174K	-$160K	3	0.02%	Reduced
617	Oberweis Asset Management Lisle, Illinois	$174K	+$194K	1	0.1%	New
618	PP Pacifica Partners Surrey, Canada	$173K	-$14.2K	1	0.21%	Reduced
619	FBC Fairfield, Bush & Co Darien, Connecticut	$171K	-$30.1K	1	0.07%	Reduced
620	PRC Pearl River Capital Niles, Michigan	$166K	+$178K	1	0.32%	New
621	FHA Flagship Harbor Advisors Boston, Massachusetts	$165K	-$203K	4	0.03%	Reduced
622	BWM BerganKDV Wealth Management Bloomington, Minnesota	$160K	+$604	3	0.03%	Increased
623	Belpointe Asset Management Reno, Nevada	$156K	-$248K	1	0.03%	Reduced
624	Brown Advisory Baltimore, Maryland	$155K	+$186K	1	0%	New
625	HIA Harbor Investment Advisory Lutherville, Maryland	$153K	+$145K	4	0.04%	Increased