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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	GFA Gifford Fong Associates Lafayette, California	$648K	$0	1	0.15%	Maintained
602	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$647K	$0	1	0.28%	Maintained
603	PCM Prelude Capital Management New York	$643K	-$453K	1	0.02%	Reduced
604	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$639K	+$39.4K	1	0.28%	Increased
605	DF Donoghue Forlines Boston, Massachusetts	$636K	+$579K	1	0.12%	New
606	RSC Red Spruce Capital Berwyn, Pennsylvania	$630K	+$476K	1	0.44%	New
607	SCM SOL Capital Management Rockville, Maryland	$630K	+$43.6K	1	0.15%	Increased
608	Magnetar Financial Evanston, Illinois	$629K	-$442K	1	0.01%	Reduced
609	Stratos Wealth Partners Beachwood, Ohio	$616K	+$283K	3	0.02%	Increased
610	DA Denali Advisors San Diego, California	$613K	+$156K	1	0.1%	Increased
611	Quantinno Capital Management New York	$608K	-$90.9K	1	0.47%	Reduced
612	STB S&T Bank Indiana, Pennsylvania	$608K	$0	1	0.11%	Maintained
613	SM Southport Management Wilson, Wyoming	$608K	+$474K	1	3.64%	New
614	Mission Wealth Management Santa Barbara, California	$606K	+$504K	2	0.04%	New
615	FI FormulaFolio Investments Grand Rapids, Michigan	$601K	+$442K	2	0.01%	Increased
616	Quilter Plc London, United Kingdom	$601K	+$60.6K	1	0.02%	Increased
617	Pendal Group Sydney, Australia	$596K	+$177K	2	0.01%	Increased
618	WA WealthTrust Axiom Wayne, Pennsylvania	$591K	+$16.8K	2	0.21%	Increased
619	D.A. Davidson & Co Great Falls, Montana	$588K	-$74.4K	1	0.01%	Reduced
620	Focus Financial Network Minneapolis, Minnesota	$587K	+$358K	1	0.05%	Increased
621	Avior Wealth Management Omaha, Nebraska	$586K	+$8.3K	5	0.07%	Increased
622	MC Moors & Cabot Boston, Massachusetts	$586K	+$208K	2	0.05%	Increased
623	WW Waterfront Wealth Overland Park, Kansas	$585K	+$590K	1	0.41%	New
624	CI Investments Inc Toronto, Ontario, Canada	$582K	-$3.31M	1	0%	Reduced
625	Exchange Traded Concepts Oklahoma City, Oklahoma	$579K	+$203K	3	0.03%	Increased