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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	PFM Parsec Financial Management Asheville, North Carolina	$756K	+$733K	1	0.04%	New
602	Simplicity Solutions Minneapolis, Minnesota	$751K	+$53.2K	1	0.15%	Increased
603	Parallax Volatility Advisers San Francisco, California	$738K	-$2.36M	1	0%	Reduced
604	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$736K	+$96.5K	1	0.4%	Increased
605	VWA V Wealth Advisors Overland Park, Kansas	$731K	+$127K	1	0.12%	Increased
606	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$728K	-$53.7K	2	0.01%	Reduced
607	SWM SeaCrest Wealth Management Purchase, New York	$713K	+$22.2K	2	0.09%	Increased
608	GFA Gifford Fong Associates Lafayette, California	$697K	$0	1	0.14%	Maintained
609	MC Moors & Cabot Boston, Massachusetts	$697K	-$201K	2	0.05%	Reduced
610	Prudential plc London, England, United Kingdom	$689K	-$37.8K	1	0.01%	Reduced
611	Stephens Inc Little Rock, Arkansas	$681K	-$483K	3	0.01%	Reduced
612	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$678K	+$102K	2	0.05%	Increased
613	AWM Altium Wealth Management Purchase, New York	$673K	-$43.1K	1	0.05%	Reduced
614	DTL Dynamic Technology Lab Singapore	$671K	-$1.99M	1	0.07%	Reduced
615	M&T Bank Buffalo, New York	$666K	-$18K	2	0%	Reduced
616	Avior Wealth Management Omaha, Nebraska	$665K	+$43K	2	0.07%	Increased
617	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$665K	-$18.2K	2	0.3%	Reduced
618	IAN Integrated Advisors Network Dallas, Texas	$656K	+$636K	1	0.05%	New
619	Stratos Wealth Partners Beachwood, Ohio	$645K	-$241	2	0.02%	Reduced
620	LAM Lapides Asset Management Greenwich, Connecticut	$640K	-$7.73K	1	0.26%	Reduced
621	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$634K	+$21.8K	2	0.14%	Increased
622	JWS Juncture Wealth Strategies Scottsdale, Arizona	$632K	+$82.9K	1	0.36%	Increased
623	PAM Premier Asset Management Chicago, Illinois	$631K	+$131K	1	0.09%	Increased
624	Capula Management Grand Cayman, Cayman Islands	$628K	+$152K	1	0.01%	Increased
625	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$618K	$0	1	0.22%	Maintained