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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
626	Allstate Corporation Northbrook, Illinois	$367K	+$58.5K	1	0.01%	Increased
627	MAM Meeder Asset Management Dublin, Ohio	$364K	-$927K	3	0.02%	Reduced
628	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$357K	+$135K	2	0.03%	Increased
629	Natixis Paris, France	$356K	-$255K	1	0%	Reduced
630	PTC Petrus Trust Company Dallas, Texas	$356K	+$65.9K	2	0.04%	Increased
631	PA PSI Advisors Tampa, Florida	$354K	+$101K	1	0.27%	Increased
632	UFF USA Financial Formulas Ada, Michigan	$352K	+$365K	2	0.27%	Increased
633	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$346K	$0	1	0.16%	Maintained
634	MNBTD Moody National Bank Trust Division Galveston, Texas	$342K	$0	1	0.01%	Maintained
635	PAM Premier Asset Management Chicago, Illinois	$341K	-$419K	1	0.09%	Reduced
636	Bank Julius Baer & Co Zurich, Switzerland	$340K	+$102K	1	0%	Increased
637	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$339K	+$170K	2	0%	Increased
638	AI Atom Investors Austin, Texas	$338K	+$374K	2	0.03%	New
639	Carson Wealth (CWM LLC) Omaha, Nebraska	$338K	$0	5	0%	Maintained
640	VWA V Wealth Advisors Overland Park, Kansas	$338K	-$118K	1	0.23%	Reduced
641	ANI American National Insurance Galveston, Texas	$337K	$0	1	0.02%	Maintained
642	EMG ETF Managers Group Summit, New Jersey	$331K	+$118K	1	0.01%	Increased
643	BCA Bay Colony Advisors Concord, Massachusetts	$329K	-$41.4K	1	0.2%	Reduced
644	Parallel Advisors San Francisco, California	$326K	-$32.4K	4	0.02%	Reduced
645	MC Moors & Cabot Boston, Massachusetts	$325K	-$149K	1	0.03%	Reduced
646	STB S&T Bank Indiana, Pennsylvania	$324K	$0	1	0.07%	Maintained
647	DA Denali Advisors San Diego, California	$321K	+$426K	1	0.06%	New
648	HWM Hohimer Wealth Management Seattle, Washington	$320K	$0	1	0.09%	Maintained
649	WCM Weld Capital Management New York	$316K	-$275K	2	0.12%	Reduced
650	TD Private Client Wealth New York	$311K	+$30.5K	1	0.02%	Increased