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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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$618K	-$834	1	0.08%	Reduced
627	JIR James Investment Research Alpha, Ohio	$609K	-$20.4K	1	0.05%	Reduced
628	Great Valley Advisor Group Wilmington, Delaware	$608K	+$28.4K	1	0.05%	Increased
629	SWM Segment Wealth Management Houston, Texas	$608K	$0	1	0.07%	Maintained
630	VHAM Van Hulzen Asset Management El Dorado Hills, California	$599K	-$38.8K	1	0.09%	Reduced
631	LG Leuthold Group Minneapolis, Minnesota	$597K	-$14.9K	2	0.07%	Reduced
632	Jump Financial Chicago, Illinois	$593K	+$370K	3	0.06%	Increased
633	CAM Carret Asset Management New York	$571K	-$1.21M	1	0.07%	Reduced
634	WW Westshore Wealth Newport Beach, California	$570K	+$481K	1	0.29%	Increased
635	MGO One Seven Beachwood, Ohio	$569K	-$8.1K	1	0.08%	Reduced
636	Allstate Corporation Northbrook, Illinois	$564K	$0	1	0.02%	Maintained
637	Brookstone Capital Management Wheaton, Illinois	$558K	-$150K	1	0.01%	Reduced
638	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$557K	-$31K	1	0%	Reduced
639	BC Bridgefront Capital Austin, Texas	$546K	+$219K	1	0.21%	Increased
640	Spire Wealth Management Mclean, Virginia	$540K	-$508K	7	0.01%	Reduced
641	Integrated Wealth Concepts Waltham, Massachusetts	$536K	+$58.7K	2	0.02%	Increased
642	GC GMT Capital Atlanta, Georgia	$535K	$0	1	0.04%	Maintained
643	Belpointe Asset Management Reno, Nevada	$532K	+$131K	3	0.04%	Increased
644	BAM Blueshift Asset Management Red Bank, New Jersey	$532K	-$1.44M	1	0.03%	Reduced
645	YMRC Yorktown Management & Research Company Forest, Virginia	$529K	+$187K	1	0.41%	Increased
646	Exchange Traded Concepts Oklahoma City, Oklahoma	$528K	-$104K	1	0.02%	Reduced
647	Diversified Trust Memphis, Tennessee	$527K	+$284K	2	0.02%	Increased
648	ACS Archford Capital Strategies Swansea, Illinois	$523K	+$94.1K	1	0.13%	Increased
649	Clearstead Advisors Cleveland, Ohio	$521K	+$25.2K	2	0.04%	Increased
650	PHK Point72 Hong Kong Hong Kong	$519K	-$47.1K	2	0.02%	Reduced