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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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$542K	-$128K	1	0.01%	Reduced
627	SWM SeaCrest Wealth Management Purchase, New York	$533K	-$66.3K	1	0.06%	Reduced
628	Stratos Wealth Partners Beachwood, Ohio	$530K	-$127K	1	0.01%	Reduced
629	Ancora Advisors Cleveland, Ohio	$519K	+$7.26K	1	0.01%	Increased
630	SI Shaker Investments Cleveland, Ohio	$516K	+$568K	1	0.23%	New
631	Integrated Wealth Concepts Waltham, Massachusetts	$515K	+$15.7K	2	0.02%	Increased
632	FC FORA Capital Miami, Florida	$513K	-$745K	2	0.13%	Reduced
633	B Bellecapital Zurich, Switzerland	$510K	-$143K	1	0.16%	Reduced
634	Allstate Corporation Northbrook, Illinois	$509K	$0	1	0.02%	Maintained
635	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$506K	$0	1	0.18%	Maintained
636	HA Herold Advisors New York	$506K	+$549K	2	0.2%	New
637	1WA 180 Wealth Advisors Federal Way, Washington	$498K	+$16.3K	2	0.11%	Increased
638	IMC Chicago Chicago, Illinois	$494K	-$1.59M	1	0%	Reduced
639	Silvercrest Asset Management New York	$494K	+$37.8K	1	0%	Increased
640	GC GMT Capital Atlanta, Georgia	$483K	$0	1	0.04%	Maintained
641	YMRC Yorktown Management & Research Company Forest, Virginia	$478K	$0	1	0.36%	Maintained
642	Diversified Trust Memphis, Tennessee	$477K	+$26.4K	2	0.02%	Increased
643	PA PSI Advisors Tampa, Florida	$477K	+$20.9K	3	0.22%	Increased
644	MNBTD Moody National Bank Trust Division Galveston, Texas	$476K	+$6.09K	1	0.01%	Increased
645	SM Southport Management Wilson, Wyoming	$475K	+$163K	1	1.81%	Increased
646	ANI American National Insurance Galveston, Texas	$470K	$0	1	0.02%	Maintained
647	AE Wealth Management Topeka, Kansas	$463K	-$418K	2	0%	Reduced
648	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$460K	+$115K	1	0.15%	Increased
649	CreativeOne Wealth Overland Park, Kansas	$458K	+$87.3K	2	0.03%	Increased
650	AI Atom Investors Austin, Texas	$456K	+$431K	1	0.04%	Increased