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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	$428K	+$483K	3	0.01%	Increased
627	Asset Management One Tokyo, Japan	$424K	-$184K	2	0%	Reduced
628	WCA Westover Capital Advisors Wilmington, Delaware	$423K	$0	1	0.16%	Maintained
629	HCM Hilton Capital Management Garden City, New York	$422K	+$159K	2	0.06%	Increased
630	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$420K	-$3.89K	1	0.05%	Reduced
631	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$419K	-$105K	1	0.36%	Reduced
632	PA PSI Advisors Tampa, Florida	$417K	$0	2	0.2%	Maintained
633	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$416K	+$377K	2	0.1%	Increased
634	Belpointe Asset Management Reno, Nevada	$415K	-$186K	7	0.02%	Reduced
635	AAM Aureus Asset Management Boston, Massachusetts	$409K	$0	1	0.03%	Maintained
636	Lido Advisors Los Angeles, California	$409K	+$34.2K	1	0%	Increased
637	Diversified Trust Memphis, Tennessee	$408K	+$388K	1	0.02%	New
638	Palisade Capital Management Fort Lee, New Jersey	$408K	-$145K	1	0.01%	Reduced
639	Callan Family Office Radnor, Pennsylvania	$407K	+$435K	1	0.1%	New
640	JIP Jaffetilchin Investment Partners Tampa, Florida	$406K	+$87.4K	1	0.05%	Increased
641	SW Solidarity Wealth Lehi, Utah	$402K	+$429K	1	0.18%	New
642	Level Four Advisory Services Dallas, Texas	$398K	+$56.5K	1	0.03%	Increased
643	Parallel Advisors San Francisco, California	$395K	-$8.4K	8	0.01%	Reduced
644	Belvedere Trading Chicago, Illinois	$394K	-$35.6K	2	0%	Reduced
645	IAM Innovis Asset Management Chicago, Illinois	$382K	+$418K	1	0.15%	New
646	MLICM Metropolitan Life Insurance Company (MetLife) New York	$381K	-$122K	4	0.02%	Reduced
647	CWA CM Wealth Advisors Beachwood, Ohio	$374K	+$456K	2	0.07%	New
648	TD Private Client Wealth New York	$370K	+$50.1K	4	0.02%	Increased
649	TD Waterhouse Canada Toronto, Ontario, Canada	$368K	-$68.5K	7	0%	Reduced
650	JB Capital Wethersfield, Connecticut	$368K	+$29.1K	1	0.03%	Increased