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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	Forum Financial Management Lombard, Illinois	$679K	+$202K	2	0.01%	Increased
627	OMC Oasis Management Company Grand Cayman, Cayman Islands	$678K	$0	1	0.15%	Maintained
628	ZIG Zuckerman Investment Group Chicago, Illinois	$677K	+$79K	1	0.07%	Increased
629	Fifth Third Wealth Advisors Cincinnati, Ohio	$674K	-$179K	2	0.04%	Reduced
630	HB Wealth Management Atlanta, Georgia	$667K	+$5.89K	3	0.01%	Increased
631	AAM Azzad Asset Management Falls Church, Virginia	$664K	+$558K	1	0.07%	New
632	QIM Quantitative Investment Management Charlottesville, Virginia	$662K	+$444K	2	0.07%	Increased
633	Quadrant Capital Group Cincinnati, Ohio	$662K	+$69K	10	0.05%	Increased
634	Greenleaf Trust Kalamazoo, Michigan	$657K	-$19K	3	0.01%	Reduced
635	Stratos Wealth Partners Beachwood, Ohio	$652K	+$203K	2	0.01%	Increased
636	Parallel Advisors San Francisco, California	$646K	+$175K	8	0.02%	Increased
637	FWTB First Western Trust Bank Denver, Colorado	$645K	$0	1	0.03%	Maintained
638	Avior Wealth Management Omaha, Nebraska	$641K	-$341K	4	0.03%	Reduced
639	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$640K	+$25.2K	1	0.3%	Increased
640	PI PFG Investments Woodbury, New York	$636K	-$6.29K	3	0.04%	Reduced
641	WA Waddell & Associates Memphis, Tennessee	$636K	$0	1	0.08%	Maintained
642	RSC Red Spruce Capital Berwyn, Pennsylvania	$635K	-$5.96K	1	0.29%	Reduced
643	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$616K	+$52.7K	1	0.39%	Increased
644	MC Moors & Cabot Boston, Massachusetts	$611K	-$14.3K	3	0.03%	Reduced
645	WAM Westport Asset Management Southport, Connecticut	$602K	$0	1	0.28%	Maintained
646	Heritage Investors Management Corp Bethesda, Maryland	$602K	+$7.47K	1	0.02%	Increased
647	EIM Essex Investment Management Boston, Massachusetts	$601K	$0	1	0.1%	Maintained
648	DC Diametric Capital Boston, Massachusetts	$591K	-$144K	1	0.29%	Reduced
649	Acadian Asset Management Boston, Massachusetts	$590K	+$78.4K	3	0%	Increased
650	Sax Wealth Advisors Parsippany, New Jersey	$583K	+$136K	1	0.05%	Increased