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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
651	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$475K	+$80.9K	2	0.01%	Increased
652	Prospera Financial Services Dallas, Texas	$475K	+$390K	1	0.03%	Increased
653	Maven Securities St Helier, Jersey	$474K	+$429K	1	0.05%	New
654	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$471K	+$411K	2	0.03%	New
655	SWP Strategic Wealth Partners Independence, Ohio	$468K	+$133K	1	0.2%	Increased
656	Asset Management One Tokyo, Japan	$462K	+$130K	2	0%	Increased
657	CIM CIM Investment Management Pittsburgh, Pennsylvania	$461K	$0	1	0.15%	Maintained
658	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$457K	+$16.1K	1	0.31%	Increased
659	SWA Stratos Wealth Advisors Beachwood, Ohio	$454K	+$377K	2	0.06%	New
660	Raymond James Trust St. Petersburg, Florida	$449K	+$234K	2	0.02%	Increased
661	VFM Vivid Financial Management Orcutt, California	$444K	+$404K	1	0.21%	New
662	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$432K	+$436K	1	0.36%	New
663	PL Parthenon LLC Louisville, Kentucky	$429K	-$12.3K	1	0.07%	Reduced
664	Laird Norton Wetherby Wealth Management San Francisco, California	$428K	-$78.7K	1	0.03%	Reduced
665	SCM Snow Capital Management Sewickley, Pennsylvania	$421K	-$209K	1	0.07%	Reduced
666	CT Coastline Trust Providence, Rhode Island	$419K	+$151K	1	0.06%	Increased
667	GAA Green Alpha Advisors Niwot, Colorado	$418K	+$380K	1	0.51%	New
668	MHP Manatuck Hill Partners Westport, Connecticut	$416K	-$342K	1	0.17%	Reduced
669	ACS Archford Capital Strategies Swansea, Illinois	$412K	+$86.3K	1	0.09%	Increased
670	Parallel Advisors San Francisco, California	$407K	-$12.1K	6	0.02%	Reduced
671	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$401K	+$19.3K	2	0.03%	Increased
672	RCA Ranch Capital Advisors Sarasota, Florida	$401K	+$9.02K	2	0.29%	Increased
673	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$398K	+$284K	1	0.26%	Increased
674	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$397K	+$309K	1	0.02%	New
675	HFA Hoover Financial Advisors Malvern, Pennsylvania	$396K	+$265K	2	0.1%	New