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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	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$599K	+$201K	3	0.04%	Increased
652	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$598K	+$213K	1	0.35%	Increased
653	Rafferty Asset Management New York	$595K	+$202K	1	0%	Increased
654	ACI AMP Capital Investors Sydney, Australia	$593K	-$528K	1	0%	Reduced
655	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$584K	-$59.4K	1	0.08%	Reduced
656	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$583K	$0	1	0.23%	Maintained
657	VWA V Wealth Advisors Overland Park, Kansas	$577K	-$537K	1	0.11%	Reduced
658	SSG Summit Securities Group New York	$576K	+$583K	1	0.06%	New
659	OR Olympiad Research Stamford, Connecticut	$573K	+$581K	1	0.25%	New
660	SWM Segment Wealth Management Houston, Texas	$573K	+$687K	1	0.08%	New
661	JWS Juncture Wealth Strategies Scottsdale, Arizona	$569K	-$83.3K	1	0.36%	Reduced
662	SRC Samson Rock Capital London, United Kingdom	$560K	+$616K	1	0.14%	New
663	Pendal Group Sydney, Australia	$556K	$0	2	0.01%	Maintained
664	MGO One Seven Beachwood, Ohio	$555K	-$16.1K	1	0.1%	Reduced
665	Clearstead Advisors Cleveland, Ohio	$551K	+$271K	2	0.05%	Increased
666	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$547K	-$11.5K	1	0%	Reduced
667	SA Springowl Associates New York	$547K	$0	1	2.67%	Maintained
668	VWM Valley Wealth Managers Paramus, New Jersey	$546K	-$15.9M	1	0.05%	Reduced
669	Mission Wealth Management Santa Barbara, California	$545K	-$16.6K	2	0.03%	Reduced
670	Allstate Corporation Northbrook, Illinois	$543K	-$18.6K	1	0.02%	Reduced
671	PA PSI Advisors Tampa, Florida	$541K	$0	1	0.32%	Maintained
672	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$538K	+$10.9K	2	0.14%	Increased
673	AWM Altium Wealth Management Purchase, New York	$536K	-$126K	1	0.04%	Reduced
674	Stratos Wealth Partners Beachwood, Ohio	$536K	-$114K	2	0.01%	Reduced
675	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$529K	+$482K	1	0.23%	Increased