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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
676	Meitav Investment House Bene-Beraq, Israel	$146K	+$37.6K	1	0.01%	Increased
677	NFG Next Financial Group Houston, Texas	$144K	+$71.7K	5	0.02%	Increased
678	IRC Investors Research Corp Atlanta, Georgia	$138K	-$32.5K	6	0.07%	Reduced
679	AIA AIMZ Investment Advisors Los Altos, California	$129K	$0	1	0.09%	Maintained
680	First Allied Advisory Services San Diego, California	$128K	+$12.9K	1	0%	Increased
681	QT Quantamental Technologies White Plains, New York	$123K	-$375K	3	0.05%	Reduced
682	Quadrant Capital Group Cincinnati, Ohio	$120K	-$117K	6	0.02%	Reduced
683	RI Ridgewood Investments Springfield, New Jersey	$120K	-$179	1	0.09%	Reduced
684	CPA Court Place Advisors Ellicott City, Maryland	$115K	-$1.05K	1	0.05%	Reduced
685	FCI Financial Counselors Inc Overland Park, Kansas	$114K	-$159K	1	0%	Reduced
686	FL Fort LP Chevy Chase, Maryland	$114K	-$3.12K	1	0.02%	Reduced
687	Plancorp LLC Saint Louis, Missouri	$114K	+$66.8K	1	0.05%	Increased
688	OFS OneAscent Financial Services Birmingham, Alabama	$112K	+$118K	1	0.08%	New
689	TD Asset Management Toronto, Ontario, Canada	$109K	-$654K	1	0%	Reduced
690	Geneos Wealth Management Englewood, Colorado	$108K	-$6.71K	4	0.01%	Reduced
691	Global Retirement Partners San Rafael, California	$107K	-$3.13K	4	0.02%	Reduced
692	FCM Flinton Capital Management Philadelphia, Pennsylvania	$106K	+$29.8K	1	0%	Increased
693	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$106K	+$1.01K	1	0.01%	Increased
694	SFS Strategic Financial Services Utica, New York	$105K	+$111K	1	0.01%	New
695	HL HeadInvest LLC Portland, Maine	$102K	+$12.9K	1	0.03%	Increased
696	HighPoint Advisor Group Downers Grove, Illinois	$101K	-$158K	1	0.02%	Reduced
697	RM Resource Management Metairie, Louisiana	$99K	+$104K	1	0.02%	New
698	CCA Checchi Capital Advisers Beverly Hills, California	$98K	-$36.7K	1	0.01%	Reduced
699	WDL Well Done LLC Holland, Michigan	$98K	+$103K	1	0.02%	New
700	ClearBridge Investments New York	$97K	-$1.12K	2	0%	Reduced