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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
951	DF Dedeker Financial St. Louis Park, Minnesota	$4.73M	-$5.04M	1	2.69%	Reduced
952	Apollon Wealth Management Mount Pleasant, South Carolina	$4.71M	+$2.51M	6	0.06%	Increased
953	Empirical Wealth Management Seattle, Washington	$4.71M	+$646K	6	0.07%	Increased
954	MGO One Seven Beachwood, Ohio	$4.71M	+$854K	6	0.08%	Increased
955	OC Opal Capital Boca Raton, Florida	$4.67M	-$441K	3	0.84%	Reduced
956	SCM Stevens Capital Management Radnor, Pennsylvania	$4.66M	+$4.43M	3	1.12%	New
957	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$4.65M	+$7.04K	3	0.28%	Increased
958	RIM Rovida Investment Management Grand Cayman, Cayman Islands	$4.64M	+$4.5M	1	0.32%	New
959	Krilogy Financial St. Louis, Missouri	$4.62M	+$17.3K	5	0.14%	Increased
960	GC GMT Capital Atlanta, Georgia	$4.62M	$0	1	0.24%	Maintained
961	Advisors Capital Management Ridgewood, New Jersey	$4.6M	+$537K	4	0.05%	Increased
962	AAM Aureus Asset Management Boston, Massachusetts	$4.57M	-$495K	1	0.28%	Reduced
963	Ameritas Advisory Services Lincoln, Nebraska	$4.57M	+$4.19M	5	0.09%	New
964	AP Anchyra Partners Atlanta, Georgia	$4.52M	+$193K	1	1.09%	Increased
965	Caption Management Oklahoma City, Oklahoma	$4.52M	-$474K	3	0.02%	Reduced
966	AWM Arista Wealth Management Las Vegas, Nevada	$4.49M	+$392K	4	0.48%	Increased
967	ONGA O'Neil Global Advisors Los Angeles, California	$4.45M	+$1.4M	1	0.99%	Increased
968	Prospera Financial Services Dallas, Texas	$4.43M	-$129K	6	0.06%	Reduced
969	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$4.43M	+$4.52M	2	1.2%	New
970	World Investment Advisors Santa Barbara, California	$4.42M	+$569K	7	0.07%	Increased
971	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$4.35M	+$3.61M	6	0.26%	Increased
972	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$4.34M	+$3.89M	1	0.57%	New
973	SCA Snowden Capital Advisors New York	$4.34M	+$2.95M	8	0.1%	Increased
974	ACP Albar Capital Partners London, United Kingdom	$4.33M	+$4.5M	1	0.56%	New
975	MCP Miller Capital Partners Troy, Michigan	$4.32M	-$81.6K	1	1.68%	Reduced