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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
1126	VCP Verus Capital Partners Scottsdale, Arizona	$2.8M	+$1.02M	2	0.15%	Increased
1127	VSQM V-Square Quantitative Management Chicago, Illinois	$2.79M	-$527K	6	0.27%	Reduced
1128	HIM Herald Investment Management London, United Kingdom	$2.78M	$0	1	0.38%	Maintained
1129	MC Moors & Cabot Boston, Massachusetts	$2.78M	+$183K	3	0.11%	Increased
1130	PSP Principal Street Partners Memphis, Tennessee	$2.76M	-$285K	1	0.4%	Reduced
1131	MWM Mindset Wealth Management Indianapolis, Indiana	$2.75M	-$281K	3	0.53%	Reduced
1132	MLTEF Metatron Long Term Equity Fund Birkirkara,	$2.75M	+$2.85M	1	1.25%	New
1133	UFF USA Financial Formulas Ada, Michigan	$2.75M	+$1.68M	4	0.5%	Increased
1134	PTC Private Trust Company Cleveland, Ohio	$2.73M	+$261K	7	0.22%	Increased
1135	FI Fosun International Hong Kong, China	$2.72M	+$2.83M	2	0.61%	New
1136	KV Kickstand Ventures Pittsford, New York	$2.72M	+$10.9K	2	0.49%	Increased
1137	Valeo Financial Advisors Carmel, Indiana	$2.71M	+$1.74M	6	0.06%	Increased
1138	AlphaCore Capital La Jolla, California	$2.71M	+$1.22M	4	0.05%	Increased
1139	NWAG Net Worth Advisory Group Sandy, Utah	$2.71M	-$272K	2	0.68%	Reduced
1140	MA Mutual Advisors Omaha, Nebraska	$2.67M	+$1.75M	4	0.05%	Increased
1141	SAM Soviero Asset Management New York	$2.67M	+$2.83M	1	1.12%	New
1142	Pinnacle Financial Partners (Georgia) Atlanta, Georgia	$2.67M	-$1.04M	2	0.02%	Reduced
1143	FMI F/M Investments Washington, District of Columbia	$2.67M	-$1.59M	3	0.14%	Reduced
1144	BNA BankChampaign National Association Champaign, Illinois	$2.67M	+$512K	4	2.05%	Increased
1145	Heritage Investors Management Corp Bethesda, Maryland	$2.65M	+$1.06K	1	0.07%	Increased
1146	PGAM Princeton Global Asset Management Princeton, New Jersey	$2.65M	-$1.43M	5	0.38%	Reduced
1147	PWG Portside Wealth Group Provo, Utah	$2.63M	+$1.59M	5	0.31%	Increased
1148	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.63M	$0	1	0.37%	Maintained
1149	PE PCM Encore Aspen, Colorado	$2.63M	+$644K	4	0.46%	Increased
1150	PPA Pilgrim Partners Asia Singapore	$2.62M	-$73.3K	3	1.12%	Reduced