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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
1526	RiverFront Investment Group Richmond, Virginia	$900K	+$807K	1	0.01%	New
1527	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$898K	+$398K	5	0.25%	Increased
1528	TFG Turner Financial Group Pace, Florida	$897K	+$878K	2	0.89%	New
1529	DTL Dynamic Technology Lab Singapore	$893K	-$2.77M	1	0.2%	Reduced
1530	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$889K	-$17.3K	1	0.08%	Reduced
1531	FPAM Feynman Point Asset Management New York	$884K	+$936K	1	1.62%	New
1532	OL Owen LaRue Elizabethtown, Kentucky	$883K	+$25.9K	1	0.31%	Increased
1533	Ashton Thomas Private Wealth Scottsdale, Arizona	$881K	-$125K	2	0.02%	Reduced
1534	SP Successful Portfolios Clearwater, Florida	$880K	$0	2	0.41%	Maintained
1535	PCM Penn Capital Management Philadelphia, Pennsylvania	$878K	-$16.7M	1	0.06%	Reduced
1536	IFS Integrated Financial Solutions Reston, Virginia	$874K	+$635K	1	0.47%	New
1537	CTA Chesley Taft & Associates Chicago, Illinois	$868K	-$279K	2	0.03%	Reduced
1538	PFG Prosperity Financial Group San Ramon, California	$867K	+$4.95K	1	0.27%	Increased
1539	SM Sciencast Management Princeton, New Jersey	$864K	-$4.12M	1	0.18%	Reduced
1540	MFG Magnus Financial Group New York	$863K	+$193K	2	0.06%	Increased
1541	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$862K	-$498K	2	0.64%	Reduced
1542	FMP Financial Management Professionals Austin, Texas	$861K	+$3.18K	5	0.08%	Increased
1543	OP Oslo Pensjonsforsikring Oslo,	$859K	-$74K	3	0.1%	Reduced
1544	WA WBH Advisory Baltimore, Maryland	$858K	$0	1	0.06%	Maintained
1545	HC Headland Capital Mt. Pleasant, South Carolina	$850K	-$10.2K	1	0.21%	Reduced
1546	YWS Yarger Wealth Strategies Westerville, Ohio	$850K	+$49.4K	1	0.31%	Increased
1547	Private Management Group Irvine, California	$843K	$0	1	0.02%	Maintained
1548	CFSG Clark Financial Services Group Chesterfield, Missouri	$843K	+$55.3K	1	0.4%	Increased
1549	PPW Parcion Private Wealth Bellevue, Washington	$839K	+$150K	2	0.05%	Increased
1550	APA Astoria Portfolio Advisors New York	$839K	+$400K	2	0.14%	Increased