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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
351	Janney Montgomery Scott Philadelphia, Pennsylvania	$366K	+$345K	1	0.04%	New
352	Legal & General Group London, United Kingdom	$362K	+$340K	1	0%	New
353	DBT Dubuque Bank & Trust Dubuque, Iowa	$358K	+$336K	1	0.07%	New
354	BE Bonness Enterprises Washington, District of Columbia	$350K	+$329K	1	0.35%	New
355	YMRC Yorktown Management & Research Company Forest, Virginia	$332K	+$299K	1	0.07%	New
356	FCI Financial Counselors Inc Overland Park, Kansas	$331K	+$312K	1	0.03%	New
357	CR Cooperatieve Rabobank Utrecht, Netherlands	$323K	+$304K	1	0.12%	New
358	Capstone Investment Advisors New York	$322K	+$276K	1	0%	New
359	MCM Monarch Capital Management Fort Wayne, Indiana	$321K	+$302K	1	0.14%	New
360	DJSG D.J. St. Germain Springfield, Massachusetts	$316K	+$297K	1	0.05%	New
361	People's United Financial Bridgeport, Connecticut	$307K	+$307K	3	0.02%	New
362	CCMH Cornerstone Capital Management Holdings New York	$300K	+$302K	1	0%	New
363	PPCM Pillar Pacific Capital Management Pacifica, California	$299K	+$302K	1	0.07%	New
364	Glenmede Trust Philadelphia, Pennsylvania	$296K	+$266K	4	0%	New
365	AAP Ardsley Advisory Partners Stamford, Connecticut	$291K	+$250K	1	0.06%	New
366	CAM Carret Asset Management New York	$291K	+$274K	1	0.06%	New
367	Mitsubishi UFJ Asset Management Tokyo, Japan	$291K	+$250K	1	0.01%	New
368	SM Southport Management Wilson, Wyoming	$291K	+$250K	1	0.41%	New
369	Shelton Capital Management Denver, Colorado	$279K	+$244K	2	0.05%	New
370	SCM Symons Capital Management Pittsburgh, Pennsylvania	$278K	+$280K	1	0.08%	New
371	Irish Life Investment Managers Dublin, Ireland	$276K	+$241K	4	0%	New
372	Ladenburg Thalmann Financial Services Miami, Florida	$272K	+$247K	4	0.01%	New
373	Atria Investments Charlotte, North Carolina	$270K	+$231K	1	0.03%	New
374	Daiwa Securities Group Tokyo, Japan	$266K	+$229K	1	0%	New
375	FA FDx Advisors Chicago, Illinois	$260K	+$262K	1	0.03%	New