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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	FCI Financial Counselors Inc Overland Park, Kansas	$537K	-$28.2K	1	0.04%	Reduced
352	CCG Chatham Capital Group Savannah, Georgia	$525K	$0	1	0.24%	Maintained
353	PCMI Princeton Capital Management Inc Princeton, New Jersey	$525K	$0	1	0.48%	Maintained
354	FMA Fiduciary Management Associates Chicago, Illinois	$524K	+$517K	1	0.04%	New
355	Fifth Third Bancorp Cincinnati, Ohio	$502K	-$60.3K	3	0.01%	Reduced
356	CAM Carret Asset Management New York	$501K	-$3.77K	1	0.11%	Reduced
357	DCM Dialectic Capital Management Norwalk, Connecticut	$498K	+$439K	2	0.11%	New
358	SST S Squared Technology New York	$494K	-$3.86M	1	0.63%	Reduced
359	Lazard Asset Management New York	$489K	-$3.58M	2	0%	Reduced
360	AL Airain Ltd St. Peter Port, Guernsey	$487K	+$439K	1	0.09%	New
361	WBC Westpac Banking Corp Sydney, Australia	$473K	-$761K	1	0.01%	Reduced
362	BlackRock New York	$467K	-$949	4	0%	Reduced
363	First Allied Advisory Services San Diego, California	$467K	-$56.6K	2	0.03%	Reduced
364	Scotia Capital Toronto, Ontario, Canada	$453K	+$396K	2	0.01%	New
365	PAM Paradigm Asset Management New York	$452K	+$377K	2	0.07%	Increased
366	G GlobalBridge Minneapolis, Minnesota	$449K	+$325K	1	0.24%	New
367	EMG Ellington Management Group Old Greenwich, Connecticut	$434K	-$276K	2	0.08%	Reduced
368	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$433K	+$314K	1	0.02%	New
369	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$429K	+$415K	1	0.03%	New
370	SIC SFE Investment Counsel Los Angeles, California	$424K	-$3.36M	1	0.21%	Reduced
371	NA Navellier & Associates Reno, Nevada	$413K	+$299K	1	0.01%	New
372	BUB BBVA USA Bancshares Houston, Texas	$412K	-$126K	1	0.02%	Reduced
373	EEG E.E. Geduld	$411K	+$433K	1	0.25%	New
374	QIM Quest Investment Management Lake Oswego, Oregon	$396K	-$126K	1	0.03%	Reduced
375	Shelton Capital Management Denver, Colorado	$385K	$0	2	0.06%	Maintained