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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	PSC Piper Sandler & Co Minneapolis, Minnesota	$656K	+$369K	3	0.34%	Increased
352	FCI Financial Counselors Inc Overland Park, Kansas	$636K	-$62.3K	1	0.04%	Reduced
353	FMT First Mercantile Trust Cordova, Tennessee	$632K	-$278K	2	0.05%	Reduced
354	Old National Bancorp Evansville, Indiana	$620K	+$27.6K	2	0.04%	Increased
355	Regions Financial Corp Birmingham, Alabama	$618K	-$113K	2	0.01%	Reduced
356	Advisors Asset Management Monument, Colorado	$607K	+$145K	2	0.01%	Increased
357	TDC Thompson Davis & Co Richmond, Virginia	$607K	-$126K	2	0.78%	Reduced
358	CPA Court Place Advisors Ellicott City, Maryland	$605K	-$13.7K	1	0.41%	Reduced
359	Nisa Investment Advisors St. Louis, Missouri	$596K	$0	2	0.01%	Maintained
360	D.A. Davidson & Co Great Falls, Montana	$588K	-$51.9K	2	0.02%	Reduced
361	Gateway Investment Advisers Cincinnati, Ohio	$568K	-$720K	1	0%	Reduced
362	FIM Freedom Investment Management Hartford, Connecticut	$559K	+$370K	1	0.1%	Increased
363	PCM Potomac Capital Management New York	$557K	-$204K	2	0.61%	Reduced
364	KG Killen Group Berwyn, Pennsylvania	$544K	+$89.5K	1	0.03%	Increased
365	HHC Hutchin Hill Capital New York	$536K	+$278K	1	0.02%	Increased
366	MCC Mid Continent Capital Chicago, Illinois	$526K	+$287K	1	0.03%	Increased
367	PPCM Pillar Pacific Capital Management Pacifica, California	$526K	+$283K	2	0.1%	Increased
368	FAM Fortaleza Asset Management Chicago, Illinois	$520K	-$7.93K	1	0.24%	Reduced
369	GCM Goldman Capital Management New York	$500K	+$615K	1	0.25%	New
370	Parallax Volatility Advisers San Francisco, California	$500K	-$1.27M	3	0%	Reduced
371	FSA Franklin Street Advisors Chapel Hill, North Carolina	$497K	-$514K	1	0.09%	Reduced
372	Walleye Trading New York	$492K	+$26.4K	3	0.01%	Increased
373	Gotham Asset Management New York	$478K	+$521K	1	0%	New
374	CC Courier Capital Buffalo, New York	$466K	-$130K	1	0.09%	Reduced
375	ZCM Zebra Capital Management Stamford, Connecticut	$459K	+$11.5K	1	0.18%	Increased