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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
376	Lazard Asset Management New York	$440K	-$117K	2	0%	Reduced
377	CCM Coe Capital Management Highland Park, Illinois	$435K	+$422K	1	0.15%	New
378	Paradigm Capital Management Inc Albany, New York	$432K	-$3.43M	1	0.03%	Reduced
379	Gotham Asset Management New York	$424K	-$2.33M	1	0.01%	Reduced
380	First Allied Advisory Services San Diego, California	$408K	-$31.6K	2	0.03%	Reduced
381	MCM Monarch Capital Management Fort Wayne, Indiana	$403K	-$272K	1	0.16%	Reduced
382	Shelton Capital Management Denver, Colorado	$398K	$0	2	0.06%	Maintained
383	FBC Fairfield, Bush & Co Darien, Connecticut	$393K	-$38.7K	1	0.18%	Reduced
384	D.A. Davidson & Co Great Falls, Montana	$384K	+$89.9K	5	0.01%	Increased
385	Walleye Trading New York	$379K	+$107K	3	0%	Increased
386	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$378K	-$15K	1	0.09%	Reduced
387	Pacer Advisors Malvern, Pennsylvania	$370K	+$353K	1	0.09%	New
388	GMIM General Motors Investment Management New York	$367K	+$103K	1	0.03%	Increased
389	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$367K	-$2.26M	1	0.04%	Reduced
390	CAM Columbia Asset Management Ann Arbor, Michigan	$358K	+$332K	1	0.16%	New
391	PCM Palouse Capital Management Spokane, Washington	$345K	+$335K	1	0.13%	New
392	AAP Ardsley Advisory Partners Stamford, Connecticut	$341K	+$290K	1	0.05%	New
393	Ladenburg Thalmann Financial Services Miami, Florida	$338K	-$63.5K	4	0.01%	Reduced
394	MC Mathes Company New York	$338K	+$313K	1	0.18%	New
395	Quantbot Technologies New York	$328K	+$321K	3	0.16%	New
396	PM Penbrook Management New York	$324K	+$301K	1	0.31%	New
397	RHBC R.H. Bluestein & Co Birmingham, Michigan	$324K	$0	1	0.02%	Maintained
398	PPCM Pillar Pacific Capital Management Pacifica, California	$323K	$0	1	0.06%	Maintained
399	RCM Reynolds Capital Management Las Vegas, Nevada	$322K	-$251K	2	0.18%	Reduced
400	SIC SFE Investment Counsel Los Angeles, California	$316K	-$197K	1	0.14%	Reduced