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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	CCM Century Capital Management Boston, Massachusetts	$1.86M	-$84.7K	1	0.32%	Reduced
377	TD Asset Management Toronto, Ontario, Canada	$1.83M	+$116K	3	0%	Increased
378	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$1.82M	+$431K	5	0.03%	Increased
379	DCM Dupont Capital Management Wilmington, Delaware	$1.81M	+$1.04M	1	0.04%	Increased
380	Credit Agricole Montrouge Cedex, France	$1.8M	-$2.64M	4	0.01%	Reduced
381	TCM Tributary Capital Management Omaha, Nebraska	$1.78M	+$451K	1	0.16%	Increased
382	LPL Financial San Diego, California	$1.76M	+$808K	4	0.01%	Increased
383	Amalgamated Bank New York	$1.76M	+$425K	5	0.06%	Increased
384	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.74M	+$122K	7	0%	Increased
385	VCM Voce Capital Management San Francisco, California	$1.73M	-$551K	1	3.74%	Reduced
386	Nomura Holdings Tokyo, Japan	$1.72M	-$2.24M	2	0%	Reduced
387	HCM Horrell Capital Management Little Rock, Arkansas	$1.72M	$0	2	1.01%	Maintained
388	FFA First Foundation Advisors Irvine, California	$1.71M	+$1.61M	1	0.1%	New
389	AL Airain Ltd St. Peter Port, Guernsey	$1.71M	+$855K	3	0.08%	Increased
390	ProShare Advisors Bethesda, Maryland	$1.71M	+$5.72K	5	0.02%	Increased
391	Spot Trading Chicago, Illinois	$1.63M	-$1.32M	4	0.03%	Reduced
392	BRF B. Riley Financial Los Angeles, California	$1.62M	+$1.04M	2	0.44%	Increased
393	CCMH Cornerstone Capital Management Holdings New York	$1.6M	-$722K	3	0.01%	Reduced
394	MC Moors & Cabot Boston, Massachusetts	$1.59M	+$438K	1	0.27%	Increased
395	M&T Bank Buffalo, New York	$1.59M	+$114K	2	0.01%	Increased
396	PIA Piedmont Investment Advisors Durham, North Carolina	$1.54M	+$1.46M	4	0.03%	New
397	AWCI Alpine Woods Capital Investors Purchase, New York	$1.53M	+$1.44M	2	0.08%	New
398	CAM ClariVest Asset Management San Diego, California	$1.53M	-$8.8M	3	0.04%	Reduced
399	RAM Riggs Asset Management Dallas, Pennsylvania	$1.52M	-$534K	1	0.68%	Reduced
400	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.5M	+$115K	2	0.94%	Increased