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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
401	GMIM General Motors Investment Management New York	$279K	$0	1	0.02%	Maintained
402	MG Meditor Group Hamilton, Bermuda	$276K	+$267K	1	0.04%	New
403	MSI Financial Services Springfield, Massachusetts	$272K	+$237K	2	0.05%	Increased
404	YMRC Yorktown Management & Research Company Forest, Virginia	$261K	-$96K	1	0.06%	Reduced
405	RHBC R.H. Bluestein & Co Birmingham, Michigan	$260K	$0	1	0.02%	Maintained
406	Freestone Capital Holdings Seattle, Washington	$257K	+$497K	2	0.05%	New
407	JCM Janney Capital Management Pittsburgh, Pennsylvania	$256K	$0	1	0.02%	Maintained
408	Advent Capital Management New York	$250K	+$189K	1	0%	New
409	Commerce Bank Kansas City, Missouri	$243K	-$3.72K	1	0%	Reduced
410	Parallax Volatility Advisers San Francisco, California	$240K	-$2.04M	4	0%	Reduced
411	Creative Planning Overland Park, Kansas	$231K	-$109K	4	0%	Reduced
412	ACI Advance Capital I Southfield, Michigan	$230K	+$207K	1	0.12%	New
413	RGNCM R.G. Niederhoffer Capital Management New York	$216K	+$194K	1	1.33%	New
414	OC Oarsman Capital Milwaukee, Wisconsin	$214K	-$24.1K	1	0.19%	Reduced
415	DC Deere & Company Moline, Illinois	$210K	-$1.32M	1	0.01%	Reduced
416	VAM Visium Asset Management New York	$209K	+$189K	1	0%	New
417	Nordea Investment Management Stockholm, Sweden	$207K	-$610K	1	0%	Reduced
418	Peconic Partners New York	$205K	+$216K	1	0.03%	New
419	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$200K	+$61.5K	1	0.07%	Increased
420	Laird Norton Wetherby Wealth Management San Francisco, California	$200K	+$6.18K	1	0.06%	Increased
421	Wolverine Asset Management Chicago, Illinois	$200K	-$412K	1	0%	Reduced
422	1919 Investment Counsel Baltimore, Maryland	$194K	-$2.44K	1	0%	Reduced
423	Veritable Wilmington, Delaware	$188K	+$186K	1	0%	New
424	Salem Investment Counselors Winston Salem, North Carolina	$186K	-$31.3K	1	0.03%	Reduced
425	CBB Citizens Business Bank Ontario, California	$182K	$0	1	0.04%	Maintained