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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	Amalgamated Bank New York	$313K	+$314K	2	0.05%	New
402	GLRA Gerald L. Ray & Associates Dallas, Texas	$303K	-$11.9K	1	0.06%	Reduced
403	PCM Prelude Capital Management New York	$300K	+$261K	2	0.05%	Increased
404	SCM Symons Capital Management Pittsburgh, Pennsylvania	$291K	-$5.63K	1	0.07%	Reduced
405	BOK Financial Tulsa, Oklahoma	$289K	$0	1	0.01%	Maintained
406	Laird Norton Wetherby Wealth Management San Francisco, California	$287K	+$34.4K	1	0.08%	Increased
407	DTL Dynamic Technology Lab Singapore	$281K	+$175K	1	0.19%	Increased
408	GIA GHP Investment Advisors Denver, Colorado	$268K	-$74.7K	1	0.09%	Reduced
409	YMRC Yorktown Management & Research Company Forest, Virginia	$265K	$0	1	0.05%	Maintained
410	JGUA John G. Ullman & Associates Corning, New York	$264K	-$52.4K	1	0.05%	Reduced
411	PineBridge Investments New York	$262K	+$150K	1	0.01%	Increased
412	Creative Planning Overland Park, Kansas	$259K	-$15.8K	4	0%	Reduced
413	NC Northpointe Capital Bloomfield Hills, Michigan	$258K	+$219K	1	0.02%	New
414	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$256K	-$751K	1	0%	Reduced
415	IRS Invictus RG (Singapore) Singapore	$255K	+$202K	1	0.17%	Increased
416	BA Boston Advisors Boston, Massachusetts	$252K	+$251K	1	0.01%	New
417	MTIP Magee Thomson Investment Partners San Diego, California	$243K	+$208K	1	0.05%	New
418	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$243K	+$226K	1	0.11%	New
419	1919 Investment Counsel Baltimore, Maryland	$242K	$0	1	0.01%	Maintained
420	JCM Janney Capital Management Pittsburgh, Pennsylvania	$240K	$0	1	0.02%	Maintained
421	Huntington National Bank Columbus, Ohio	$239K	+$60.5K	3	0.01%	Increased
422	ZIM ZPR Investment Management Orange City, Florida	$237K	+$226K	1	0.26%	New
423	BUB BBVA USA Bancshares Houston, Texas	$229K	-$176K	1	0.01%	Reduced
424	CBB Citizens Business Bank Ontario, California	$227K	$0	1	0.05%	Maintained
425	BOH Bank of Hawaii Honolulu, Hawaii	$222K	+$221K	1	0.02%	New