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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	CPA Court Place Advisors Ellicott City, Maryland	$548K	-$750	1	0.4%	Reduced
402	SAM Securian Asset Management St Paul, Minnesota	$545K	+$1.83K	2	0.02%	Increased
403	CC Courier Capital Buffalo, New York	$543K	-$310K	1	0.11%	Reduced
404	Advisors Asset Management Monument, Colorado	$540K	-$1.74M	2	0.01%	Reduced
405	PCMI Princeton Capital Management Inc Princeton, New Jersey	$539K	$0	1	0.39%	Maintained
406	CEP Chicago Equity Partners Chicago, Illinois	$538K	-$2.77M	1	0.01%	Reduced
407	Los Angeles Capital Management Los Angeles, California	$532K	-$2.28M	2	0.01%	Reduced
408	PAM Princeton Alpha Management Princeton Junction, New Jersey	$523K	+$527K	2	0.16%	New
409	DCM Daruma Capital Management New York	$521K	+$392K	1	0.02%	New
410	RIM Regent Investment Management Louisville, Kentucky	$519K	+$537K	1	0.27%	New
411	Old National Bancorp Evansville, Indiana	$503K	+$387K	2	0.05%	Increased
412	Panagora Asset Management Boston, Massachusetts	$494K	+$372K	1	0%	Increased
413	Regions Financial Corp Birmingham, Alabama	$488K	-$89.5K	1	0.01%	Reduced
414	SIC Schwartz Investment Counsel Plymouth, Michigan	$488K	-$129K	1	0.04%	Reduced
415	HT HAP Trading New York	$484K	+$504K	2	0.02%	New
416	GC Globeflex Capital San Diego, California	$481K	-$841K	1	0.06%	Reduced
417	Virginia Retirement Systems Richmond, Virginia	$476K	$0	1	0.01%	Maintained
418	CWM Concert Wealth Management San Jose, California	$467K	+$495K	1	0.06%	New
419	Wedbush Securities Los Angeles, California	$461K	+$9K	1	0.08%	Increased
420	TDC Thompson Davis & Co Richmond, Virginia	$456K	+$302K	5	0.76%	Increased
421	D.A. Davidson & Co Great Falls, Montana	$450K	+$101K	3	0.02%	Increased
422	PAM Paradigm Asset Management New York	$420K	$0	2	0.06%	Maintained
423	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$419K	-$82.8K	1	0.34%	Reduced
424	HL Financial Services Louisville, Kentucky	$392K	+$337K	1	0.01%	New
425	First Allied Advisory Services San Diego, California	$384K	+$9.32K	2	0.03%	Increased