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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	WCM Waterstone Capital Management St. Louis Park, Minnesota	$417K	+$430K	1	0.2%	New
402	PCMI Princeton Capital Management Inc Princeton, New Jersey	$412K	-$14K	1	0.21%	Reduced
403	Gradient Investments Arden Hills, Minnesota	$411K	-$10.7K	1	0.06%	Reduced
404	CPA Cowen Prime Advisors New York	$407K	$0	1	0.17%	Maintained
405	CL Croft-Leominster Baltimore, Maryland	$403K	$0	1	0.07%	Maintained
406	KIC Keating Investment Counselors Delray Beach, Florida	$400K	-$198K	1	0.2%	Reduced
407	FBC Fairfield, Bush & Co Darien, Connecticut	$398K	+$22K	1	0.12%	Increased
408	HRT Financial New York	$392K	+$131K	1	0.5%	Increased
409	Old National Bancorp Evansville, Indiana	$391K	-$2.55K	1	0.02%	Reduced
410	SEC Seven Eight Capital New York	$383K	+$364K	2	0.64%	Increased
411	CCA Castle Creek Arbitrage Avon, Colorado	$372K	-$383K	0	–	Closed
412	TCM Traynor Capital Management Malvern, Pennsylvania	$372K	-$78.8K	1	0.36%	Reduced
413	BHA Beech Hill Advisors New York	$353K	+$207K	1	0.17%	Increased
414	Salem Investment Counselors Winston Salem, North Carolina	$353K	-$6.3K	1	0.04%	Reduced
415	JCM Janney Capital Management Pittsburgh, Pennsylvania	$348K	+$17.2K	1	0.01%	Increased
416	PSC Piper Sandler & Co Minneapolis, Minnesota	$347K	+$53.4K	1	0.14%	Increased
417	PG Patten Group Chattanooga, Tennessee	$345K	$0	1	0.18%	Maintained
418	CC Courier Capital Buffalo, New York	$344K	-$3.12K	1	0.07%	Reduced
419	HMS Hanseatic Management Services Albuquerque, New Mexico	$331K	-$1.93K	1	0.18%	Reduced
420	CAM Columbia Asset Management Ann Arbor, Michigan	$323K	$0	1	0.12%	Maintained
421	Capital Guardian Trust Los Angeles, California	$315K	+$325K	1	0%	New
422	IRS Invictus RG (Singapore) Singapore	$315K	+$201K	3	0.3%	Increased
423	WA WealthTrust Axiom Wayne, Pennsylvania	$315K	+$282K	1	0.11%	New
424	PCM Palouse Capital Management Spokane, Washington	$313K	-$143K	1	0.11%	Reduced
425	KeyBank National Association Cleveland, Ohio	$308K	$0	1	0%	Maintained