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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	Cambridge Investment Research Advisors Fairfield, Iowa	$1.44M	+$500K	4	0.01%	Increased
402	LG LaFleur & Godfrey Grand Rapids, Michigan	$1.42M	+$169K	1	0.32%	Increased
403	CIBC World Market Toronto, Ontario, Canada	$1.4M	-$287K	3	0.01%	Reduced
404	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.4M	+$1.24M	1	0.34%	New
405	HP Harvey Partners Tarrytown, New York	$1.39M	+$1.34M	1	0.79%	New
406	Granahan Investment Management Waltham, Massachusetts	$1.39M	+$275K	1	0.06%	Increased
407	SMH Sanders Morris Harris Houston, Texas	$1.39M	+$1.6M	1	0.31%	New
408	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.37M	+$614K	3	0.27%	Increased
409	JSC Jackson Square Capital San Francisco, California	$1.36M	+$1.21M	1	0.78%	New
410	Natixis Paris, France	$1.36M	-$14.7M	2	0.01%	Reduced
411	SA Springowl Associates New York	$1.36M	-$1.44M	2	1.4%	Reduced
412	TCM Teza Capital Management Chicago, Illinois	$1.34M	+$547K	3	0.37%	Increased
413	Erste Asset Management Vienna, Austria	$1.34M	-$367K	1	0.06%	Reduced
414	CAM Cubic Asset Management Boston, Massachusetts	$1.33M	+$200K	1	0.37%	Increased
415	PIA Piedmont Investment Advisors Durham, North Carolina	$1.32M	-$204K	3	0.05%	Reduced
416	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$1.31M	-$617K	1	0.14%	Reduced
417	Circle Wealth Management Summit, New Jersey	$1.29M	+$787K	2	0.22%	Increased
418	AIM Alambic Investment Management Belvedere, California	$1.28M	-$632K	2	1.07%	Reduced
419	BPM Bronson Point Management Fairfield, Connecticut	$1.28M	-$4.21M	1	0.72%	Reduced
420	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.28M	-$15.3K	4	0.33%	Reduced
421	NERM New England Research & Management Chicago, Illinois	$1.28M	+$394K	1	0.85%	Increased
422	Geneos Wealth Management Englewood, Colorado	$1.27M	+$1.1M	5	0.07%	Increased
423	ACI AMP Capital Investors Sydney, Australia	$1.27M	-$238K	3	0.01%	Reduced
424	OIA Optimum Investment Advisors Chicago, Illinois	$1.27M	-$40.2K	2	0.38%	Reduced
425	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.25M	-$363K	2	0.11%	Reduced