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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	SW SlateStone Wealth Jupiter, Florida	$1.91M	$0	1	0.41%	Maintained
402	BCM Bayesian Capital Management Brooklyn, New York	$1.86M	-$41.1K	5	0.46%	Reduced
403	Xponance Philadelphia, Pennsylvania	$1.86M	+$301K	3	0.05%	Increased
404	EIP Ellis Investment Partners Berwyn, Pennsylvania	$1.85M	+$38.7K	2	0.65%	Increased
405	KeyBank National Association Cleveland, Ohio	$1.85M	+$61.1K	4	0.01%	Increased
406	CCM CAAS Capital Management New York	$1.81M	+$2.4M	1	0.04%	New
407	PRC Pearl River Capital Niles, Michigan	$1.8M	+$1.72M	4	0.76%	Increased
408	VF Virtu Financial New York	$1.78M	+$985K	1	0.3%	Increased
409	JIR James Investment Research Alpha, Ohio	$1.75M	-$1.82M	1	0.16%	Reduced
410	Chartwell Investment Partners Berywn, Pennsylvania	$1.75M	+$434K	1	0.06%	Increased
411	AA AlphaMark Advisors Ft. Wright, Kentucky	$1.75M	-$527K	1	0.72%	Reduced
412	HP Harvey Partners Tarrytown, New York	$1.74M	$0	1	2.26%	Maintained
413	FRM Foundation Resource Management Little Rock, Arkansas	$1.73M	-$66.7K	1	0.53%	Reduced
414	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.68M	+$73.1K	1	0.61%	Increased
415	GIM Grassi Investment Management Santa Clara, California	$1.66M	-$327K	1	0.24%	Reduced
416	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$1.63M	-$1.36M	1	0.2%	Reduced
417	CAM Cubic Asset Management Boston, Massachusetts	$1.57M	-$25.8K	1	0.56%	Reduced
418	GIM Guild Investment Management Los Angeles, California	$1.57M	+$626K	2	2.16%	Increased
419	DZ Bank Frankfurt Am Main, Germany	$1.56M	-$232K	2	0%	Reduced
420	Curi RMB Capital Chicago, Illinois	$1.56M	+$16.8K	1	0.07%	Increased
421	SAM Securian Asset Management St Paul, Minnesota	$1.55M	-$637	3	0.04%	Reduced
422	VCA Verdence Capital Advisors Hunt Valley, Maryland	$1.53M	+$48K	2	0.35%	Increased
423	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.52M	-$46.3K	1	0.34%	Reduced
424	HT HAP Trading New York	$1.51M	-$530K	2	0.07%	Reduced
425	PCM Princeton Capital Management Red Bank, New Jersey	$1.48M	+$22.3K	3	0.6%	Increased