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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
426	FCCM First City Capital Management Savannah, Georgia	$71.9K	+$67.7K	1	0.07%	New
427	IH IFC Holdings Tampa, Florida	$70K	+$63.3K	1	0.02%	New
428	RCM Reynolds Capital Management Las Vegas, Nevada	$70K	+$65.8K	1	0.05%	New
429	Cambridge Investment Research Advisors Fairfield, Iowa	$67K	+$63K	1	0%	New
430	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$66K	+$62K	1	0.02%	New
431	RNS Robert N. Shapiro	$61K	+$57.2K	1	0.01%	New
432	Bessemer Group Woodbridge, New Jersey	$60K	+$57.2K	3	0%	New
433	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$56.1K	+$52.8K	1	0.05%	New
434	CIM CIM Investment Management Pittsburgh, Pennsylvania	$55K	+$51.8K	1	0.03%	New
435	WHI William Harris Investors Chicago, Illinois	$54K	+$50.7K	1	0.02%	New
436	Fisher Asset Management Camas, Washington	$53K	+$49.6K	1	0%	New
437	SCM SOL Capital Management Rockville, Maryland	$53K	+$50.2K	1	0.02%	New
438	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$53K	+$50.3K	1	0.02%	New
439	AAM Auxier Asset Management Aurora, Oregon	$52K	+$49.1K	1	0.01%	New
440	Cornerstone Investment Partners Atlanta, Georgia	$49K	+$46.5K	1	0%	New
441	Cetera Advisors Denver, Colorado	$47K	+$45.1K	1	0.01%	New
442	FNYS First New York Securities New York	$46K	+$43.3K	1	0.02%	New
443	SignatureFD Atlanta, Georgia	$46K	+$39K	2	0.02%	New
444	PAM Paradigm Asset Management New York	$45.3K	+$42.6K	1	0.01%	New
445	FHB First Hawaiian Bank Honolulu, Hawaii	$44K	+$43.4K	2	0.01%	New
446	HMS Hanseatic Management Services Albuquerque, New Mexico	$44K	+$36.9K	1	0.03%	New
447	Pathstone Family Office Englewood, New Jersey	$44K	+$37.7K	1	0.05%	New
448	First National Trust Hermitage, Pennsylvania	$41K	+$38.3K	1	0.01%	New
449	WhitTier Trust Company Reno, Nevada	$41K	+$37K	2	0.01%	New
450	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$40K	+$38K	1	0.01%	New