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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	HAMF Hatteras Alternative Mutual Funds Raleigh, North Carolina	$217K	-$954K	1	0.12%	Reduced
427	WFM Wilmington Funds Management Wilmington, Delaware	$217K	+$216K	1	0.02%	New
428	ZCM Zebra Capital Management Stamford, Connecticut	$208K	+$199K	1	0.11%	New
429	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$199K	-$1.5K	1	0.05%	Reduced
430	MCC Mid Continent Capital Chicago, Illinois	$197K	+$168K	1	0.01%	New
431	Peconic Partners New York	$196K	$0	1	0.02%	Maintained
432	BlackRock Japan Tokyo, Japan	$193K	+$148K	2	0%	Increased
433	Cambridge Investment Research Advisors Fairfield, Iowa	$187K	+$2.68K	1	0.01%	Increased
434	BAM Brave Asset Management Summit, New Jersey	$186K	+$172K	1	0.15%	New
435	BPBT Boston Private Bank & Trust Boston, Massachusetts	$182K	-$12.6K	1	0.01%	Reduced
436	SC Sumit Capital New York	$181K	+$175K	1	0.32%	New
437	ECM Estabrook Capital Management New York	$174K	-$15K	1	0.02%	Reduced
438	Salem Investment Counselors Winston Salem, North Carolina	$161K	$0	1	0.02%	Maintained
439	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$160K	-$81.8K	1	0.05%	Reduced
440	EAM Evanson Asset Management Carmel, California	$156K	+$159K	1	0.07%	New
441	Curi RMB Capital Chicago, Illinois	$155K	+$43.7K	1	0.01%	Increased
442	FIM Freedom Investment Management Hartford, Connecticut	$144K	-$8K	1	0.04%	Reduced
443	Old National Bancorp Evansville, Indiana	$143K	+$133K	1	0.01%	New
444	Panagora Asset Management Boston, Massachusetts	$141K	-$6.2M	2	0%	Reduced
445	LJHT Laurie J. Hall Trustee	$137K	-$218K	1	0.11%	Reduced
446	CONA Capital One National Association New York	$136K	+$126K	1	0.01%	New
447	Buckingham Strategic Wealth Clayton, Missouri	$132K	$0	1	0.06%	Maintained
448	RNS Robert N. Shapiro	$132K	$0	1	0.02%	Maintained
449	NPC National Planning Corporation El Segundo, California	$131K	-$64.6K	1	0.01%	Reduced
450	SFP Santa Fe Partners Santa Fe, New Mexico	$122K	-$129K	1	0.02%	Reduced