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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	First Manhattan New York	$380K	-$73.8K	2	0%	Reduced
427	Freestone Capital Holdings Seattle, Washington	$374K	+$382K	1	0.07%	New
428	Shelton Capital Management Denver, Colorado	$373K	$0	2	0.05%	Maintained
429	CIM CIM Investment Management Pittsburgh, Pennsylvania	$372K	+$296K	1	0.17%	Increased
430	SCA Secor Capital Advisors New York	$370K	+$391K	1	0.18%	New
431	QIM Quest Investment Management Lake Oswego, Oregon	$356K	-$65.6K	1	0.03%	Reduced
432	FBC Fairfield, Bush & Co Darien, Connecticut	$352K	-$3.83K	1	0.17%	Reduced
433	Ladenburg Thalmann Financial Services Miami, Florida	$348K	+$38.1K	4	0.01%	Increased
434	MTIP Magee Thomson Investment Partners San Diego, California	$340K	-$43.9K	2	0.08%	Reduced
435	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$337K	-$6K	1	0.07%	Reduced
436	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$333K	-$215K	1	0.01%	Reduced
437	CAM Columbia Asset Management Ann Arbor, Michigan	$313K	-$11.3K	1	0.14%	Reduced
438	MCC Mid Continent Capital Chicago, Illinois	$300K	-$17.3K	1	0.02%	Reduced
439	BHA Beech Hill Advisors New York	$296K	+$306K	1	0.14%	New
440	PCM Palouse Capital Management Spokane, Washington	$292K	-$11.7K	1	0.11%	Reduced
441	Huntington National Bank Columbus, Ohio	$290K	+$74.8K	1	0.01%	Increased
442	CAM Carret Asset Management New York	$289K	-$164K	1	0.06%	Reduced
443	BFG Beacon Financial Group Dallas, Texas	$285K	+$301K	1	0.06%	New
444	PPCM Pillar Pacific Capital Management Pacifica, California	$284K	$0	1	0.06%	Maintained
445	EMG Ellington Management Group Old Greenwich, Connecticut	$283K	-$428K	1	0.08%	Reduced
446	GLRA Gerald L. Ray & Associates Dallas, Texas	$283K	-$4.7K	1	0.05%	Reduced
447	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$277K	+$287K	1	0.02%	New
448	BOK Financial Tulsa, Oklahoma	$274K	$0	1	0.01%	Maintained
449	MCM Monarch Capital Management Fort Wayne, Indiana	$269K	-$97.5K	1	0.11%	Reduced
450	Truist Financial Charlotte, North Carolina	$249K	+$259K	1	0.01%	New