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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	CAM Carret Asset Management New York	$231K	-$20.1K	1	0.04%	Reduced
427	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$228K	+$813	1	0.04%	Increased
428	HMS Hanseatic Management Services Albuquerque, New Mexico	$222K	+$204K	2	0.12%	New
429	FNYS First New York Securities New York	$218K	+$208K	1	0.15%	New
430	MTIP Magee Thomson Investment Partners San Diego, California	$218K	-$4.38K	1	0.05%	Reduced
431	CPA Cowen Prime Advisors New York	$217K	$0	1	0.09%	Maintained
432	CWM Concert Wealth Management San Jose, California	$215K	-$9K	1	0.03%	Reduced
433	PCMI Princeton Capital Management Inc Princeton, New Jersey	$214K	-$13K	1	0.14%	Reduced
434	Cambridge Investment Research Advisors Fairfield, Iowa	$209K	+$3.51K	1	0.01%	Increased
435	PP Paloma Partners Greenwich, Connecticut	$207K	-$667K	1	0.01%	Reduced
436	Davenport & Co Richmond, Virginia	$207K	$0	1	0%	Maintained
437	QCMC Quantum Capital Management (California) San Francisco, California	$202K	-$46.6K	1	0.04%	Reduced
438	Salem Investment Counselors Winston Salem, North Carolina	$200K	-$14.7K	1	0.02%	Reduced
439	BPBT Boston Private Bank & Trust Boston, Massachusetts	$199K	+$4.61K	2	0.01%	Increased
440	JCM Janney Capital Management Pittsburgh, Pennsylvania	$188K	-$177	1	0.01%	Reduced
441	Shelton Capital Management Denver, Colorado	$188K	-$120K	1	0.03%	Reduced
442	CG Clinton Group New York	$186K	+$215K	1	0.08%	New
443	Teacher Retirement System of Texas Austin, Texas	$185K	-$7.42M	5	0%	Reduced
444	ECM Estabrook Capital Management New York	$181K	$0	1	0.02%	Maintained
445	DWA Dorsey Wright & Associates Pasadena, California	$178K	+$169K	1	0.02%	New
446	KeyBank National Association Cleveland, Ohio	$178K	-$80.5K	1	0%	Reduced
447	MC Mathes Company New York	$176K	$0	1	0.09%	Maintained
448	BA Boston Advisors Boston, Massachusetts	$173K	$0	1	0.01%	Maintained
449	Grimes & Company Westborough, Massachusetts	$160K	-$1.96K	1	0.04%	Reduced
450	MCM Marathon Capital Management Hunt Valley, Maryland	$160K	$0	1	0.14%	Maintained