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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	AIA AIMZ Investment Advisors Los Altos, California	$222K	+$229K	1	0.2%	New
427	MCM Monarch Capital Management Fort Wayne, Indiana	$222K	-$49.3K	1	0.08%	Reduced
428	Grimes & Company Westborough, Massachusetts	$221K	$0	1	0.06%	Maintained
429	PSC Piper Sandler & Co Minneapolis, Minnesota	$221K	-$560K	1	0.11%	Reduced
430	CBB Citizens Business Bank Ontario, California	$220K	$0	1	0.04%	Maintained
431	Gateway Investment Advisers Cincinnati, Ohio	$220K	-$360K	1	0%	Reduced
432	Shelton Capital Management Denver, Colorado	$219K	$0	1	0.03%	Maintained
433	PCMI Princeton Capital Management Inc Princeton, New Jersey	$218K	+$2.08K	1	0.12%	Increased
434	CAM Carret Asset Management New York	$213K	-$2.02K	1	0.04%	Reduced
435	Wolverine Asset Management Chicago, Illinois	$211K	-$97.8K	1	0%	Reduced
436	BA Boston Advisors Boston, Massachusetts	$201K	$0	1	0.01%	Maintained
437	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$198K	+$203K	1	0.17%	New
438	DWA Dorsey Wright & Associates Pasadena, California	$197K	+$32.9K	1	0.09%	Increased
439	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$196K	-$16.2K	1	0.04%	Reduced
440	SW SVB Wealth Boston, Massachusetts	$196K	+$201K	1	0.01%	New
441	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$195K	+$201K	1	0.21%	New
442	Simplex Trading Chicago, Illinois	$192K	+$174K	4	0.02%	New
443	Teacher Retirement System of Texas Austin, Texas	$188K	-$30.8K	5	0%	Reduced
444	BlackRock New York	$185K	-$21.3M	6	0%	Reduced
445	QC QCM Cayman Houston, Texas	$185K	+$166K	1	0.08%	New
446	BPBT Boston Private Bank & Trust Boston, Massachusetts	$182K	-$4K	1	0.01%	Reduced
447	Davenport & Co Richmond, Virginia	$180K	-$12.1K	1	0%	Reduced
448	HIC Holderness Investments Company Greensboro, North Carolina	$180K	+$186K	1	0.18%	New
449	Cambridge Investment Research Advisors Fairfield, Iowa	$171K	-$23.2K	1	0.01%	Reduced
450	ECM Estabrook Capital Management New York	$168K	$0	1	0.02%	Maintained