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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	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$861K	+$797K	1	0.24%	New
427	M&T Bank Buffalo, New York	$850K	-$150K	2	0.01%	Reduced
428	BHB Bank Hapoalim BM Tel Aviv, Israel	$849K	-$31.2K	1	0.2%	Reduced
429	GPCM Granite Point Capital Management Boston, Massachusetts	$847K	+$784K	1	0.33%	New
430	Spot Trading Chicago, Illinois	$810K	-$1.12M	4	0.02%	Reduced
431	TCM Tributary Capital Management Omaha, Nebraska	$801K	+$858K	1	0.1%	New
432	IP Isthmus Partners Madison, Wisconsin	$798K	+$7.05K	1	0.25%	Increased
433	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$766K	+$666K	1	0.07%	New
434	MC Montag & Caldwell Atlanta, Georgia	$763K	-$2.74K	1	0.02%	Reduced
435	SCM Stevens Capital Management Radnor, Pennsylvania	$747K	-$1.04M	1	0.03%	Reduced
436	Amalgamated Bank New York	$742K	+$196K	3	0.04%	Increased
437	CCM Concourse Capital Management Atlanta, Georgia	$737K	+$160K	1	0.48%	Increased
438	PAM Paradigm Asset Management New York	$728K	+$11K	1	0.13%	Increased
439	CMANY Capital Management Associates (New York) New York	$727K	+$643K	2	1.15%	New
440	SCA Secor Capital Advisors New York	$719K	-$208K	1	0.08%	Reduced
441	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$704K	+$62.7K	1	0.11%	Increased
442	SEC Seven Eight Capital New York	$697K	-$250K	2	0.2%	Reduced
443	LF Lannebo Fonder Stockholm, Sweden	$696K	-$1.06M	1	0.58%	Reduced
444	CM Crestline Management Fort Worth, Texas	$693K	+$662K	1	0.09%	New
445	TDC Thompson Davis & Co Richmond, Virginia	$688K	-$94.5K	5	1.21%	Reduced
446	FIM Freedom Investment Management Hartford, Connecticut	$682K	-$11K	3	0.04%	Reduced
447	LPL Financial San Diego, California	$673K	+$237K	2	0.01%	Increased
448	Boothbay Fund Management New York	$666K	-$244K	3	0.14%	Reduced
449	D.A. Davidson & Co Great Falls, Montana	$660K	-$13.9K	3	0.02%	Reduced
450	Advent Capital Management New York	$654K	+$610K	1	0.01%	Increased