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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	AA AlphaMark Advisors Ft. Wright, Kentucky	$1.13M	-$93.2K	2	0.48%	Reduced
427	MCP Moab Capital Partners Southampton, New York	$1.12M	+$1.36M	1	0.23%	New
428	Eaton Vance Management Boston, Massachusetts	$1.12M	+$839	2	0%	Increased
429	First Manhattan New York	$1.09M	-$3.23K	3	0.01%	Reduced
430	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.04M	+$448K	2	0.24%	Increased
431	TA Teton Advisors Rye, New York	$1.04M	+$478K	1	0.1%	Increased
432	TC Telemus Capital Southfield, Michigan	$1.04M	-$1.45K	2	0.12%	Reduced
433	WSCM Wellington Shields Capital Management New York	$1.04M	-$249K	1	0.17%	Reduced
434	TMC Trellus Management Company Delray Beach, Florida	$1.01M	+$758K	2	1.39%	Increased
435	EP Elkfork Partners Portland, Oregon	$1.01M	+$143K	5	0.03%	Increased
436	EULAV Asset Management Sarasota, Florida	$949K	$0	2	0.04%	Maintained
437	MPA Marvin & Palmer Associates Wilmington, Delaware	$949K	-$4.1M	1	1.17%	Reduced
438	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$942K	+$53.7K	2	0.15%	Increased
439	SM Southport Management Wilson, Wyoming	$925K	$0	1	2.46%	Maintained
440	CC Cipher Capital New York	$914K	-$1.44M	2	0.07%	Reduced
441	Suntrust Banks Atlanta, Georgia	$913K	+$5.67K	4	0.01%	Increased
442	Avalon Investment & Advisory Houston, Texas	$912K	-$3.41M	1	0.03%	Reduced
443	TFA Toth Financial Advisory Leesburg, Virginia	$899K	-$2.56M	1	0.23%	Reduced
444	Mirae Asset Global Investments Seoul, South Korea	$886K	+$567K	2	0.02%	Increased
445	Private Advisor Group Morristown, New Jersey	$881K	+$15.6K	3	0.02%	Increased
446	PCM Piermont Capital Management St. Louis, Missouri	$863K	-$850K	1	0.29%	Reduced
447	Greenleaf Trust Kalamazoo, Michigan	$854K	+$114K	2	0.02%	Increased
448	Gateway Investment Advisers Cincinnati, Ohio	$844K	$0	2	0.01%	Maintained
449	Quantbot Technologies New York	$842K	-$205K	1	0.08%	Reduced
450	RCM Riverhead Capital Management Wilmington, Delaware	$838K	+$126K	6	0.04%	Increased