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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	SRAM Stone Ridge Asset Management New York	$758K	+$90.6K	3	0.04%	Increased
427	LG Leuthold Group Minneapolis, Minnesota	$755K	+$724K	1	0.08%	New
428	Stock Yards Bank & Trust Louisville, Kentucky	$753K	$0	1	0.08%	Maintained
429	Cambridge Investment Research Advisors Fairfield, Iowa	$752K	-$1.09M	3	0.01%	Reduced
430	CL CPWM LLC Seattle, Washington	$742K	+$546K	2	0.11%	Increased
431	CAM Claret Asset Management Montreal, Quebec, Canada	$740K	-$20.6K	1	0.15%	Reduced
432	Shelton Capital Management Denver, Colorado	$740K	-$98.7K	3	0.05%	Reduced
433	TAM Tyers Asset Management Austin, Texas	$734K	+$18.1K	5	0.03%	Increased
434	Janney Montgomery Scott Philadelphia, Pennsylvania	$730K	-$190K	1	0.01%	Reduced
435	Curi RMB Capital Chicago, Illinois	$722K	+$682K	1	0.02%	Increased
436	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$719K	+$513K	2	0.1%	Increased
437	WEC Winslow Evans & Crocker Boston, Massachusetts	$714K	$0	2	0.22%	Maintained
438	Parallax Volatility Advisers San Francisco, California	$713K	+$81.7K	3	0%	Increased
439	Engineers Gate Manager New York	$712K	-$11.5M	2	0.06%	Reduced
440	Palisade Capital Management Fort Lee, New Jersey	$710K	+$522K	3	0.02%	Increased
441	SSG Summit Securities Group New York	$707K	+$727K	1	0.1%	New
442	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$702K	+$98K	1	0.13%	Increased
443	Panagora Asset Management Boston, Massachusetts	$702K	$0	3	0%	Maintained
444	CCG Ceeto Capital Group Coral Gables, Florida	$695K	$0	1	0.52%	Maintained
445	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$691K	$0	1	0.3%	Maintained
446	PCM Price Capital Management Lafayette, Louisiana	$673K	+$620K	1	0.33%	New
447	Suntrust Banks Atlanta, Georgia	$673K	-$252K	3	0%	Reduced
448	CAM ClariVest Asset Management San Diego, California	$669K	-$314K	1	0.01%	Reduced
449	Vident Investment Advisory Alpharetta, Georgia	$652K	+$287K	1	0.03%	Increased
450	Group One Trading Chicago, Illinois	$644K	+$183K	2	0.01%	Increased