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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
451	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$121K	$0	1	0.01%	Maintained
452	FCM Forester Capital Management Lake Forest, Illinois	$120K	$0	1	0.1%	Maintained
453	PL Parkwood LLC Cleveland, Ohio	$119K	+$113K	1	0.03%	New
454	Wolverine Asset Management Chicago, Illinois	$119K	-$120K	1	0%	Reduced
455	SCM SOL Capital Management Rockville, Maryland	$116K	$0	1	0.04%	Maintained
456	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$114K	+$106K	1	0.02%	New
457	TDC Thompson Davis & Co Richmond, Virginia	$114K	+$104K	4	0.17%	New
458	AAM Auxier Asset Management Aurora, Oregon	$113K	$0	1	0.02%	Maintained
459	OC Oarsman Capital Milwaukee, Wisconsin	$113K	-$142K	1	0.09%	Reduced
460	SC Saiers Capital New York	$108K	-$205K	1	0.01%	Reduced
461	Cornerstone Investment Partners Atlanta, Georgia	$99K	$0	1	0%	Maintained
462	People's United Financial Bridgeport, Connecticut	$99K	-$242K	2	0.01%	Reduced
463	Grimes & Company Westborough, Massachusetts	$98K	+$99.4K	1	0.03%	New
464	CA Corrado Advisors Ramsey, New Jersey	$96K	$0	1	0.04%	Maintained
465	Fisher Asset Management Camas, Washington	$96K	-$6.08K	1	0%	Reduced
466	Ronald Blue & Co Roswell, Georgia	$93K	+$86.3K	1	0.01%	New
467	SEC Seven Eight Capital New York	$93K	+$89.8K	2	0.1%	New
468	CIM CIM Investment Management Pittsburgh, Pennsylvania	$92K	-$25.7K	1	0.05%	Reduced
469	NSCM New South Capital Management Memphis, Tennessee	$92K	+$85.7K	1	0%	New
470	Bessemer Group Woodbridge, New Jersey	$88K	+$4.95K	3	0%	Increased
471	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$88K	$0	1	0.02%	Maintained
472	KFS KMS Financial Services Seattle, Washington	$86K	+$79.4K	1	0.01%	New
473	FA FCG Advisors Chatham, New Jersey	$84K	+$77.7K	1	0.06%	New
474	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$83.5K	$0	1	0.01%	Maintained
475	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$83K	+$71K	1	0%	New