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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	KCM Keane Capital Management Charlotte, North Carolina	$247K	+$186K	1	0.19%	New
452	NL NWAM LLC Mercer Island, Washington	$245K	+$254K	1	0.08%	New
453	SCM Symons Capital Management Pittsburgh, Pennsylvania	$242K	-$13.7K	1	0.06%	Reduced
454	GIA GHP Investment Advisors Denver, Colorado	$242K	$0	1	0.08%	Maintained
455	JCM Janney Capital Management Pittsburgh, Pennsylvania	$242K	+$32.7K	1	0.02%	Increased
456	JGUA John G. Ullman & Associates Corning, New York	$240K	-$11.8K	1	0.04%	Reduced
457	YMRC Yorktown Management & Research Company Forest, Virginia	$239K	$0	1	0.05%	Maintained
458	BA Boston Advisors Boston, Massachusetts	$235K	-$4.82K	1	0.01%	Reduced
459	Laird Norton Wetherby Wealth Management San Francisco, California	$235K	-$25.8K	1	0.07%	Reduced
460	Whitebox Advisors Minneapolis, Minnesota	$226K	+$194K	1	0.01%	New
461	CAIMH Central Asset Investments & Management Holdings Hong Kong	$220K	-$1.65M	1	0.29%	Reduced
462	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$220K	$0	1	0.1%	Maintained
463	QIM Quantitative Investment Management Charlottesville, Virginia	$214K	-$1.23M	1	0.01%	Reduced
464	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$213K	+$222K	1	0.44%	New
465	PineBridge Investments New York	$210K	-$20.5K	1	0.01%	Reduced
466	PCM Prelude Capital Management New York	$210K	-$194K	1	0.03%	Reduced
467	1919 Investment Counsel Baltimore, Maryland	$208K	-$11.3K	1	0%	Reduced
468	CBB Citizens Business Bank Ontario, California	$206K	$0	1	0.04%	Maintained
469	WFM Wilmington Funds Management Wilmington, Delaware	$206K	$0	1	0.02%	Maintained
470	SAM Silphium Asset Management London, United Kingdom	$206K	+$176K	1	0.15%	New
471	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$195K	+$14.6K	1	0.04%	Increased
472	CONA Capital One National Association New York	$190K	+$69.2K	1	0.02%	Increased
473	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$174K	-$60.6K	1	0%	Reduced
474	Verition Fund Management Greenwich, Connecticut	$172K	+$166K	1	0.03%	New
475	Davenport & Co Richmond, Virginia	$169K	+$172K	1	0%	New