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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	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$203K	+$2.1K	1	0.03%	Increased
452	TH Timber Hill Greenwich, Connecticut	$199K	-$637K	1	0%	Reduced
453	NC Northpointe Capital Bloomfield Hills, Michigan	$198K	+$183K	1	0.02%	New
454	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$191K	+$192K	1	0.01%	New
455	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$189K	-$38K	1	0.08%	Reduced
456	STRS Ohio Columbus, Ohio	$188K	-$851K	1	0%	Reduced
457	SCM Symons Capital Management Pittsburgh, Pennsylvania	$187K	-$39.2K	1	0.04%	Reduced
458	Salem Investment Counselors Winston Salem, North Carolina	$187K	+$33.7K	1	0.02%	Increased
459	Davenport & Co Richmond, Virginia	$185K	+$10.9K	1	0%	Increased
460	Paradigm Capital Management Inc Albany, New York	$184K	-$939K	1	0.01%	Reduced
461	Cambridge Investment Research Advisors Fairfield, Iowa	$183K	+$17.5K	1	0.01%	Increased
462	LMR Partners London, United Kingdom	$182K	+$231K	1	0.02%	New
463	ID Integral Derivatives New York	$179K	-$2.54M	1	0%	Reduced
464	BPBT Boston Private Bank & Trust Boston, Massachusetts	$175K	+$7.6K	1	0.01%	Increased
465	BAM Brave Asset Management Summit, New Jersey	$173K	$0	1	0.12%	Maintained
466	ECM Estabrook Capital Management New York	$162K	$0	1	0.02%	Maintained
467	MC Mathes Company New York	$157K	+$2.85K	1	0.08%	Increased
468	FIM Freedom Investment Management Hartford, Connecticut	$152K	-$866	1	0.03%	Reduced
469	PM Penbrook Management New York	$151K	$0	1	0.13%	Maintained
470	Ronald Blue & Co Roswell, Georgia	$151K	+$38.9K	1	0.01%	Increased
471	Freestone Capital Holdings Seattle, Washington	$149K	-$237K	1	0.02%	Reduced
472	Buckingham Strategic Wealth Clayton, Missouri	$147K	+$22.2K	1	0.06%	Increased
473	EAM Evanson Asset Management Carmel, California	$147K	$0	1	0.06%	Maintained
474	CR Cooperatieve Rabobank Utrecht, Netherlands	$146K	+$31.7K	1	0.16%	Increased
475	Grimes & Company Westborough, Massachusetts	$140K	+$1.78K	1	0.04%	Increased