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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	AIA AIMZ Investment Advisors Los Altos, California	$207K	-$7.8K	1	0.18%	Reduced
452	QCMC Quantum Capital Management (California) San Francisco, California	$202K	+$309K	1	0.04%	New
453	CAM Carret Asset Management New York	$200K	-$5.85K	1	0.04%	Reduced
454	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$191K	+$114K	1	0%	New
455	DWA Dorsey Wright & Associates Pasadena, California	$191K	+$819	1	0.09%	Increased
456	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$191K	$0	1	0.16%	Maintained
457	Gateway Investment Advisers Cincinnati, Ohio	$189K	$0	1	0%	Maintained
458	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$188K	$0	1	0.19%	Maintained
459	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$187K	-$2.15K	1	0.03%	Reduced
460	Asset Management One Tokyo, Japan	$183K	+$159K	1	0%	New
461	AIM Assured Investment Management New York	$176K	+$182K	1	0%	New
462	HIC Holderness Investments Company Greensboro, North Carolina	$174K	$0	1	0.18%	Maintained
463	Davenport & Co Richmond, Virginia	$174K	$0	1	0%	Maintained
464	CCA Checchi Capital Advisers Beverly Hills, California	$173K	+$41.8K	1	0.05%	Increased
465	SW SVB Wealth Boston, Massachusetts	$173K	-$16.4K	1	0.01%	Reduced
466	SHJ Sharkey, Howes & Javer Denver, Colorado	$166K	+$141K	1	0.11%	New
467	BPBT Boston Private Bank & Trust Boston, Massachusetts	$159K	-$16.4K	1	0.01%	Reduced
468	FIM Freedom Investment Management Hartford, Connecticut	$158K	-$324K	1	0.02%	Reduced
469	MCM Monarch Capital Management Fort Wayne, Indiana	$154K	-$61.6K	1	0.06%	Reduced
470	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$143K	-$1.95K	1	0%	Reduced
471	D.A. Davidson & Co Great Falls, Montana	$134K	+$44.9K	3	0%	Increased
472	AP Advisors Preferred Rockville, Maryland	$131K	-$821K	1	0.07%	Reduced
473	SGA Strategic Global Advisors Newport Beach, California	$121K	+$125K	1	0.09%	New
474	First Allied Advisory Services San Diego, California	$114K	-$188K	1	0.01%	Reduced
475	PCM Polaris Capital Management Boston, Massachusetts	$111K	+$88K	1	0.02%	New