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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	UMB Bank Kansas City, Missouri	$293K	+$309K	1	0.01%	New
452	CAM Columbia Asset Management Ann Arbor, Michigan	$292K	$0	1	0.11%	Maintained
453	Capital Guardian Trust Los Angeles, California	$285K	$0	1	0%	Maintained
454	PAM Princeton Alpha Management Princeton Junction, New Jersey	$281K	-$1.14M	1	0.06%	Reduced
455	KeyBank National Association Cleveland, Ohio	$278K	-$831	1	0%	Reduced
456	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$270K	+$261K	1	0.07%	New
457	Shelton Capital Management Denver, Colorado	$267K	$0	1	0.03%	Maintained
458	Banque Pictet & Cie Geneva 73, Switzerland	$260K	+$251K	1	0.02%	New
459	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$259K	+$1.29K	1	0.05%	Increased
460	FAM Fortaleza Asset Management Chicago, Illinois	$257K	+$248K	1	0.15%	New
461	Hillsdale Investment Management Toronto, Ontario, Canada	$249K	+$240K	1	0.08%	New
462	Spot Trading Chicago, Illinois	$249K	-$3.19M	2	0%	Reduced
463	CC Courier Capital Buffalo, New York	$247K	-$67.6K	1	0.05%	Reduced
464	DTL Dynamic Technology Lab Singapore	$239K	-$321K	1	0.08%	Reduced
465	MCM Marathon Capital Management Hunt Valley, Maryland	$237K	-$409K	1	0.11%	Reduced
466	NL NWAM LLC Mercer Island, Washington	$231K	-$72.8K	1	0.1%	Reduced
467	GC GMT Capital Atlanta, Georgia	$223K	+$215K	1	0.01%	New
468	DF Dent & Co Baltimore, Maryland	$222K	+$218K	1	0.01%	New
469	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$221K	-$36.4K	1	0.05%	Reduced
470	D.A. Davidson & Co Great Falls, Montana	$218K	+$78.3K	3	0.01%	Increased
471	PCM Prelude Capital Management New York	$218K	+$117K	3	0.03%	Increased
472	PineBridge Investments New York	$215K	-$261K	2	0.01%	Reduced
473	WEC Winslow Evans & Crocker Boston, Massachusetts	$214K	+$192K	2	0.06%	Increased
474	Raymond James Financial Services Advisors St. Petersburg, Florida	$212K	+$195K	1	0.02%	New
475	Ingalls & Snyder LLC New York	$211K	+$204K	1	0.01%	New