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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	Los Angeles Capital Management Los Angeles, California	$355K	-$663K	1	0%	Reduced
452	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$352K	+$111K	1	0.08%	Increased
453	FBC Fairfield, Bush & Co Darien, Connecticut	$352K	-$5.33K	1	0.15%	Reduced
454	RCA Rex Capital Advisors Providence, Rhode Island	$348K	+$389K	1	0.37%	New
455	Salem Investment Counselors Winston Salem, North Carolina	$348K	$0	1	0.05%	Maintained
456	HSBC Holdings London, United Kingdom	$344K	+$24K	2	0%	Increased
457	RHBC R.H. Bluestein & Co Birmingham, Michigan	$339K	-$460K	1	0.02%	Reduced
458	Zacks Investment Management Chicago, Illinois	$330K	-$1.57M	1	0.01%	Reduced
459	KIC Keating Investment Counselors Delray Beach, Florida	$324K	$0	1	0.17%	Maintained
460	CPA Cowen Prime Advisors New York	$317K	$0	1	0.15%	Maintained
461	OMERS Administration Corp Toronto, Ontario, Canada	$317K	+$354K	1	0.01%	New
462	Old National Bancorp Evansville, Indiana	$315K	+$1.64K	1	0.02%	Increased
463	Suntrust Banks Atlanta, Georgia	$313K	+$39.6K	1	0%	Increased
464	FAM Fortaleza Asset Management Chicago, Illinois	$310K	+$94K	2	0.22%	Increased
465	PineBridge Investments New York	$307K	+$134K	3	0.01%	Increased
466	PRC Platte River Capital Denver, Colorado	$304K	-$1.25M	1	0.28%	Reduced
467	FMA FNY Managed Accounts New York	$289K	+$323K	1	0.81%	New
468	CAM Columbia Asset Management Ann Arbor, Michigan	$289K	$0	1	0.12%	Maintained
469	PAM Princeton Alpha Management Princeton Junction, New Jersey	$287K	+$37K	1	0.06%	Increased
470	Capital Guardian Trust Los Angeles, California	$282K	$0	1	0%	Maintained
471	JCM Janney Capital Management Pittsburgh, Pennsylvania	$272K	+$7.05K	1	0.01%	Increased
472	Rafferty Asset Management New York	$272K	-$949K	1	0.02%	Reduced
473	D.A. Davidson & Co Great Falls, Montana	$268K	+$75.2K	3	0.01%	Increased
474	WA WealthTrust Axiom Wayne, Pennsylvania	$266K	-$8.62K	1	0.11%	Reduced
475	SIM Strategic Investment Management Arlington, Virginia	$263K	+$295K	1	0.1%	New