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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	RIM Regent Investment Management Louisville, Kentucky	$599K	-$216K	1	0.2%	Reduced
452	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$594K	-$166K	2	0.1%	Reduced
453	PCM Portolan Capital Management Boston, Massachusetts	$590K	-$9.1K	1	0.06%	Reduced
454	MC Moors & Cabot Boston, Massachusetts	$582K	-$2.31K	1	0.08%	Reduced
455	SAM Shell Asset Management The Hague, Netherlands	$580K	$0	1	0.01%	Maintained
456	VIM Vista Investment Management Pittsburgh, Pennsylvania	$574K	+$23K	1	0.6%	Increased
457	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$570K	-$13.3K	1	0.09%	Reduced
458	TIA Trust Investment Advisors Indianapolis, Indiana	$567K	+$26.4K	1	0.65%	Increased
459	Level Four Advisory Services Dallas, Texas	$555K	+$5.33K	1	0.04%	Increased
460	CCI Credit Capital Investments Livingston, New Jersey	$547K	+$539K	1	0.52%	New
461	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$527K	$0	1	0.39%	Maintained
462	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$521K	+$249K	4	0.13%	Increased
463	WCM Washington Capital Management Seattle, Washington	$521K	+$77.7K	1	0.52%	Increased
464	CPA Cowen Prime Advisors New York	$519K	+$571K	2	0.29%	Increased
465	SM Southport Management Wilson, Wyoming	$518K	-$235K	1	1.8%	Reduced
466	Group One Trading Chicago, Illinois	$511K	-$5.78M	3	0.01%	Reduced
467	SCM Silvant Capital Management Atlanta, Georgia	$507K	+$536K	1	0.07%	New
468	Credit Agricole Montrouge Cedex, France	$506K	+$622K	2	0.03%	Increased
469	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$502K	-$1.95K	2	0.38%	Reduced
470	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$498K	+$773K	1	0.22%	New
471	BLAM Bourne Lent Asset Management Pawling, New York	$496K	+$131K	1	0.27%	Increased
472	SCM SOL Capital Management Rockville, Maryland	$486K	+$2.16K	1	0.14%	Increased
473	ANI American National Insurance Galveston, Texas	$472K	$0	1	0.02%	Maintained
474	BCM Beck Capital Management Austin, Texas	$467K	+$420K	1	0.21%	New
475	Brighton Jones LLC Seattle, Washington	$467K	-$38.2K	1	0.06%	Reduced