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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
476	BAM Brave Asset Management Summit, New Jersey	$168K	$0	1	0.13%	Maintained
477	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$165K	+$20.1K	1	0.05%	Increased
478	BPBT Boston Private Bank & Trust Boston, Massachusetts	$162K	-$2.38K	1	0.01%	Reduced
479	Cambridge Investment Research Advisors Fairfield, Iowa	$161K	-$8.02K	1	0.01%	Reduced
480	AL Airain Ltd St. Peter Port, Guernsey	$160K	-$1.48M	1	0.02%	Reduced
481	ECM Estabrook Capital Management New York	$157K	$0	1	0.02%	Maintained
482	CPA Cowen Prime Advisors New York	$154K	+$118K	1	0.06%	Increased
483	Credit Agricole Montrouge Cedex, France	$151K	-$342K	3	0%	Reduced
484	MC Mathes Company New York	$150K	-$159K	1	0.08%	Reduced
485	Salem Investment Counselors Winston Salem, North Carolina	$150K	$0	1	0.02%	Maintained
486	FIM Freedom Investment Management Hartford, Connecticut	$148K	+$18.1K	1	0.03%	Increased
487	PM Penbrook Management New York	$147K	-$150K	1	0.14%	Reduced
488	EAM Evanson Asset Management Carmel, California	$145K	$0	1	0.06%	Maintained
489	Grimes & Company Westborough, Massachusetts	$136K	+$43.8K	1	0.04%	Increased
490	GPC Glacier Peak Capital Bellevue, Washington	$130K	-$815K	1	0.12%	Reduced
491	Curi RMB Capital Chicago, Illinois	$129K	-$11K	1	0.01%	Reduced
492	LJHT Laurie J. Hall Trustee	$124K	$0	1	0.1%	Maintained
493	Buckingham Strategic Wealth Clayton, Missouri	$123K	$0	1	0.06%	Maintained
494	RNS Robert N. Shapiro	$119K	$0	1	0.02%	Maintained
495	KRC Kingdom Ridge Capital White Plains, New York	$114K	+$118K	1	0.03%	New
496	CR Cooperatieve Rabobank Utrecht, Netherlands	$111K	+$114K	1	0.1%	New
497	Ronald Blue & Co Roswell, Georgia	$108K	+$25K	1	0.01%	Increased
498	SCM Southport Capital Management Chattanooga, Tennessee	$106K	+$102K	1	0.07%	New
499	QC QCM Cayman Houston, Texas	$105K	+$108K	1	0.02%	New
500	SCM SOL Capital Management Rockville, Maryland	$105K	$0	1	0.04%	Maintained