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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	MCM Marathon Capital Management Hunt Valley, Maryland	$138K	+$44.4K	1	0.11%	Increased
477	SEC Seven Eight Capital New York	$137K	-$472K	1	0.13%	Reduced
478	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$133K	+$134K	1	0%	New
479	Panagora Asset Management Boston, Massachusetts	$124K	-$329K	1	0%	Reduced
480	PineBridge Investments New York	$122K	-$73.7K	1	0%	Reduced
481	Scotia Capital Toronto, Ontario, Canada	$121K	+$15.4K	1	0%	Increased
482	PL Parkwood LLC Cleveland, Ohio	$112K	+$142K	1	0.03%	New
483	SCM Southport Capital Management Chattanooga, Tennessee	$108K	$0	1	0.07%	Maintained
484	SCM SOL Capital Management Rockville, Maryland	$106K	-$1.9K	1	0.04%	Reduced
485	Curi RMB Capital Chicago, Illinois	$105K	-$28.2K	1	0.01%	Reduced
486	AAM Auxier Asset Management Aurora, Oregon	$104K	-$1.52K	1	0.02%	Reduced
487	MC Moors & Cabot Boston, Massachusetts	$100K	+$99.1K	1	0.02%	New
488	Advent Capital Management New York	$94K	+$103K	1	0%	New
489	OC Oarsman Capital Milwaukee, Wisconsin	$94K	-$11.4K	1	0.07%	Reduced
490	FA FCG Advisors Chatham, New Jersey	$93K	+$1.23K	1	0.07%	Increased
491	Cornerstone Investment Partners Atlanta, Georgia	$92K	$0	1	0%	Maintained
492	MCM Manchester Capital Management Manchester, Vermont	$91K	+$36.5K	1	0.01%	Increased
493	CA Corrado Advisors Ramsey, New Jersey	$90K	$0	1	0.04%	Maintained
494	Fisher Asset Management Camas, Washington	$90K	-$3.04K	1	0%	Reduced
495	KFS KMS Financial Services Seattle, Washington	$89K	+$6.31K	1	0.01%	Increased
496	PWW Pettyjohn Wood & White Lynchburg, Virginia	$88K	-$15.2K	1	0.04%	Reduced
497	CIM CIM Investment Management Pittsburgh, Pennsylvania	$85K	-$300K	1	0.04%	Reduced
498	BlackRock Japan Tokyo, Japan	$83K	+$1.94K	2	0%	Increased
499	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$83K	+$83.6K	1	0.01%	New
500	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$82.4K	-$87.4K	2	0.02%	Reduced