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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	SCM SOL Capital Management Rockville, Maryland	$106K	-$1.56K	1	0.04%	Reduced
477	AAM Auxier Asset Management Aurora, Oregon	$104K	$0	1	0.02%	Maintained
478	Curi RMB Capital Chicago, Illinois	$103K	-$9.82K	1	0.01%	Reduced
479	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$96K	+$98.7K	1	0%	New
480	Cambridge Investment Research Advisors Fairfield, Iowa	$93K	-$74K	1	0%	Reduced
481	CCMH Cornerstone Capital Management Holdings New York	$93K	+$83.6K	1	0%	New
482	Cornerstone Investment Partners Atlanta, Georgia	$92K	-$1.83K	1	0%	Reduced
483	Fisher Asset Management Camas, Washington	$90K	-$2.34K	1	0%	Reduced
484	Ronald Blue & Co Roswell, Georgia	$87K	$0	1	0%	Maintained
485	CIM CIM Investment Management Pittsburgh, Pennsylvania	$86K	$0	1	0.04%	Maintained
486	ED Exane Derivatives Paris, France	$84K	-$23.3K	1	0.01%	Reduced
487	RegentAtlantic Capital Morristown, New Jersey	$80K	+$79.6K	1	0.01%	Increased
488	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$78.1K	$0	1	0.01%	Maintained
489	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$78K	-$417K	1	0.05%	Reduced
490	PCM Prelude Capital Management New York	$78K	+$19.2K	2	0.01%	Increased
491	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$77K	-$10.1K	1	0.01%	Reduced
492	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$76K	+$78K	1	0.02%	New
493	Capital Analysts LLC Fort Washington, Pennsylvania	$72.2K	$0	1	0.02%	Maintained
494	FMA FNY Managed Accounts New York	$71K	-$489K	3	0.06%	Reduced
495	RCM Rotella Capital Management Bellevue, Washington	$69K	-$1.13M	1	0.06%	Reduced
496	VIA Vantage Investment Advisors State College, Pennsylvania	$61K	+$31.7K	2	0.02%	Increased
497	PMFA Plante Moran Financial Advisors Southfield, Michigan	$59K	$0	1	0.04%	Maintained
498	FineMark National Bank & Trust Fort Myers, Florida	$56K	+$17.2K	3	0.01%	Increased
499	BAM Brave Asset Management Summit, New Jersey	$55K	-$624	1	0.04%	Reduced
500	Bessemer Group Woodbridge, New Jersey	$54K	-$16.4K	3	0%	Reduced