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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	IPC Independent Portfolio Consultants Boca Raton, Florida	$209K	+$203K	1	0.04%	New
477	QCMC Quantum Capital Management (California) San Francisco, California	$208K	-$140K	1	0.03%	Reduced
478	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$205K	+$2.61K	1	0.03%	Increased
479	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$205K	$0	1	0.11%	Maintained
480	ECM Estabrook Capital Management New York	$205K	$0	1	0.03%	Maintained
481	CCA Castle Creek Arbitrage Avon, Colorado	$200K	+$212K	1	0.01%	New
482	Laird Norton Wetherby Wealth Management San Francisco, California	$198K	-$43.8K	1	0.05%	Reduced
483	Janney Montgomery Scott Philadelphia, Pennsylvania	$192K	-$278K	1	0%	Reduced
484	CT Chicago Trust Grayslake, Illinois	$191K	+$202K	1	0.07%	New
485	TCM Traynor Capital Management Malvern, Pennsylvania	$189K	-$156K	1	0.16%	Reduced
486	AIA AIMZ Investment Advisors Los Altos, California	$187K	$0	1	0.16%	Maintained
487	CAM Carret Asset Management New York	$180K	$0	1	0.04%	Maintained
488	FNYS First New York Securities New York	$178K	+$171K	1	0.09%	New
489	FIM Freedom Investment Management Hartford, Connecticut	$177K	+$36.9K	1	0.02%	Increased
490	SHJ Sharkey, Howes & Javer Denver, Colorado	$177K	$0	1	0.13%	Maintained
491	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$176K	+$3.64K	1	0.15%	Increased
492	WIC Woodmont Investment Counsel Nashville, Tennessee	$174K	-$495K	1	0.05%	Reduced
493	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$170K	$0	1	0.17%	Maintained
494	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$169K	+$73	1	0.03%	Increased
495	LIA LS Investment Advisors Bloomfield Hills, Michigan	$165K	+$150K	4	0.01%	Increased
496	MSI Financial Services Springfield, Massachusetts	$165K	+$152K	3	0.01%	Increased
497	Douglas C. Lane & Associates New York	$164K	-$59.8K	1	0%	Reduced
498	Gateway Investment Advisers Cincinnati, Ohio	$163K	-$909	1	0%	Reduced
499	CCA Checchi Capital Advisers Beverly Hills, California	$162K	+$5.82K	1	0.04%	Increased
500	HRT Financial New York	$160K	-$207K	1	0.08%	Reduced