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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	UMB Bank Kansas City, Missouri	$263K	$0	1	0.02%	Maintained
477	Quantbot Technologies New York	$260K	-$148K	1	0.05%	Reduced
478	PCM Palouse Capital Management Spokane, Washington	$250K	-$11.1K	1	0.1%	Reduced
479	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$246K	-$10.3K	1	0.05%	Reduced
480	CT Chicago Trust Grayslake, Illinois	$244K	+$78.7K	1	0.09%	Increased
481	People's United Financial Bridgeport, Connecticut	$243K	-$476K	2	0.01%	Reduced
482	Tower Research Capital (TRC) New York	$240K	+$82K	6	0.02%	Increased
483	VAM Visium Asset Management New York	$238K	-$551K	1	0%	Reduced
484	IPC Independent Portfolio Consultants Boca Raton, Florida	$236K	+$46.1K	2	0.05%	Increased
485	Laird Norton Wetherby Wealth Management San Francisco, California	$233K	+$35.9K	1	0.06%	Increased
486	Shelton Capital Management Denver, Colorado	$233K	$0	1	0.03%	Maintained
487	DIA Denver Investment Advisors Denver, Colorado	$228K	+$254K	1	0.01%	New
488	TI Turner Investments Berwyn, Pennsylvania	$228K	-$1.22M	1	0.05%	Reduced
489	IRS Invictus RG (Singapore) Singapore	$224K	-$50.2K	2	0.21%	Reduced
490	CPA Court Place Advisors Ellicott City, Maryland	$221K	-$205K	1	0.15%	Reduced
491	WEC Winslow Evans & Crocker Boston, Massachusetts	$220K	+$22K	3	0.07%	Increased
492	GC GMT Capital Atlanta, Georgia	$216K	$0	1	0.01%	Maintained
493	Bowen Hanes & Co Ponte Vedra Beach, Florida	$210K	-$362K	1	0.01%	Reduced
494	QCMC Quantum Capital Management (California) San Francisco, California	$209K	+$55.2K	1	0.03%	Increased
495	MCM Marathon Capital Management Hunt Valley, Maryland	$207K	$0	1	0.11%	Maintained
496	NL NWAM LLC Mercer Island, Washington	$207K	$0	1	0.17%	Maintained
497	Hillsdale Investment Management Toronto, Ontario, Canada	$205K	-$13.9K	1	0.07%	Reduced
498	PP Paloma Partners Greenwich, Connecticut	$205K	-$7.88M	1	0%	Reduced
499	ECM Estabrook Capital Management New York	$203K	$0	1	0.03%	Maintained
500	TCM Traynor Capital Management Malvern, Pennsylvania	$202K	+$14.3K	1	0.17%	Increased