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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	IR Invictus RG Hamilton, Bermuda	$323K	+$358K	1	0.31%	New
477	RG Renaissance Group Covington, Kentucky	$316K	+$347K	1	0.01%	New
478	Salem Investment Counselors Winston Salem, North Carolina	$315K	-$11K	1	0.04%	Reduced
479	JCM Janney Capital Management Pittsburgh, Pennsylvania	$311K	-$3.66K	1	0.01%	Reduced
480	LCP Lombardia Capital Partners Pasadena, California	$311K	-$11.5M	1	0.02%	Reduced
481	UMB Bank Kansas City, Missouri	$310K	$0	1	0.01%	Maintained
482	WA WealthTrust Axiom Wayne, Pennsylvania	$308K	$0	1	0.12%	Maintained
483	SIM Strategic Investment Management Arlington, Virginia	$306K	-$29K	1	0.17%	Reduced
484	AL Airain Ltd St. Peter Port, Guernsey	$303K	-$2.52M	1	0.02%	Reduced
485	RCA Rex Capital Advisors Providence, Rhode Island	$296K	-$126K	1	0.31%	Reduced
486	Capital Guardian Trust Los Angeles, California	$292K	$0	1	0%	Maintained
487	FAM Fortaleza Asset Management Chicago, Illinois	$291K	-$40.5K	2	0.18%	Reduced
488	PAG Pinnacle Advisory Group Columbia, Maryland	$287K	+$319K	1	0.03%	New
489	Laird Norton Wetherby Wealth Management San Francisco, California	$281K	+$40.1K	1	0.07%	Increased
490	Bowen Hanes & Co Ponte Vedra Beach, Florida	$274K	+$57.1K	1	0.02%	Increased
491	CI Cavalier Investments Alpharetta, Georgia	$274K	+$233K	1	0.16%	New
492	CIS Connors Investor Services Wyomissing, Pennsylvania	$272K	+$35.2K	1	0.06%	New
493	AWCI Alpine Woods Capital Investors Purchase, New York	$270K	+$149K	1	0.01%	Increased
494	BRF B. Riley Financial Los Angeles, California	$269K	+$218K	1	0.19%	New
495	PCM Palouse Capital Management Spokane, Washington	$269K	-$19.6K	1	0.1%	Reduced
496	PP Paloma Partners Greenwich, Connecticut	$250K	+$26.3K	1	0.01%	Increased
497	Truist Financial Charlotte, North Carolina	$249K	-$180K	1	0.01%	Reduced
498	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$243K	+$8.91K	1	0.04%	Increased
499	HRT Financial New York	$241K	+$111K	1	0.29%	Increased
500	IRF IBM Retirement Fund Armonk, New York	$238K	+$193K	1	0%	New