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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	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$2.12M	-$148K	1	0.06%	Reduced
477	CYG Clean Yield Group Norwich, Vermont	$2.1M	-$412K	1	0.69%	Reduced
478	SGAM Smith Group Asset Management Dallas, Texas	$2.08M	$0	1	0.16%	Maintained
479	TSS Two Sigma Securities New York	$2.05M	+$749K	4	0.31%	Increased
480	TC TownSquare Capital Provo, Utah	$2.04M	+$2.28M	4	0.02%	Increased
481	GJL Gendell Jeffrey L	$2.04M	-$4.99M	1	0.09%	Reduced
482	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$2.01M	+$622K	1	0.29%	Increased
483	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.01M	-$7.04K	1	0.78%	Reduced
484	Geneos Wealth Management Englewood, Colorado	$2M	+$2.51M	6	0.07%	Increased
485	SI Sapience Investments Newport Beach, California	$2M	+$279K	2	1.43%	Increased
486	SCM Sandler Capital Management New York	$1.97M	-$11.7M	2	0.49%	Reduced
487	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$1.96M	+$3.03M	1	1.17%	New
488	APM Advanced Portfolio Management New York	$1.95M	+$2.49M	1	3.93%	New
489	AC AXQ Capital Jersey City, New Jersey	$1.95M	+$660K	3	0.78%	Increased
490	LSC Lesa Sroufe & Co Seattle, Washington	$1.95M	+$1.81M	1	1.94%	New
491	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.94M	-$12K	1	0.16%	Reduced
492	NRD Nebula Research & Development New York	$1.93M	-$1.49M	2	0.18%	Reduced
493	TCW Group Los Angeles, California	$1.93M	+$762K	2	0.02%	Increased
494	JEST JTC Employer Solutions Trustee St Helier, Jersey	$1.93M	-$39.8K	2	0.16%	Reduced
495	BPIM Brant Point Investment Management New York	$1.92M	-$1.27M	1	0.23%	Reduced
496	Winton Group London, United Kingdom	$1.92M	-$6.62M	2	0.12%	Reduced
497	Advisors Asset Management Monument, Colorado	$1.91M	-$30.8K	7	0.04%	Reduced
498	USAA United Services Automobile Association San Antonio, Texas	$1.87M	+$2.35M	4	0.06%	New
499	Los Angeles Capital Management Los Angeles, California	$1.87M	+$890K	3	0.01%	Increased
500	Congress Wealth Management Boston, Massachusetts	$1.85M	+$25K	1	0.02%	Increased