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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
501	Amalgamated Bank New York	$104K	-$202K	1	0.02%	Reduced
502	FPC Falcon Point Capital San Francisco, California	$104K	+$97.8K	1	0.1%	New
503	OC Oarsman Capital Milwaukee, Wisconsin	$103K	$0	1	0.08%	Maintained
504	Scotia Capital Toronto, Ontario, Canada	$103K	-$350K	1	0%	Reduced
505	AAM Auxier Asset Management Aurora, Oregon	$102K	$0	1	0.02%	Maintained
506	PWW Pettyjohn Wood & White Lynchburg, Virginia	$100K	+$102K	1	0.05%	New
507	MCM Marathon Capital Management Hunt Valley, Maryland	$91K	+$87.6K	1	0.07%	New
508	PC Passport Capital San Francisco, California	$91K	+$87.7K	1	0%	New
509	Cornerstone Investment Partners Atlanta, Georgia	$90K	$0	1	0%	Maintained
510	Fisher Asset Management Camas, Washington	$90K	+$3K	1	0%	Increased
511	People's United Financial Bridgeport, Connecticut	$90K	-$1.88K	2	0.01%	Reduced
512	FA FCG Advisors Chatham, New Jersey	$89K	+$14K	1	0.06%	Increased
513	CA Corrado Advisors Ramsey, New Jersey	$87K	$0	1	0.04%	Maintained
514	BlackRock Japan Tokyo, Japan	$85K	-$94.2K	1	0%	Reduced
515	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$83K	-$20.8K	1	0.01%	Reduced
516	KFS KMS Financial Services Seattle, Washington	$81K	+$3.38K	1	0.01%	Increased
517	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$79K	$0	1	0.02%	Maintained
518	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$75.6K	$0	1	0.01%	Maintained
519	Flow Traders U.S. New York	$73K	+$75K	1	0.01%	New
520	Allianz Asset Management Munich, Germany	$72K	-$8.49M	1	0%	Reduced
521	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$72K	$0	1	0.08%	Maintained
522	Bessemer Group Woodbridge, New Jersey	$69K	-$11.3K	3	0%	Reduced
523	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$68K	-$26.1K	1	0%	Reduced
524	PMFA Plante Moran Financial Advisors Southfield, Michigan	$64K	$0	2	0.07%	Maintained
525	SCG Strategic Capital Group Gig Harbor, Washington	$57K	+$58.1K	1	0.02%	New