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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	IFP Advisors Tampa, Florida	$235K	+$253K	6	0.02%	New
502	Shelton Capital Management Denver, Colorado	$233K	$0	1	0.02%	Maintained
503	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$231K	-$24.1K	1	0.05%	Reduced
504	OI Oakbrook Investments Lisle, Illinois	$223K	+$248K	1	0.01%	New
505	ICAP Independence Capital Asset Partners Denver, Colorado	$222K	+$189K	1	2.39%	New
506	Greenleaf Trust Kalamazoo, Michigan	$220K	$0	1	0.01%	Maintained
507	CPA Court Place Advisors Ellicott City, Maryland	$218K	-$10.5K	1	0.14%	Reduced
508	DIA Denver Investment Advisors Denver, Colorado	$214K	+$3.68K	1	0.01%	Increased
509	People's United Financial Bridgeport, Connecticut	$212K	-$34.5K	2	0.01%	Reduced
510	Ingalls & Snyder LLC New York	$211K	+$235K	1	0.01%	New
511	LSCM LaSalle Street Capital Management Chicago, Illinois	$211K	+$170K	1	0.21%	New
512	Zurich Cantonal Bank Zurich, Switzerland	$209K	+$98.1K	6	0%	Increased
513	MCM Marathon Capital Management Hunt Valley, Maryland	$206K	$0	1	0.11%	Maintained
514	CT Chicago Trust Grayslake, Illinois	$205K	-$76.7K	1	0.08%	Reduced
515	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$201K	+$27.2K	1	0.23%	Increased
516	LIA LS Investment Advisors Bloomfield Hills, Michigan	$196K	+$7.82K	5	0.02%	Increased
517	Simplicity Solutions Minneapolis, Minnesota	$193K	+$212K	1	0.02%	New
518	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$191K	+$185K	1	1.27%	New
519	Quantbot Technologies New York	$186K	-$67K	3	0.03%	Reduced
520	AssetMark Inc Concord, California	$184K	-$12.3K	3	0%	Reduced
521	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$184K	+$3.57K	1	0.15%	Increased
522	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$182K	+$12.1K	1	0.04%	Increased
523	IH IFC Holdings Tampa, Florida	$181K	+$199K	1	0.02%	New
524	Janney Montgomery Scott Philadelphia, Pennsylvania	$179K	+$128	1	0%	Increased
525	TSS Two Sigma Securities New York	$175K	+$54.2K	1	0.21%	Increased