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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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$296K	$0	1	0.02%	Maintained
502	HC Henshaw Capital Woburn, Massachusetts	$287K	+$256K	1	0.04%	New
503	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$285K	$0	1	0%	Maintained
504	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$284K	-$740	1	0.04%	Reduced
505	Commerce Bank Kansas City, Missouri	$280K	+$250K	1	0%	New
506	FBC Fairfield, Bush & Co Darien, Connecticut	$279K	-$10.2K	1	0.1%	Reduced
507	Salem Investment Counselors Winston Salem, North Carolina	$279K	$0	1	0.03%	Maintained
508	MC Miles Capital West Des Moines, Iowa	$278K	+$238K	1	0.19%	New
509	Advisors Asset Management Monument, Colorado	$275K	-$143K	2	0%	Reduced
510	RG Renaissance Group Covington, Kentucky	$273K	-$6.81K	1	0.01%	Reduced
511	Greenleaf Trust Kalamazoo, Michigan	$270K	$0	1	0.01%	Maintained
512	CPA Cowen Prime Advisors New York	$269K	-$187K	2	0.12%	Reduced
513	SCM SOL Capital Management Rockville, Maryland	$265K	+$197K	1	0.09%	Increased
514	MC Menta Capital San Francisco, California	$264K	-$550K	1	0.04%	Reduced
515	PAG Pinnacle Advisory Group Columbia, Maryland	$264K	$0	1	0.03%	Maintained
516	Truist Financial Charlotte, North Carolina	$263K	-$26.1K	1	0.01%	Reduced
517	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$248K	+$58.4K	1	0.05%	Increased
518	LSCM LaSalle Street Capital Management Chicago, Illinois	$247K	-$9.87K	1	0.24%	Reduced
519	Janney Montgomery Scott Philadelphia, Pennsylvania	$238K	+$94.1K	1	0.01%	Increased
520	GFG Gray Financial Group Atlanta, Georgia	$237K	+$203K	1	0.09%	New
521	WA Wealth Architects Mountain View, California	$235K	+$228K	1	0.12%	New
522	Bowen Hanes & Co Ponte Vedra Beach, Florida	$230K	$0	1	0.01%	Maintained
523	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$227K	-$161K	3	0.14%	Reduced
524	Ingalls & Snyder LLC New York	$225K	+$29.5K	1	0.01%	Increased
525	BRF B. Riley Financial Los Angeles, California	$224K	-$90.8K	1	0.16%	Reduced