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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	SCM SOL Capital Management Rockville, Maryland	$242K	-$12.8K	1	0.08%	Reduced
502	FP Foundry Partners Minneapolis, Minnesota	$241K	+$262K	1	0.01%	New
503	CAM Columbia Asset Management Ann Arbor, Michigan	$240K	+$239K	1	0.09%	New
504	Capital Guardian Trust Los Angeles, California	$238K	-$160K	1	0%	Reduced
505	HSBC Holdings London, United Kingdom	$237K	-$136K	1	0%	Reduced
506	Advisors Asset Management Monument, Colorado	$233K	-$28.4K	2	0%	Reduced
507	EverPoint Asset Management Stamford, Connecticut	$233K	-$7.77M	1	0%	Reduced
508	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$230K	-$29.6K	2	0.25%	Reduced
509	Ingalls & Snyder LLC New York	$230K	+$7.35K	1	0.01%	Increased
510	VAM Verity Asset Management Durham, North Carolina	$227K	+$88.4K	1	0.22%	Increased
511	Rafferty Asset Management New York	$226K	+$97.2K	1	0.02%	Increased
512	UR USCA RIA Houston, Texas	$226K	+$22.7K	1	0.04%	Increased
513	Salem Investment Counselors Winston Salem, North Carolina	$225K	+$33.7K	1	0.03%	Increased
514	NL NWAM LLC Mercer Island, Washington	$222K	+$16.3K	1	0.09%	Increased
515	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$221K	+$8.49K	1	0.04%	Increased
516	Pacer Advisors Malvern, Pennsylvania	$218K	+$210K	1	0.03%	New
517	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$216K	-$7.32K	2	0.13%	Reduced
518	PCM Prelude Capital Management New York	$215K	+$231K	3	0.03%	New
519	Shelton Capital Management Denver, Colorado	$211K	$0	1	0.02%	Maintained
520	Private Advisor Group Morristown, New Jersey	$208K	+$220K	1	0.01%	New
521	TI Turner Investments Berwyn, Pennsylvania	$206K	-$4.06M	1	0.06%	Reduced
522	Zurich Cantonal Bank Zurich, Switzerland	$205K	-$507K	6	0%	Reduced
523	BRF B. Riley Financial Los Angeles, California	$201K	+$248	1	0.12%	Increased
524	CG Clinton Group New York	$201K	+$194K	1	0.01%	New
525	CT Chicago Trust Grayslake, Illinois	$199K	+$203K	1	0.08%	New