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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
526	Tower Research Capital (TRC) New York	$302K	-$32.9K	9	0.03%	Reduced
527	Cookson Peirce & Co Pittsburgh, Pennsylvania	$296K	+$284K	1	0.04%	New
528	AIM Alambic Investment Management Belvedere, California	$291K	-$18.3K	1	0.05%	Reduced
529	Ingalls & Snyder LLC New York	$291K	-$4.81K	1	0.02%	Reduced
530	Tiedemann Advisors New York	$288K	+$271K	1	0.03%	New
531	FIB First Interstate Bank Billings, Montana	$287K	-$28.3K	3	0.06%	Reduced
532	FAB First American Bank Dundee, Illinois	$283K	$0	1	0.02%	Maintained
533	OI Oakbrook Investments Lisle, Illinois	$283K	+$4.37K	1	0.02%	Increased
534	NL NWAM LLC Mercer Island, Washington	$275K	-$1.09K	1	0.09%	Reduced
535	Shelton Capital Management Denver, Colorado	$275K	$0	1	0.02%	Maintained
536	IFP Advisors Tampa, Florida	$270K	-$43.9K	6	0.01%	Reduced
537	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$269K	-$8.43K	2	0.14%	Reduced
538	OAM Origin Asset Management London, United Kingdom	$263K	$0	1	0.02%	Maintained
539	BRF B. Riley Financial Los Angeles, California	$260K	-$18.9K	1	0.17%	Reduced
540	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$251K	-$37.1K	1	0.28%	Reduced
541	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$250K	-$3.92K	1	0.04%	Reduced
542	D.A. Davidson & Co Great Falls, Montana	$247K	-$313K	3	0.01%	Reduced
543	DCM Dialectic Capital Management Norwalk, Connecticut	$247K	+$255K	1	0.14%	New
544	TAM Tyers Asset Management Austin, Texas	$243K	+$236K	4	0.01%	New
545	PAG Private Advisory Group Redmond, Washington	$242K	+$239K	1	0.17%	New
546	RHBC R.H. Bluestein & Co Birmingham, Michigan	$241K	$0	1	0.02%	Maintained
547	MI Markston International White Plains, New York	$238K	-$211K	1	0.02%	Reduced
548	Palisade Capital Management Fort Lee, New Jersey	$238K	-$4.27M	1	0.01%	Reduced
549	QCMC Quantum Capital Management (California) San Francisco, California	$233K	+$195K	1	0.06%	New
550	CPA Cowen Prime Advisors New York	$231K	-$17.5K	2	0.12%	Reduced