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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	Parallax Volatility Advisers San Francisco, California	$414K	+$248K	3	0%	Increased
527	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$405K	-$35.3K	2	0.33%	Reduced
528	MC Menta Capital San Francisco, California	$401K	-$288K	1	0.04%	Reduced
529	BLAM Bourne Lent Asset Management Pawling, New York	$399K	+$280K	1	0.22%	New
530	WCM Washington Capital Management Seattle, Washington	$397K	+$412K	1	0.46%	New
531	D.A. Davidson & Co Great Falls, Montana	$394K	+$83.4K	5	0.01%	Increased
532	GHA Garcia Hamilton & Associates Houston, Texas	$384K	+$411K	1	0.34%	New
533	Cookson Peirce & Co Pittsburgh, Pennsylvania	$378K	+$18K	1	0.05%	Increased
534	FAB First American Bank Dundee, Illinois	$372K	-$16.1K	1	0.03%	Reduced
535	Jupiter Investment Management London, United Kingdom	$371K	-$4.88M	1	0.01%	Reduced
536	RCM Riverhead Capital Management Wilmington, Delaware	$371K	+$2.98K	5	0.02%	Increased
537	TDC Thompson Davis & Co Richmond, Virginia	$366K	+$144K	6	0.52%	Increased
538	VFA Voya Financial Advisors Windsor, Connecticut	$366K	+$249K	1	0.03%	New
539	Private Advisor Group Morristown, New Jersey	$365K	-$53.3K	2	0.01%	Reduced
540	OAM Origin Asset Management London, United Kingdom	$363K	$0	1	0.02%	Maintained
541	AS Arxis Securities New York	$358K	+$346K	1	1.92%	New
542	G Gainplan Bloomfield Hills, Michigan	$353K	+$346K	1	0.23%	New
543	TCM Teza Capital Management Chicago, Illinois	$350K	+$343K	1	0.1%	New
544	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$349K	-$508	1	0.16%	Reduced
545	ED Exane Derivatives Paris, France	$349K	+$362K	1	0.08%	New
546	EGA E&G Advisors Houston, Texas	$347K	-$162K	1	0.18%	Reduced
547	IB Intrust Bank Wichita, Kansas	$347K	+$13.6K	1	0.12%	Increased
548	TCTC Holdings Dallas, Texas	$347K	$0	1	0.02%	Maintained
549	STB S&T Bank Indiana, Pennsylvania	$340K	+$63.5K	1	0.06%	Increased
550	FAM Fortaleza Asset Management Chicago, Illinois	$338K	-$304K	2	0.68%	Reduced