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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
551	MAP Moody Aldrich Partners Marblehead, Massachusetts	$356K	+$91.7K	1	0.44%	Increased
552	Baker Avenue Asset Management San Francisco, California	$350K	-$152K	1	0.05%	Reduced
553	Thompson Siegel & Walmsley Richmond, Virginia	$346K	+$327K	1	0%	New
554	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$344K	+$23.6K	1	0.06%	Increased
555	AAM American Asset Management Boca Raton, Florida	$342K	+$22.3K	1	0.19%	Increased
556	TDC Thompson Davis & Co Richmond, Virginia	$342K	-$47.2K	7	0.55%	Reduced
557	FIM Fernwood Investment Management Quincy, Massachusetts	$340K	-$162K	1	0.25%	Reduced
558	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$329K	+$69.8K	1	0.07%	Increased
559	STB S&T Bank Indiana, Pennsylvania	$323K	$0	1	0.06%	Maintained
560	DBG De Burlo Group Boston, Massachusetts	$322K	-$2.95M	1	0.07%	Reduced
561	RQS Ramsey Quantitative Systems Louisville, Kentucky	$322K	+$304K	1	0.36%	New
562	Baird Financial Group Milwaukee, Wisconsin	$318K	-$3.81K	1	0%	Reduced
563	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$315K	+$305K	1	0.06%	New
564	BFG Beacon Financial Group Dallas, Texas	$312K	+$304K	1	0.06%	New
565	TMC Trellus Management Company Delray Beach, Florida	$308K	-$780K	1	0.45%	Reduced
566	TC TFS Capital West Chester, Pennsylvania	$295K	-$341K	1	0.12%	Reduced
567	Ingalls & Snyder LLC New York	$294K	-$4.14K	1	0.02%	Reduced
568	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$293K	$0	1	0.03%	Maintained
569	D.A. Davidson & Co Great Falls, Montana	$290K	-$121K	2	0.01%	Reduced
570	LSCM LaSalle Street Capital Management Chicago, Illinois	$289K	-$335K	1	0.24%	Reduced
571	ID Integral Derivatives New York	$287K	+$52.8K	1	0.01%	Increased
572	NL NWAM LLC Mercer Island, Washington	$284K	-$647	1	0.05%	Reduced
573	FPF FNY Partners Fund New York	$281K	-$2.33M	2	0.07%	Reduced
574	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$275K	-$39.6K	1	0.19%	Reduced
575	Natixis Paris, France	$270K	-$615K	1	0%	Reduced