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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	FIB First Interstate Bank Billings, Montana	$249K	$0	3	0.05%	Maintained
552	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$245K	$0	1	0.02%	Maintained
553	Aristotle Atlantic Partners Sarasota, Florida	$244K	+$247K	1	0.09%	New
554	DVM Dreman Value Management West Palm Beach, Florida	$242K	+$283K	1	0.14%	New
555	Capstone Investment Advisors New York	$239K	+$20.1K	1	0.01%	Increased
556	Ingalls & Snyder LLC New York	$238K	-$7.48K	1	0.01%	Reduced
557	RQS Ramsey Quantitative Systems Louisville, Kentucky	$237K	-$126K	1	0.25%	Reduced
558	CIBC Asset Management Toronto, Ontario, Canada	$236K	+$269K	1	0%	New
559	GCA Gideon Capital Advisors New York	$236K	+$239K	1	0.21%	New
560	CCP Corient Capital Partners Newport Beach, California	$230K	+$233K	1	0.04%	New
561	ECM Everence Capital Management Goshen, Indiana	$228K	$0	1	0.05%	Maintained
562	Laird Norton Wetherby Wealth Management San Francisco, California	$227K	-$127K	1	0.03%	Reduced
563	DC Diametric Capital Boston, Massachusetts	$226K	+$259K	1	0.14%	New
564	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$210K	-$49.3K	1	0.03%	Reduced
565	OIA Optimum Investment Advisors Chicago, Illinois	$210K	+$35.3K	1	0.07%	Increased
566	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$201K	+$192K	1	0.12%	New
567	MCP Moab Capital Partners Southampton, New York	$198K	-$1.04M	1	0.05%	Reduced
568	CBT Capital Bank & Trust Irvine, California	$196K	+$1.48K	2	0%	Increased
569	MassMutual Private Wealth & Trust Windsor, Connecticut	$194K	+$215K	1	0.02%	Increased
570	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$194K	+$222K	1	0.09%	New
571	Advisory Services Network Atlanta, Georgia	$190K	-$72.6K	3	0.02%	Reduced
572	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$188K	$0	1	0.15%	Maintained
573	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$187K	+$98.9K	4	0%	Increased
574	CAM Columbia Asset Management Ann Arbor, Michigan	$183K	-$440K	1	0.05%	Reduced
575	EMG Ellington Management Group Old Greenwich, Connecticut	$181K	-$93.6K	1	0.03%	Reduced