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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
576	IPC Independent Portfolio Consultants Boca Raton, Florida	$251K	+$232K	3	0.09%	Increased
577	PL Parthenon LLC Louisville, Kentucky	$243K	$0	1	0.06%	Maintained
578	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$243K	$0	1	0.27%	Maintained
579	MAP Moody Aldrich Partners Marblehead, Massachusetts	$242K	-$770K	1	0.41%	Reduced
580	QCMC Quantum Capital Management (California) San Francisco, California	$242K	$0	1	0.05%	Maintained
581	CPA Cowen Prime Advisors New York	$241K	$0	2	0.12%	Maintained
582	OI Oakbrook Investments Lisle, Illinois	$241K	-$34.3K	1	0.02%	Reduced
583	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$232K	+$163K	1	0.05%	New
584	Capital Guardian Trust Los Angeles, California	$227K	$0	1	0%	Maintained
585	MML Investors Services Springfield, Massachusetts	$224K	+$157K	1	0%	New
586	GC GMT Capital Atlanta, Georgia	$222K	+$231K	1	0%	New
587	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$221K	-$6.03K	1	0.04%	Reduced
588	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$220K	+$228K	1	0.07%	New
589	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$219K	$0	1	0.2%	Maintained
590	FBC Fairfield, Bush & Co Darien, Connecticut	$217K	-$20.1K	1	0.07%	Reduced
591	Wilmington Savings Fund Society Wilmington, Delaware	$216K	+$212K	1	0.01%	New
592	Palisade Capital Management Fort Lee, New Jersey	$215K	-$70.2K	1	0.01%	Reduced
593	Salem Investment Counselors Winston Salem, North Carolina	$214K	$0	1	0.02%	Maintained
594	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$213K	+$150K	1	0.07%	New
595	PTC Petrus Trust Company Dallas, Texas	$213K	-$475K	1	0.05%	Reduced
596	WSCM Wellington Shields Capital Management New York	$212K	+$221K	1	0.03%	New
597	WIS Wright Investors Service Shelton, Connecticut	$208K	+$54.6K	1	0.08%	Increased
598	ID Integral Derivatives New York	$205K	-$434K	1	0%	Reduced
599	First Allied Advisory Services San Diego, California	$199K	+$15.4K	1	0.01%	Increased
600	FIB First Interstate Bank Billings, Montana	$191K	-$335K	3	0.04%	Reduced