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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
601	ABLA Alan B. Lancz & Associates Toledo, Ohio	$519K	$0	1	0.54%	Maintained
602	Cantor Fitzgerald New York	$516K	-$153K	2	0.01%	Reduced
603	American Trust Lexington, Kentucky	$515K	+$49.9K	2	0.04%	Increased
604	CIM Chiron Investment Management New York	$515K	+$550K	1	0.09%	New
605	WAM Westport Asset Management Southport, Connecticut	$513K	$0	1	0.31%	Maintained
606	Atom Investors Austin, Texas	$509K	+$557K	1	0.28%	New
607	Eagle Asset Management St Petersburg, Florida	$509K	-$16.1M	1	0%	Reduced
608	Coldstream Capital Management Bellevue, Washington	$507K	-$22K	2	0.02%	Reduced
609	Sowell Financial Services North Little Rock, Arkansas	$502K	+$523K	2	0.04%	New
610	Diametric Capital Boston, Massachusetts	$500K	-$321K	1	0.24%	Reduced
611	EHAM Eagle Harbor Asset Management Seattle, Washington	$499K	+$78.4K	2	0.68%	Increased
612	AIA Group Hong Kong	$497K	-$383K	1	0.03%	Reduced
613	GMT Capital Atlanta, Georgia	$494K	+$470K	1	0.02%	New
614	Advisor Partners II Walnut Creek, California	$492K	+$16.7K	2	0.03%	Increased
615	Hudson Edge Investment Partners Jersey City, New Jersey	$491K	+$80.3K	1	0.15%	Increased
616	HoyleCohen San Diego, California	$488K	$0	2	0.05%	Maintained
617	New York Life Investment Management New York	$479K	+$524K	1	0.01%	New
618	Mission Wealth Management Santa Barbara, California	$472K	+$223K	2	0.02%	Increased
619	Ancora Advisors Cleveland, Ohio	$472K	-$11.1K	2	0.01%	Reduced
620	MC Merlin Capital Newport, Rhode Island	$465K	+$7.31K	2	1.69%	Increased
621	AF Aldebaran Financial	$460K	-$267K	1	0.59%	Reduced
622	Brookstone Capital Management Wheaton, Illinois	$450K	+$92.2K	1	0.01%	Increased
623	Pitcairn Conshohocken, Pennsylvania	$443K	+$180K	1	0.04%	Increased
624	Ellevest Inc New York	$435K	+$142K	6	0.03%	Increased
625	QT Quantamental Technologies White Plains, New York	$431K	-$135K	1	0.23%	Reduced