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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
626	BHCM Boulder Hill Capital Management New York	$426K	+$394K	1	0.82%	New
627	MLICM Metropolitan Life Insurance Company (MetLife) New York	$423K	+$69.8K	5	0.02%	Increased
628	PEA Park Edge Advisors Cleveland, Ohio	$422K	+$111K	1	0.14%	Increased
629	CIA Capital Impact Advisors Boston, Massachusetts	$418K	+$24.4K	1	0.46%	Increased
630	Ancora Advisors Cleveland, Ohio	$411K	+$1.68K	2	0.01%	Increased
631	GC GMT Capital Atlanta, Georgia	$400K	$0	1	0.02%	Maintained
632	Diversified Trust Memphis, Tennessee	$396K	-$1.09K	2	0.01%	Reduced
633	Y-Intercept (HK) Hong Kong	$394K	+$187K	1	0.04%	Increased
634	Acadian Asset Management Boston, Massachusetts	$390K	-$1.03M	2	0%	Reduced
635	ABLA Alan B. Lancz & Associates Toledo, Ohio	$389K	-$51.2K	1	0.42%	Reduced
636	MC Moors & Cabot Boston, Massachusetts	$389K	-$243K	1	0.03%	Reduced
637	H HoyleCohen San Diego, California	$388K	$0	2	0.03%	Maintained
638	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$384K	+$203K	2	0.07%	Increased
639	TC Truvestments Capital Sarasota, Florida	$381K	+$148	2	0.19%	Increased
640	HT Headlands Technologies Chicago, Illinois	$380K	+$384K	2	0.12%	Increased
641	Clearstead Advisors Cleveland, Ohio	$375K	+$57.7K	2	0.02%	Increased
642	Brevan Howard Capital Management St. Helier, Jersey	$374K	+$401K	1	0.01%	New
643	Avior Wealth Management Omaha, Nebraska	$374K	+$329K	2	0.02%	Increased
644	WA Waddell & Associates Memphis, Tennessee	$365K	$0	1	0.05%	Maintained
645	OGC One68 Global Capital New York	$362K	+$154K	1	2.21%	Increased
646	I InceptionR Lafayette, California	$357K	-$1.55M	2	0.19%	Reduced
647	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$355K	$0	1	0.31%	Maintained
648	EIM Essex Investment Management Boston, Massachusetts	$354K	-$1.31M	1	0.05%	Reduced
649	Parallel Advisors San Francisco, California	$353K	+$10.1K	8	0.01%	Increased
650	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$351K	+$11.3K	1	0.04%	Increased