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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
201	LAM Lapides Asset Management Greenwich, Connecticut	$2.52M	+$2.54M	1	0.36%	New
202	Spot Trading Chicago, Illinois	$2.45M	+$2.11M	4	0.01%	New
203	Baker Avenue Asset Management San Francisco, California	$2.45M	+$2.2M	1	0.6%	New
204	First Trust Advisors Wheaton, Illinois	$2.43M	+$2.23M	4	0.02%	New
205	TBAM True Bearing Asset Management San Francisco, California	$2.41M	+$2.17M	1	1.22%	New
206	Anchor Capital Advisors Boston, Massachusetts	$2.41M	+$2.27M	1	0.05%	New
207	Eagle Asset Management St Petersburg, Florida	$2.39M	+$2.41M	1	0.02%	New
208	CEP Chicago Equity Partners Chicago, Illinois	$2.33M	+$2M	1	0.07%	New
209	UBS AM Chicago, Illinois	$2.32M	+$2.05M	4	0%	New
210	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.31M	+$2.17M	5	0%	New
211	Macquarie Group Sydney, NSW 2000, Australia	$2.31M	+$2.2M	4	0.01%	New
212	GMCM Gruber & McBaine Capital Management San Francisco, California	$2.3M	+$2M	2	0.78%	New
213	HCMT Highland Capital Management (Texas) Dallas, Texas	$2.29M	+$1.96M	1	0.18%	New
214	CCM Coe Capital Management Highland Park, Illinois	$2.29M	+$2.16M	2	0.88%	New
215	WPC White Pine Capital Bloomington, Minnesota	$2.23M	+$1.66M	2	0.77%	New
216	TC TFS Capital West Chester, Pennsylvania	$2.18M	+$1.86M	3	0.09%	New
217	WG Winchester Group New York	$2.09M	+$1.97M	1	0.45%	New
218	WAM World Asset Management Detroit, Michigan	$2.07M	+$1.91M	4	0.05%	New
219	Mutual of America Capital Management New York	$2.04M	+$1.79M	2	0.06%	New
220	Advisors Asset Management Monument, Colorado	$2.04M	+$1.91M	3	0.04%	New
221	CAM Capstone Asset Management Houston, Texas	$2.02M	+$1.88M	5	0.05%	New
222	Aperio Group Sausalito, California	$2.01M	+$1.88M	3	0.05%	New
223	T TradeWorx Red Bank, New Jersey	$1.98M	+$1.72M	2	0.85%	New
224	Bahl & Gaynor Cincinnati, Ohio	$1.95M	+$1.97M	1	0.04%	New
225	Axiom Investors Greenwich, Connecticut	$1.93M	+$1.65M	1	0.07%	New