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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
526	NES New England Securities New York	$1K	$0	1	0%	Maintained
527	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1K	+$491	1	0%	New
528	PFS Penseco Financial Services Scranton, Pennsylvania	$1K	$0	1	0%	Maintained
529	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$291K	0	–	Closed
530	Aristeia Capital Greenwich, Connecticut	$0	-$245K	0	–	Closed
531	Atria Investments Charlotte, North Carolina	$0	-$270K	0	–	Closed
532	ACP Aviance Capital Partners Naples, Florida	$0	-$88K	0	–	Closed
533	Aviva London, United Kingdom	$0	-$2.68M	0	–	Closed
534	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$0	-$40.4M	0	–	Closed
535	BCM Bluefin Capital Management New York	$0	-$280K	0	–	Closed
536	BE Bonness Enterprises Washington, District of Columbia	$0	-$350K	0	–	Closed
537	Brown Brothers Harriman & Co New York	$0	-$226K	0	–	Closed
538	Capstone Investment Advisors New York	$0	-$322K	0	–	Closed
539	CA CapWealth Advisors Franklin, Tennessee	$0	-$1K	0	–	Closed
540	CD Carl Domino West Palm Beach, Florida	$0	-$186K	0	–	Closed
541	Cetera Advisor Networks El Segundo, California	$0	-$103K	0	–	Closed
542	Cetera Advisors Denver, Colorado	$0	-$47K	0	–	Closed
543	CCM Coe Capital Management Highland Park, Illinois	$0	-$2.29M	0	–	Closed
544	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$785K	0	–	Closed
545	CI Cowen Inc New York	$0	-$935K	0	–	Closed
546	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$0	-$5.85M	0	–	Closed
547	DP DSAM Partners London, United Kingdom	$0	-$4.37M	0	–	Closed
548	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$358K	0	–	Closed
549	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$2K	0	–	Closed
550	ECAM East Coast Asset Management Essex, Massachusetts	$0	-$1K	0	–	Closed