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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	WCM Wealthcare Capital Management Richmond, Virginia	$2K	$0	1	0%	Maintained
577	EWM Elite Wealth Management Kirkland, Washington	$1K	$0	1	0%	Maintained
578	GSC Ground Swell Capital Folly Beach, South Carolina	$1K	+$888	1	0%	New
579	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	$0	1	0%	Maintained
580	NES New England Securities New York	$1K	-$22.8K	1	0%	Reduced
581	PAS Partnervest Advisory Services Santa Barbara, California	$1K	$0	1	0%	Maintained
582	AIM Act II Management New York	$0	-$7.01M	0	–	Closed
583	Adage Capital Partners Boston, Massachusetts	$0	-$10.3M	0	–	Closed
584	AL AJO LP Philadelphia, Pennsylvania	$0	-$9.17M	0	–	Closed
585	ACM Archer Capital Management New York	$0	-$27.4M	0	–	Closed
586	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
587	Axiom Investors Greenwich, Connecticut	$0	-$1.16M	0	–	Closed
588	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$41M	0	–	Closed
589	BHA Beech Hill Advisors New York	$0	-$296K	0	–	Closed
590	BIG Blackthorn Investment Group Overland Park, Kansas	$0	-$704K	0	–	Closed
591	Boston Trust Walden Boston, Massachusetts	$0	-$20.1M	0	–	Closed
592	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$1.3M	0	–	Closed
593	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$1.11M	0	–	Closed
594	CC Centaurus Capital London, United Kingdom	$0	-$881K	0	–	Closed
595	CAIMH Central Asset Investments & Management Holdings Hong Kong	$0	-$220K	0	–	Closed
596	CI Investments Inc Toronto, Ontario, Canada	$0	-$32.2M	0	–	Closed
597	CAM CMT Asset Management Chicago, Illinois	$0	-$4.07M	0	–	Closed
598	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$0	-$20.5M	0	–	Closed
599	CFS Community Financial System Syracuse, New York	$0	-$5K	0	–	Closed
600	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$83K	0	–	Closed