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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	Buckingham Strategic Wealth Clayton, Missouri	$0	-$147K	0	–	Closed
577	Capital Guardian Trust Los Angeles, California	$0	-$6K	0	–	Closed
578	Catalyst Capital Advisors Huntington, New York	$0	-$781K	0	–	Closed
579	CCM Catapult Capital Management New York	$0	-$76K	0	–	Closed
580	CEP Chicago Equity Partners Chicago, Illinois	$0	-$2.51M	0	–	Closed
581	CC ClearArc Capital Cincinnati, Ohio	$0	-$736K	0	–	Closed
582	CAM Contour Asset Management New York	$0	-$7.51M	0	–	Closed
583	CR Cooperatieve Rabobank Utrecht, Netherlands	$0	-$146K	0	–	Closed
584	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
585	Driehaus Capital Management Chicago, Illinois	$0	-$1.55M	0	–	Closed
586	DP DW Partners New York	$0	-$18.6M	0	–	Closed
587	EEG E.E. Geduld	$0	-$558K	0	–	Closed
588	ECM Empire Capital Management Westport, Connecticut	$0	-$8.66M	0	–	Closed
589	EAM Evanson Asset Management Carmel, California	$0	-$147K	0	–	Closed
590	FA FCG Advisors Chatham, New Jersey	$0	-$93K	0	–	Closed
591	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$598K	0	–	Closed
592	Freestone Capital Holdings Seattle, Washington	$0	-$149K	0	–	Closed
593	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$1K	0	–	Closed
594	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$0	-$83K	0	–	Closed
595	Hancock Whitney Gulfport, Mississippi	$0	-$8.52M	0	–	Closed
596	HBK Investments Dallas, Texas	$0	-$319K	0	–	Closed
597	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$34K	0	–	Closed
598	ICAP Independence Capital Asset Partners Denver, Colorado	$0	-$841K	0	–	Closed
599	JGUA John G. Ullman & Associates Corning, New York	$0	-$225K	0	–	Closed
600	KBC Group Brussels, Belgium	$0	-$246K	0	–	Closed