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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
601	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
602	CCS Crosspoint Capital Strategies Orinda, California	$0	-$13K	0	–	Closed
603	CCM Cupps Capital Management Chicago, Illinois	$0	-$8.61M	0	–	Closed
604	DCM Daruma Capital Management New York	$0	-$521K	0	–	Closed
605	DIA Denver Investment Advisors Denver, Colorado	$0	-$3.77M	0	–	Closed
606	ESG Emerging Sovereign Group New York	$0	-$128M	0	–	Closed
607	EGM Espalier Global Management New York	$0	-$2.47M	0	–	Closed
608	FPC Falcon Point Capital San Francisco, California	$0	-$104K	0	–	Closed
609	FNYS First New York Securities New York	$0	-$4.97M	0	–	Closed
610	Flow Traders U.S. New York	$0	-$73K	0	–	Closed
611	FMA FNY Managed Accounts New York	$0	-$1.5M	0	–	Closed
612	GLRA Gerald L. Ray & Associates Dallas, Texas	$0	-$283K	0	–	Closed
613	GIA GHP Investment Advisors Denver, Colorado	$0	-$242K	0	–	Closed
614	GPC Glacier Peak Capital Bellevue, Washington	$0	-$130K	0	–	Closed
615	GC Globeflex Capital San Diego, California	$0	-$481K	0	–	Closed
616	Gotham Asset Management New York	$0	-$4.27M	0	–	Closed
617	Gradient Investments Arden Hills, Minnesota	$0	-$1K	0	–	Closed
618	GACM Green Arrow Capital Management New York	$0	-$6.51M	0	–	Closed
619	GC Greenlight Capital New York	$0	-$25.7M	0	–	Closed
620	HCS Harvest Capital Strategies San Francisco, California	$0	-$1.32M	0	–	Closed
621	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$11.8M	0	–	Closed
622	HL Financial Services Louisville, Kentucky	$0	-$392K	0	–	Closed
623	IMS Index Management Solutions Philadelphia, Pennsylvania	$0	+$46	1	0%	New
624	ICM Invicta Capital Management New York	$0	-$3.01M	0	–	Closed
625	JT Jump Trading Chicago, Illinois	$0	-$25K	0	–	Closed