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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
651	BCM Beck Capital Management Austin, Texas	$0	-$1.97M	0	–	Closed
652	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$0	-$106K	0	–	Closed
653	Bragg Financial Advisors Charlotte, North Carolina	$0	-$822K	0	–	Closed
654	BKA Brick & Kyle Associates Newtown, Pennsylvania	$0	+$57	1	0%	New
655	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$310K	0	–	Closed
656	CCM Cadence Capital Management Boston, Massachusetts	$0	-$5.91M	0	–	Closed
657	Cambridge Investment Research Advisors Fairfield, Iowa	$0	-$87K	0	–	Closed
658	CA CapWealth Advisors Franklin, Tennessee	$0	-$2K	0	–	Closed
659	Castleark Management Chicago, Illinois	$0	-$19.3M	0	–	Closed
660	CCA Castle Creek Arbitrage Avon, Colorado	$0	-$200K	0	–	Closed
661	CCM Catapult Capital Management New York	$0	-$483K	0	–	Closed
662	CIBC World Market Toronto, Ontario, Canada	$0	-$1.95M	0	–	Closed
663	CC Clearline Capital New York	$0	-$2.16M	0	–	Closed
664	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$382K	0	–	Closed
665	CA Corrado Advisors Ramsey, New Jersey	$0	-$81K	0	–	Closed
666	CC Courier Capital Buffalo, New York	$0	-$247K	0	–	Closed
667	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
668	CCS Crosspoint Capital Strategies Orinda, California	$0	-$10K	0	–	Closed
669	CPP Crow Point Partners Boston, Massachusetts	$0	-$60K	0	–	Closed
670	Destination Wealth Management Walnut Creek, California	$0	-$658K	0	–	Closed
671	DF Dent & Co Baltimore, Maryland	$0	-$222K	0	–	Closed
672	EverPoint Asset Management Stamford, Connecticut	$0	-$2.07M	0	–	Closed
673	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	-$20K	0	–	Closed
674	Frontier Capital Management Boston, Massachusetts	$0	-$2.9M	0	–	Closed
675	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$0	-$7K	0	–	Closed