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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
701	AIM Anchor Investment Management Columbia, South Carolina	$520	+$564	1	0%	New
702	WAS WESPAC Advisors SoCal Pasadena, California	$323	$0	1	0%	Maintained
703	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$54	$0	1	0%	Maintained
704	WBC Westpac Banking Corp Sydney, Australia	$27	$0	1	0%	Maintained
705	SIM Sonora Investment Management Tucson, Arizona	$25	$0	1	0%	Maintained
706	Advent Capital Management New York	$0	-$3.2M	0	–	Closed
707	AP Advisor Partners Walnut Creek, California	$0	-$94K	0	–	Closed
708	AP Advisors Preferred Rockville, Maryland	$0	-$22K	0	–	Closed
709	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	$0	1	0%	Maintained
710	AC Alexandria Capital Arlington, Virginia	$0	-$9.02K	2	0%	Reduced
711	ALPS Advisors Denver, Colorado	$0	-$557K	0	–	Closed
712	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$5.88M	0	–	Closed
713	Artisan Partners Milwaukee, Wisconsin	$0	-$2.99M	0	–	Closed
714	ADL Asset Dedication LLC San Francisco, California	$0	$0	1	0%	Maintained
715	AP Atwood & Palmer Kansas City, Missouri	$0	-$41.8K	1	0%	Reduced
716	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$5K	0	–	Closed
717	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
718	BIM Barton Investment Management West Conshohocken, Pennsylvania	$0	-$19K	0	–	Closed
719	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
720	Benjamin F. Edwards & Company St. Louis, Missouri	$0	-$9K	0	–	Closed
721	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$0	-$31M	0	–	Closed
722	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$1.58M	0	–	Closed
723	BKA Brick & Kyle Associates Newtown, Pennsylvania	$0	$0	1	0%	Maintained
724	Brinker Capital Investments Berwyn, Pennsylvania	$0	$0	0	–	Closed
725	Capital Analysts LLC Fort Washington, Pennsylvania	$0	-$36.5K	0	–	Closed