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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
726	CI Cavalier Investments Alpharetta, Georgia	$0	-$274K	0	–	Closed
727	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$1.28M	0	–	Closed
728	CT Chicago Trust Grayslake, Illinois	$0	-$205K	0	–	Closed
729	CAM CMT Asset Management Chicago, Illinois	$0	-$2.9M	0	–	Closed
730	Colony Group Boston, Massachusetts	$0	-$5K	0	–	Closed
731	CIS Connors Investor Services Wyomissing, Pennsylvania	$0	-$272K	0	–	Closed
732	CAM Contour Asset Management New York	$0	-$6.04M	0	–	Closed
733	CFN Cordasco Financial Network Naples, Florida	$0	-$7K	0	–	Closed
734	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$603K	0	–	Closed
735	CI Cowen Inc New York	$0	-$1.23M	0	–	Closed
736	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$0	-$2.17M	0	–	Closed
737	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
738	CC Curian Capital Denver, Colorado	$0	-$350K	0	–	Closed
739	DIA Denver Investment Advisors Denver, Colorado	$0	-$214K	0	–	Closed
740	DWA Dorsey Wright & Associates Pasadena, California	$0	-$1.12M	0	–	Closed
741	ECM Empire Capital Management Westport, Connecticut	$0	-$2.07M	0	–	Closed
742	EGM Espalier Global Management New York	$0	-$1.12M	0	–	Closed
743	EAM Exane Asset Management Paris, France	$0	-$661K	0	–	Closed
744	FMA Fiduciary Management Associates Chicago, Illinois	$0	-$21.4M	0	–	Closed
745	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$83K	0	–	Closed
746	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	-$205	1	0%	Reduced
747	GH GAM Holding Zurich, Switzerland	$0	-$361K	0	–	Closed
748	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	+$501	2	0%	New
749	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	1	0%	Maintained
750	GP GLG Partners London, United Kingdom	$0	-$1.98M	0	–	Closed