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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	AC Alexandria Capital Arlington, Virginia	$0	$0	2	0%	Maintained
727	AC Amici Capital New York	$0	-$149K	0	–	Closed
728	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained
729	Balyasny Asset Management Chicago, Illinois	$0	-$5M	0	–	Closed
730	BlueCrest Capital Management St Helier, Jersey	$0	-$388K	0	–	Closed
731	BCM Bluefin Capital Management New York	$0	-$247K	0	–	Closed
732	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$128K	0	–	Closed
733	BKA Brick & Kyle Associates Newtown, Pennsylvania	$0	$0	1	0%	Maintained
734	Brinker Capital Investments Berwyn, Pennsylvania	$0	+$73	2	0%	New
735	CCM Cadence Capital Management Boston, Massachusetts	$0	-$967K	0	–	Closed
736	CIM Calvert Investment Management Bethesda, Maryland	$0	-$2.69M	0	–	Closed
737	CSM Central Square Management Naperville, Illinois	$0	-$419K	0	–	Closed
738	CEP Chicago Equity Partners Chicago, Illinois	$0	-$1.48M	0	–	Closed
739	CC Clearline Capital New York	$0	-$9.43M	0	–	Closed
740	CG Clinton Group New York	$0	-$201K	0	–	Closed
741	CB Community Bank Dewitt, New York	$0	-$1.1K	1	0%	Reduced
742	CCPM Cooper Creek Partners Management New York	$0	-$6.14M	0	–	Closed
743	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
744	EverPoint Asset Management Stamford, Connecticut	$0	-$233K	0	–	Closed
745	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	+$301	1	0%	Increased
746	FMA FNY Managed Accounts New York	$0	-$1.9M	0	–	Closed
747	Fred Alger Management New York	$0	-$6.4M	0	–	Closed
748	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	$0	2	0%	Maintained
749	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	1	0%	Maintained
750	Gradient Investments Arden Hills, Minnesota	$0	-$2K	0	–	Closed