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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
801	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$4.41M	0	–	Closed
802	AC Alexandria Capital Arlington, Virginia	$0	$0	0	–	Closed
803	AFNAS American Financial Network Advisory Services Calabasas, California	$0	-$16K	0	–	Closed
804	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$11K	0	–	Closed
805	ArrowMark Colorado Holdings Denver, Colorado	$0	-$9.57M	0	–	Closed
806	Asset Management One Tokyo, Japan	$0	-$1.85M	0	–	Closed
807	Avalon Investment & Advisory Houston, Texas	$0	-$912K	0	–	Closed
808	BUB BBVA USA Bancshares Houston, Texas	$0	-$94K	0	–	Closed
809	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	$0	1	0%	Maintained
810	BTP Bloom Tree Partners New York	$0	-$9.45M	0	–	Closed
811	BCM Bluefin Capital Management New York	$0	-$253K	0	–	Closed
812	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$2.41M	0	–	Closed
813	BOK Financial Tulsa, Oklahoma	$0	-$151K	0	–	Closed
814	BA Bristol Advisors Conshohocken, Pennsylvania	$0	-$60K	0	–	Closed
815	BWA Burt Wealth Advisors North Bethesda, Maryland	$0	+$515	1	0%	New
816	CONA Capital One National Association New York	$0	-$401K	0	–	Closed
817	CIA Cascade Investment Advisors Oregon City, Oregon	$0	-$473K	0	–	Closed
818	Castleark Management Chicago, Illinois	$0	-$8.34M	0	–	Closed
819	CI Cavalier Investments Alpharetta, Georgia	$0	-$1.41M	0	–	Closed
820	Caxton Associates (New York) New York	$0	-$374K	0	–	Closed
821	CA Centerpoint Advisors Needham, Massachusetts	$0	+$309	1	0%	New
822	Cerity Partners New York	$0	-$267K	0	–	Closed
823	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$1.36M	0	–	Closed
824	Colony Group Boston, Massachusetts	$0	-$82K	0	–	Closed
825	CCI Columbus Circle Investors	$0	-$52.7M	0	–	Closed