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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	Capstone Investment Advisors New York	$0	-$239K	0	–	Closed
802	Carnegie Investment Counsel Pepper Pike, Ohio	$0	-$484K	0	–	Closed
803	CA Centerpoint Advisors Needham, Massachusetts	$0	$0	1	0%	Maintained
804	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$633K	0	–	Closed
805	CCP Corient Capital Partners Newport Beach, California	$0	-$230K	0	–	Closed
806	CMO Covenant Multifamily Offices San Antonio, Texas	$0	-$31K	0	–	Closed
807	CFD Creative Financial Designs Kokomo, Indiana	$0	+$560	1	0%	New
808	CCM Cribstone Capital Management Augusta, Maine	$0	-$24K	0	–	Closed
809	Davidson Kempner Capital Management New York	$0	-$9.02M	0	–	Closed
810	DCM Dean Capital Management Overland Park, Kansas	$0	-$4.07M	0	–	Closed
811	DIA Dean Investment Associates Beavercreek, Ohio	$0	-$5.46M	0	–	Closed
812	DCM Delpha Capital Management New York	$0	-$91K	0	–	Closed
813	DCM Dupont Capital Management Wilmington, Delaware	$0	-$1.25M	0	–	Closed
814	Element Capital Management New York	$0	-$17.9M	0	–	Closed
815	EULAV Asset Management Sarasota, Florida	$0	-$796K	0	–	Closed
816	Evercore Wealth Management New York	$0	-$11K	0	–	Closed
817	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$1.27M	0	–	Closed
818	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$0	-$429K	0	–	Closed
819	FQ First Quadrant Glendale, California	$0	-$174K	0	–	Closed
820	FC Fore Capital New York	$0	-$666K	0	–	Closed
821	FG Formula Growth Montreal, Quebec, Canada	$0	-$5.44M	0	–	Closed
822	GCC Game Creek Capital Boston, Massachusetts	$0	-$1.43M	0	–	Closed
823	GH GAM Holding Zurich, Switzerland	$0	-$1.45M	0	–	Closed
824	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	-$1K	0	–	Closed
825	GCA Gideon Capital Advisors New York	$0	-$236K	0	–	Closed