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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	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$0	-$6K	0	–	Closed
802	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$2.55M	0	–	Closed
803	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	-$8K	1	0%	Reduced
804	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$0	-$2.72M	0	–	Closed
805	CRCP Copper Rock Capital Partners Boston, Massachusetts	$0	-$34.9M	0	–	Closed
806	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$0	-$4.74M	0	–	Closed
807	Dana Investment Advisors Waukesha, Wisconsin	$0	-$2.49M	0	–	Closed
808	DBG De Burlo Group Boston, Massachusetts	$0	-$1.59M	0	–	Closed
809	DC Diametric Capital Boston, Massachusetts	$0	-$786K	0	–	Closed
810	DZ Bank Frankfurt Am Main, Germany	$0	-$15K	0	–	Closed
811	EI EAM Investors Solana Beach, California	$0	-$3.38M	0	–	Closed
812	ETrade Capital Management Arlington, Virginia	$0	-$1.2M	0	–	Closed
813	ECM Everence Capital Management Goshen, Indiana	$0	-$298K	0	–	Closed
814	FLI Family Legacy Inc Greenville, South Carolina	$0	+$298	1	0%	New
815	Farmers & Merchants Investments Inc Lincoln, Nebraska	$0	-$11K	0	–	Closed
816	FA FDx Advisors Chicago, Illinois	$0	-$244K	0	–	Closed
817	FCAG First Capital Advisors Group Little Silver, New Jersey	$0	-$2K	0	–	Closed
818	FPFS First Personal Financial Services Charlotte, North Carolina	$0	-$42K	0	–	Closed
819	FHAM Folger Hill Asset Management New York	$0	-$4.55M	0	–	Closed
820	FPCP Fort Point Capital Partners San Francisco, California	$0	-$82K	0	–	Closed
821	GWS Glassman Wealth Services Vienna, Virginia	$0	-$35	2	0%	Reduced
822	GAMA Graticule Asia Macro Advisors New York	$0	-$989K	0	–	Closed
823	Great Lakes Advisors Chicago, Illinois	$0	-$2.6M	0	–	Closed
824	HT HAP Trading New York	$0	-$1.96M	0	–	Closed
825	Hennessy Advisors Inc Novato, California	$0	-$848K	0	–	Closed