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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
826	DCM Delta Capital Management Red Bank, New Jersey	$0	-$229K	0	–	Closed
827	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$0	-$70K	0	–	Closed
828	EA Edge Advisors Atlanta, Georgia	$0	-$2K	0	–	Closed
829	EGA E&G Advisors Houston, Texas	$0	-$368K	0	–	Closed
830	ED Exane Derivatives Paris, France	$0	-$115K	0	–	Closed
831	FA Fagan Associates Troy, New York	$0	-$729K	0	–	Closed
832	FC Ferris Capital Marlborough, Massachusetts	$0	-$2K	0	–	Closed
833	FAB First American Bank Dundee, Illinois	$0	-$397K	0	–	Closed
834	FBT First Bank & Trust Brookings, South Dakota	$0	+$118	1	0%	New
835	FFA First Foundation Advisors Irvine, California	$0	-$1.71M	0	–	Closed
836	First National Bank of Omaha Omaha, Nebraska	$0	-$141K	0	–	Closed
837	FMA FNY Managed Accounts New York	$0	-$19K	0	–	Closed
838	FPF FNY Partners Fund New York	$0	-$281K	0	–	Closed
839	FHAM Folger Hill Asset Management New York	$0	-$1.47M	0	–	Closed
840	FCMT Founders Capital Management (Texas) Houston, Texas	$0	-$93K	0	–	Closed
841	FRM Fox Run Management Greenwich, Connecticut	$0	-$566K	0	–	Closed
842	FA Friess Associates Greenville, Delaware	$0	-$19.8M	0	–	Closed
843	GHA Garcia Hamilton & Associates Houston, Texas	$0	-$246K	0	–	Closed
844	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	$0	2	0%	Maintained
845	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	1	0%	Maintained
846	GCM Glaxis Capital Management Sarasota, Florida	$0	-$1M	0	–	Closed
847	Hudson Bay Capital Management Stamford, Connecticut	$0	-$1.23M	0	–	Closed
848	IR Invictus RG Hamilton, Bermuda	$0	-$268K	0	–	Closed
849	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$4.28M	0	–	Closed
850	Jupiter Investment Management London, United Kingdom	$0	+$2.93M	1	0%	New