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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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	$0	1	0%	Maintained
827	CCM Concourse Capital Management Atlanta, Georgia	$0	-$708K	0	–	Closed
828	CCM Condor Capital Management Martinsville, New Jersey	$0	-$65K	0	–	Closed
829	Conning Inc Hartford, Connecticut	$0	-$74K	0	–	Closed
830	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$155K	0	–	Closed
831	CCPM Cooper Creek Partners Management New York	$0	-$6.47M	0	–	Closed
832	CCMH Cornerstone Capital Management Holdings New York	$0	-$455K	0	–	Closed
833	CL CPWM LLC Seattle, Washington	$0	-$77K	0	–	Closed
834	CL Croft-Leominster Baltimore, Maryland	$0	-$567K	0	–	Closed
835	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$0	-$1.34M	0	–	Closed
836	Dai-ichi Life Insurance Company Tokyo, Japan	$0	-$3.62M	0	–	Closed
837	Davenport & Co Richmond, Virginia	$0	-$133K	0	–	Closed
838	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$0	-$427K	0	–	Closed
839	Driehaus Capital Management Chicago, Illinois	$0	-$7.31M	0	–	Closed
840	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$18K	0	–	Closed
841	DCM Dynamic Capital Management St. Helier, Jersey	$0	-$681K	0	–	Closed
842	DZ Bank Frankfurt Am Main, Germany	$0	-$365K	0	–	Closed
843	Empyrean Capital Partners Los Angeles, California	$0	-$6.76M	0	–	Closed
844	FIM Fernwood Investment Management Quincy, Massachusetts	$0	-$272K	0	–	Closed
845	FBT First Bank & Trust Brookings, South Dakota	$0	$0	0	–	Closed
846	Flow Traders U.S. New York	$0	-$177K	0	–	Closed
847	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$61K	0	–	Closed
848	FAM Fortaleza Asset Management Chicago, Illinois	$0	-$262K	0	–	Closed
849	FPCP Fort Point Capital Partners San Francisco, California	$0	-$90K	0	–	Closed
850	G Gainplan Bloomfield Hills, Michigan	$0	-$302K	0	–	Closed