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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
876	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	-$4K	0	–	Closed
877	Balentine LLC Atlanta, Georgia	$0	-$9K	0	–	Closed
878	Ballentine Partners Waltham, Massachusetts	$0	-$67K	0	–	Closed
879	BAMCO Inc New York	$0	-$28.1M	0	–	Closed
880	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$958K	0	–	Closed
881	Barings Charlotte, North Carolina	$0	-$200K	0	–	Closed
882	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$0	-$289K	0	–	Closed
883	BHA Beech Hill Advisors New York	$0	-$275K	0	–	Closed
884	BCM Bluefin Capital Management New York	$0	-$1.13M	0	–	Closed
885	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$395K	0	–	Closed
886	Bowen Hanes & Co Ponte Vedra Beach, Florida	$0	-$18.1M	0	–	Closed
887	BCM Bronte Capital Management Bondi Junction, Australia	$0	-$417K	0	–	Closed
888	CCM Campbell Capital Management Miami, Florida	$0	-$3.03M	0	–	Closed
889	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$0	-$14K	0	–	Closed
890	Capital Markets Trading (UK) London, United Kingdom	$0	-$826K	0	–	Closed
891	CPA Capital Planning Advisors Roseville, California	$0	-$73K	0	–	Closed
892	Capital World Investors Los Angeles, California	$0	-$5.71M	0	–	Closed
893	Caprock Group Boise, Idaho	$0	-$110K	0	–	Closed
894	CIA Cascade Investment Advisors Oregon City, Oregon	$0	-$1.01K	0	–	Closed
895	Catalyst Capital Advisors Huntington, New York	$0	-$2.48M	0	–	Closed
896	CI Cavalier Investments Alpharetta, Georgia	$0	-$604K	0	–	Closed
897	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$0	+$362	1	0%	New
898	CF Centaurus Financial Anaheim, California	$0	-$738K	0	–	Closed
899	C Cerebellum San Francisco, California	$0	-$140K	0	–	Closed
900	Cerity Partners New York	$0	-$1.64M	0	–	Closed