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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
901	CWP CFM Wealth Partners Austin, Texas	$0	+$131	1	0%	New
902	CI Cigna Investments Bloomfield, Connecticut	$0	-$398K	0	–	Closed
903	CIM CIM Investment Management Pittsburgh, Pennsylvania	$0	-$301K	0	–	Closed
904	Citizens Financial Group Providence, Rhode Island	$0	-$8K	1	0%	Reduced
905	CAM Claret Asset Management Montreal, Quebec, Canada	$0	-$514K	0	–	Closed
906	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	0	–	Closed
907	CB CNB Bank Clearfield, Pennsylvania	$0	$0	1	0%	Maintained
908	CC Colrain Capital Boston, Massachusetts	$0	-$59K	0	–	Closed
909	CAM Columbia Asset Management Ann Arbor, Michigan	$0	-$396K	0	–	Closed
910	CCI Columbus Circle Investors	$0	-$13.2M	0	–	Closed
911	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	$0	1	0%	Maintained
912	CCM Concourse Capital Management Atlanta, Georgia	$0	-$352K	0	–	Closed
913	CCP Corient Capital Partners Newport Beach, California	$0	-$73K	0	–	Closed
914	CFD Creative Financial Designs Kokomo, Indiana	$0	$0	1	0%	Maintained
915	Davidson Kempner Capital Management New York	$0	-$204K	0	–	Closed
916	DI DFPG Investments Sandy, Utah	$0	-$77K	0	–	Closed
917	DWA Dorsey Wright & Associates Pasadena, California	$0	-$2.04M	0	–	Closed
918	DA Duality Advisers Miami, Florida	$0	-$884K	0	–	Closed
919	DZ Bank Frankfurt Am Main, Germany	$0	-$35.2K	0	–	Closed
920	Eagle Global Advisors Houston, Texas	$0	-$558K	0	–	Closed
921	EWM Elmwood Wealth Management Berkeley, California	$0	$0	0	–	Closed
922	Empirical Wealth Management Seattle, Washington	$0	-$53K	0	–	Closed
923	ER Enlightenment Research Miami, Florida	$0	-$92K	0	–	Closed
924	Eventide Asset Management Boston, Massachusetts	$0	-$1.46M	0	–	Closed
925	EWM Executive Wealth Management Brighton, Michigan	$0	-$3.74M	0	–	Closed