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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
926	APC Aspire Private Capital Cornelius, North Carolina	$0	$0	1	0%	Maintained
927	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	$0	1	0%	Maintained
928	BCM Bluefin Capital Management New York	$0	-$87K	0	–	Closed
929	Bogart Wealth LLC Mclean, Virginia	$0	+$48	1	0%	New
930	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$0	-$176K	0	–	Closed
931	Bridgewater Associates Westport, Connecticut	$0	-$505K	0	–	Closed
932	CIBC Private Wealth Group Atlanta, Georgia	$0	-$371K	0	–	Closed
933	CI Cigna Investments Bloomfield, Connecticut	$0	-$956K	0	–	Closed
934	CRA Circle Road Advisors New York	$0	-$1.12M	0	–	Closed
935	CA Claro Advisors Boston, Massachusetts	$0	-$3K	0	–	Closed
936	CC Claybrook Capital Wellesley, Massachusetts	$0	-$14K	0	–	Closed
937	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	1	0%	Maintained
938	CCP Clough Capital Partners Boston, Massachusetts	$0	-$7.45M	0	–	Closed
939	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	$0	1	0%	Maintained
940	CAM Cortina Asset Management Milwaukee, Wisconsin	$0	-$3.91M	0	–	Closed
941	CFD Creative Financial Designs Kokomo, Indiana	$0	$0	1	0%	Maintained
942	CM Crestline Management Fort Worth, Texas	$0	-$427K	0	–	Closed
943	DP DDD Partners Bellevue, Washington	$0	-$40K	0	–	Closed
944	DC Diametric Capital Boston, Massachusetts	$0	-$1.06M	0	–	Closed
945	DWM Doyle Wealth Management St. Petersburg, Florida	$0	-$52K	0	–	Closed
946	EWM Elmwood Wealth Management Berkeley, California	$0	$0	1	0%	Maintained
947	ER Enlightenment Research Miami, Florida	$0	-$1K	0	–	Closed
948	Evergreen Capital Management Bellevue, Washington	$0	-$67K	0	–	Closed
949	FLI Family Legacy Inc Greenville, South Carolina	$0	$0	0	–	Closed
950	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$0	-$26K	0	–	Closed