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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	CCG Ceeto Capital Group Coral Gables, Florida	$0	-$1.35M	0	–	Closed
927	CAC Certified Advisory Corp Altamonte Springs, Florida	$0	+$11	1	0%	New
928	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$1.4M	0	–	Closed
929	Clark Capital Management Group Philadelphia, Pennsylvania	$0	-$3.51M	0	–	Closed
930	CIR Clear Investment Research Alpharetta, Georgia	$0	$0	1	0%	Maintained
931	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	$0	1	0%	Maintained
932	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$70K	0	–	Closed
933	CCPM Cooper Creek Partners Management New York	$0	-$2.74M	0	–	Closed
934	CWG Cornerstone Wealth Group Huntersville, North Carolina	$0	-$221K	0	–	Closed
935	CMO Covenant Multifamily Offices San Antonio, Texas	$0	-$40K	0	–	Closed
936	CFD Creative Financial Designs Kokomo, Indiana	$0	$0	1	0%	Maintained
937	DCM Daruma Capital Management New York	$0	-$41M	0	–	Closed
938	DBG De Burlo Group Boston, Massachusetts	$0	-$6.4M	0	–	Closed
939	Destination Wealth Management Walnut Creek, California	$0	-$1K	0	–	Closed
940	DFO Duquesne Family Office New York	$0	-$4.18M	0	–	Closed
941	EI EAM Investors Solana Beach, California	$0	-$1.06M	0	–	Closed
942	Element Capital Management New York	$0	-$1.29M	0	–	Closed
943	EWM Elmwood Wealth Management Berkeley, California	$0	+$53	2	0%	Increased
944	FA FDx Advisors Chicago, Illinois	$0	-$70K	0	–	Closed
945	FC Ferris Capital Marlborough, Massachusetts	$0	-$2K	0	–	Closed
946	FRA Front Row Advisors Tiburon, California	$0	-$1K	0	–	Closed
947	GFPC Global Financial Private Capital Sarasota, Florida	$0	-$1.09M	0	–	Closed
948	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$4.42M	0	–	Closed
949	GCA Greenwood Capital Associates Greenwood, South Carolina	$0	-$495K	0	–	Closed
950	GIM Greylin Investment Management Orange, Virginia	$0	-$239K	0	–	Closed