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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	DWM Doyle Wealth Management St. Petersburg, Florida	$0	-$60K	0	–	Closed
927	DP DSAM Partners London, United Kingdom	$0	-$633K	0	–	Closed
928	EWM Elmwood Wealth Management Berkeley, California	$0	$0	1	0%	Maintained
929	Empowered Funds Havertown, Pennsylvania	$0	-$1.33M	0	–	Closed
930	ES Equitec Specialists Chicago, Illinois	$0	-$16K	0	–	Closed
931	FA FMA Advisory Harrisburg, Pennsylvania	$0	-$67K	0	–	Closed
932	FBCM Fort Baker Capital Management Larkspur, California	$0	-$1.35M	0	–	Closed
933	FL Fort LP Chevy Chase, Maryland	$0	-$114K	0	–	Closed
934	FPCP Fort Point Capital Partners San Francisco, California	$0	-$50K	0	–	Closed
935	GCA Gideon Capital Advisors New York	$0	-$739K	0	–	Closed
936	GWS Glassman Wealth Services Vienna, Virginia	$0	-$1K	2	0%	Reduced
937	HAM Harber Asset Management Asheville, North Carolina	$0	-$6.19M	0	–	Closed
938	HP Harbourvest Partners Boston, Massachusetts	$0	-$475K	0	–	Closed
939	HWA HCR Wealth Advisors Los Angeles, California	$0	-$77K	0	–	Closed
940	Hudson Bay Capital Management Stamford, Connecticut	$0	-$698K	0	–	Closed
941	II Ibex Investors Denver, Colorado	$0	-$214K	0	–	Closed
942	ING Group Amsterdam, Netherlands	$0	-$977K	0	–	Closed
943	IR Invictus RG Hamilton, Bermuda	$0	-$712K	0	–	Closed
944	IP Isthmus Partners Madison, Wisconsin	$0	-$343K	0	–	Closed
945	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$319K	0	–	Closed
946	JCI Jet Capital Investors New York	$0	-$9.47M	0	–	Closed
947	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	$0	0	–	Closed
948	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$801K	0	–	Closed
949	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$26K	0	–	Closed
950	KC Kellner Capital New York	$0	-$176K	0	–	Closed