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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
1026	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	$0	1	0%	Maintained
1027	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$2.21M	0	–	Closed
1028	Cookson Peirce & Co Pittsburgh, Pennsylvania	$0	-$24.1M	0	–	Closed
1029	CAM Covenant Asset Management Chester, New Jersey	$0	-$3.77M	0	–	Closed
1030	CMO Covenant Multifamily Offices San Antonio, Texas	$0	-$394K	0	–	Closed
1031	Csenge Advisory Group Clearwater, Florida	$0	-$499K	0	–	Closed
1032	Dakota Wealth Management Palm Beach Gardens, Florida	$0	-$360K	0	–	Closed
1033	DBG De Burlo Group Boston, Massachusetts	$0	-$11.7M	0	–	Closed
1034	DC Diametric Capital Boston, Massachusetts	$0	-$300K	0	–	Closed
1035	DWA Dorsey Wright & Associates Pasadena, California	$0	-$8K	0	–	Closed
1036	EI EAM Investors Solana Beach, California	$0	-$3.56M	0	–	Closed
1037	ESCM Echo Street Capital Management New York	$0	-$1.16M	0	–	Closed
1038	EWM Elmwood Wealth Management Berkeley, California	$0	$0	1	0%	Maintained
1039	EWP Engrave Wealth Partners The Woodlands, Texas	$0	-$5K	0	–	Closed
1040	Erste Asset Management Vienna, Austria	$0	-$1.13M	0	–	Closed
1041	ECM Estabrook Capital Management New York	$0	-$1.06K	0	–	Closed
1042	FBC Fairfield, Bush & Co Darien, Connecticut	$0	-$79K	0	–	Closed
1043	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$0	-$41K	0	–	Closed
1044	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	-$2K	1	0%	Reduced
1045	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	$0	0	–	Closed
1046	FEG Financial Enhancement Group Anderson, Indiana	$0	+$526	1	0%	New
1047	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1048	FIA FNY Investment Advisers New York	$0	-$11K	0	–	Closed
1049	FGA Fortis Group Advisors Westwood, New Jersey	$0	+$1.08K	1	0%	New
1050	FRM Fox Run Management Greenwich, Connecticut	$0	-$964K	0	–	Closed