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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
1076	Bartlett & Co Wealth Management Cincinnati, Ohio	$464	+$356	2	0%	Increased
1077	ACA Atlas Capital Advisors Jackson, Wyoming	$293	+$295	1	0%	New
1078	WIM Westside Investment Management Santa Monica, California	$1	-$2.26K	2	0%	Reduced
1079	ATC Adirondack Trust Company Saratoga Springs, New York	$0	-$1K	0	–	Closed
1080	Advisory Alpha Holland, Michigan	$0	$0	0	–	Closed
1081	AGF Investments Inc Toronto, Ontario, Canada	$0	-$2K	0	–	Closed
1082	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$23K	0	–	Closed
1083	AIM Alambic Investment Management Belvedere, California	$0	-$78K	0	–	Closed
1084	AW Alpha Windward Westwood, Massachusetts	$0	-$9K	0	–	Closed
1085	AWM Altavista Wealth Management Asheville, North Carolina	$0	-$217K	0	–	Closed
1086	Altshuler Shaham Tel Aviv, Israel	$0	-$41K	0	–	Closed
1087	Anchor Capital Advisors Boston, Massachusetts	$0	-$18.2M	0	–	Closed
1088	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$1.05M	0	–	Closed
1089	APC Aspire Private Capital Cornelius, North Carolina	$0	+$86	1	0%	New
1090	Bank Julius Baer & Co Zurich, Switzerland	$0	-$340K	0	–	Closed
1091	Bartlett & Co Cincinnati, Ohio	$0	+$356	2	0%	Increased
1092	BWA BDO Wealth Advisors Jacksonville, Florida	$0	-$1K	0	–	Closed
1093	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$8K	0	–	Closed
1094	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$967K	0	–	Closed
1095	BWM BNC Wealth Management Beaverton, Oregon	$0	-$28K	0	–	Closed
1096	BC Breakline Capital New York	$0	-$969K	0	–	Closed
1097	BAPIM British Airways Pensions Investment Management London, United Kingdom	$0	-$3.11M	0	–	Closed
1098	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$458K	0	–	Closed
1099	CRWM Castle Rock Wealth Management Walnut Creek, California	$0	-$208K	0	–	Closed
1100	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$0	+$295	1	0%	New