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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	Advisors Capital Management Ridgewood, New Jersey	$0	-$23.5M	0	–	Closed
1077	AWM AllSquare Wealth Management Albany, New York	$0	-$24.7K	0	–	Closed
1078	AWM Alterna Wealth Management Houston, Texas	$0	-$197K	0	–	Closed
1079	AIM Anchor Investment Management Columbia, South Carolina	$0	-$5.1K	0	–	Closed
1080	Antipodes Partners Royal Exchange, Australia	$0	-$39K	0	–	Closed
1081	AP AtonRa Partners Geneva, Switzerland	$0	-$267K	0	–	Closed
1082	AW Avion Wealth The Woodlands, Texas	$0	+$973	3	0%	Increased
1083	AAM Azzad Asset Management Falls Church, Virginia	$0	-$8.33K	0	–	Closed
1084	Balentine LLC Atlanta, Georgia	$0	-$345K	0	–	Closed
1085	Belvedere Trading Chicago, Illinois	$0	-$240K	0	–	Closed
1086	BC BIT Capital Berlin, Germany	$0	-$2.28M	0	–	Closed
1087	BG Bollard Group Boston, Massachusetts	$0	-$4K	0	–	Closed
1088	BHCM Boulder Hill Capital Management New York	$0	-$426K	0	–	Closed
1089	BAM Brave Asset Management Summit, New Jersey	$0	-$41.6K	0	–	Closed
1090	BWM Bulltick Wealth Management Miami, Florida	$0	-$66.6K	0	–	Closed
1091	BAM Byrne Asset Management Kingston, New Jersey	$0	-$19K	0	–	Closed
1092	CAL Capital Advisors Ltd Shaker Heights, Ohio	$0	-$6K	0	–	Closed
1093	CMG Cavalry Management Group San Francisco, California	$0	-$11.6M	0	–	Closed
1094	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$0	-$55.3K	0	–	Closed
1095	CWM Cedar Wealth Management Walnut Creek, California	$0	-$284	0	–	Closed
1096	Chicago Partners Investment Group Chicago, Illinois	$0	-$243K	0	–	Closed
1097	CIBC Asset Management Toronto, Ontario, Canada	$0	-$229K	0	–	Closed
1098	Clear Street New York	$0	-$19.8M	0	–	Closed
1099	CWA Clearview Wealth Advisors Salem, Oregon	$0	-$5.05K	0	–	Closed
1100	CCP Clifford Capital Partners Alpine, Utah	$0	-$613K	0	–	Closed