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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
1101	CCM Chiron Capital Management Tallahassee, Florida	$0	-$23K	0	–	Closed
1102	CCM Cinctive Capital Management New York	$0	-$5.82M	0	–	Closed
1103	CB CNB Bank Clearfield, Pennsylvania	$0	$0	1	0%	Maintained
1104	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$614K	0	–	Closed
1105	CAM Cozad Asset Management Champaign, Illinois	$0	-$2.92M	0	–	Closed
1106	Crestwood Advisors Group Boston, Massachusetts	$0	-$39K	0	–	Closed
1107	CIA CSat Investment Advisory Detroit, Michigan	$0	-$165K	0	–	Closed
1108	CL CSS LLC Chicago, Illinois	$0	-$211K	0	–	Closed
1109	Dana Investment Advisors Waukesha, Wisconsin	$0	-$217K	0	–	Closed
1110	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$0	-$21.7M	0	–	Closed
1111	DWP Destiny Wealth Partners Tavares, Florida	$0	+$213	1	0%	New
1112	EWA Evolution Wealth Advisors Aventura, Florida	$0	-$4K	0	–	Closed
1113	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	$0	1	0%	Maintained
1114	FEG Financial Enhancement Group Anderson, Indiana	$0	$0	0	–	Closed
1115	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	0	–	Closed
1116	FHA Flagship Harbor Advisors Boston, Massachusetts	$0	-$244K	0	–	Closed
1117	FFA Founders Financial Alliance Raleigh, North Carolina	$0	-$9K	0	–	Closed
1118	FFA Freedman Financial Associates Peabody, Massachusetts	$0	+$106	1	0%	New
1119	FFG Frisch Financial Group Melville, New York	$0	-$207K	0	–	Closed
1120	FFC Fure Financial Corporation Bloomington, Minnesota	$0	$0	1	0%	Maintained
1121	GIPM G2 Investment Partners Management New York	$0	-$2.06M	0	–	Closed
1122	GC GMT Capital Atlanta, Georgia	$0	-$373K	0	–	Closed
1123	GSWM Golden State Wealth Management Santa Ana, California	$0	-$4K	0	–	Closed
1124	HH Hilltop Holdings Dallas, Texas	$0	-$227K	0	–	Closed
1125	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$1K	0	–	Closed