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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	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$0	-$241K	0	–	Closed
1102	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$3.17M	0	–	Closed
1103	ACM Atika Capital Management New York	$0	-$6.5M	0	–	Closed
1104	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	$0	1	0%	Maintained
1105	Bartlett & Co Cincinnati, Ohio	$0	$0	0	–	Closed
1106	Bartlett & Co Wealth Management Cincinnati, Ohio	$0	-$447	0	–	Closed
1107	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$0	-$5.01M	0	–	Closed
1108	BBL Beck Bode LLC Dedham, Massachusetts	$0	-$7K	0	–	Closed
1109	Belvedere Trading Chicago, Illinois	$0	-$2K	0	–	Closed
1110	Brandes Investment Partners La Jolla, California	$0	-$134K	0	–	Closed
1111	BFA Brendel Financial Advisors Hanover, New Hampshire	$0	-$3K	0	–	Closed
1112	Bridgewater Associates Westport, Connecticut	$0	-$414K	0	–	Closed
1113	Brookfield Corp Toronto, Ontario, Canada	$0	-$3.2M	0	–	Closed
1114	Buckingham Strategic Wealth Clayton, Missouri	$0	-$61K	0	–	Closed
1115	BC Burleson & Co Petaluma, California	$0	-$15K	0	–	Closed
1116	CH Canton Hathaway Providence, Rhode Island	$0	-$63K	0	–	Closed
1117	Capula Management Grand Cayman, Cayman Islands	$0	-$628K	0	–	Closed
1118	Carnegie Investment Counsel Pepper Pike, Ohio	$0	-$207K	0	–	Closed
1119	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$0	-$213K	0	–	Closed
1120	Choate Investment Advisors Boston, Massachusetts	$0	-$214K	0	–	Closed
1121	CCM Cinctive Capital Management New York	$0	-$13.8M	0	–	Closed
1122	CC Claybrook Capital Wellesley, Massachusetts	$0	-$469K	0	–	Closed
1123	CAM Connacht Asset Management New York	$0	-$221K	0	–	Closed
1124	CBT CoreFirst Bank & Trust Topeka, Kansas	$0	+$81	1	0%	New
1125	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$53K	0	–	Closed