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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	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$31K	0	–	Closed
1102	AQR Arbitrage Greenwich, Connecticut	$0	-$13.7M	0	–	Closed
1103	ACM Argent Capital Management St Louis, Missouri	$0	-$2.82M	0	–	Closed
1104	AF Arrow Financial Glens Falls, New York	$0	-$3K	0	–	Closed
1105	AAMC Asset Allocation & Management Company Chicago, Illinois	$0	-$362K	0	–	Closed
1106	ASW Astoria Strategic Wealth Conroe, Texas	$0	-$13K	0	–	Closed
1107	AC Athos Capital Hong Kong	$0	-$4.29M	0	–	Closed
1108	AP AtonRa Partners Geneva, Switzerland	$0	-$527K	0	–	Closed
1109	Atria Investments Charlotte, North Carolina	$0	-$1.59M	0	–	Closed
1110	AIC Aurora Investment Counsel Atlanta, Georgia	$0	-$896K	0	–	Closed
1111	APW Axim Planning & Wealth Springboro, Ohio	$0	-$231K	0	–	Closed
1112	AIM Axiom Investment Management New York	$0	+$458	2	0%	New
1113	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	$0	1	0%	Maintained
1114	BSB Bangor Savings Bank Bangor, Maine	$0	-$1.31M	0	–	Closed
1115	Bank Julius Baer & Co Zurich, Switzerland	$0	-$465K	0	–	Closed
1116	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$255K	0	–	Closed
1117	BFG Baron Financial Group Fair Lawn, New Jersey	$0	-$830	0	–	Closed
1118	BCM BCK Capital Management Stamford, Connecticut	$0	-$4.09M	0	–	Closed
1119	BWS BCR Wealth Strategies Vestavia, Alabama	$0	$0	1	0%	Maintained
1120	BSCM Berry Street Capital Management London, United Kingdom	$0	-$6.14M	0	–	Closed
1121	BCM Beryl Capital Management Redondo Beach, California	$0	-$4.7M	0	–	Closed
1122	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$0	-$1.46M	0	–	Closed
1123	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$716K	0	–	Closed
1124	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$432K	0	–	Closed
1125	Candriam SCA Strassen, Luxembourg, Luxembourg	$0	-$2.98M	0	–	Closed