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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	Coldstream Capital Management Bellevue, Washington	$0	-$275K	0	–	Closed
1102	CS Comerica Securities Detroit, Michigan	$0	-$246K	0	–	Closed
1103	CTI Community Trust & Investment Versailles, Kentucky	$0	-$8.71M	0	–	Closed
1104	Confluence Wealth Services Mcmurray, Pennsylvania	$0	-$288K	0	–	Closed
1105	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$941K	0	–	Closed
1106	CIA Covington Investment Advisors Ligonier, Pennsylvania	$0	-$4.96M	0	–	Closed
1107	CQS Credential Qtrade Securities Vancouver,	$0	-$732	0	–	Closed
1108	CFO CVA Family Office Denver, Colorado	$0	-$21.7K	0	–	Closed
1109	DC Dantai Capital Hong Kong	$0	-$588K	0	–	Closed
1110	DC Diametric Capital Boston, Massachusetts	$0	-$58.4K	0	–	Closed
1111	DI Disciplined Investments Tulsa, Oklahoma	$0	-$3.34K	0	–	Closed
1112	Dymon Asia Capital (Singapore) Singapore	$0	-$1.53M	0	–	Closed
1113	DZ Bank Frankfurt Am Main, Germany	$0	-$7.86M	0	–	Closed
1114	ESCM Echo Street Capital Management New York	$0	-$856K	0	–	Closed
1115	EC Elequin Capital New York	$0	-$22.2K	0	–	Closed
1116	Empirical Wealth Management Seattle, Washington	$0	-$241K	0	–	Closed
1117	E Ergoteles New York	$0	-$1.59M	0	–	Closed
1118	FBC Fairfield, Bush & Co Darien, Connecticut	$0	-$1.2K	0	–	Closed
1119	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1120	FIA FNY Investment Advisers New York	$0	-$195K	0	–	Closed
1121	FG Formula Growth Montreal, Quebec, Canada	$0	-$1.09M	0	–	Closed
1122	FFP FourThought Financial Partners Venice, Florida	$0	-$210K	0	–	Closed
1123	FWA Freedom Wealth Alliance Brookfield, Wisconsin	$0	-$145K	0	–	Closed
1124	GCM Gables Capital Management Miami, Florida	$0	-$13.6K	0	–	Closed
1125	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$0	-$225K	0	–	Closed