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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	% of Portfolio	Status
1101	AP Adero Partners Pleasanton, California	$0	-$80.5K	–	Closed
1102	AP Advisors Preferred Rockville, Maryland	$0	-$756K	–	Closed
1103	AC Albar Capital London, United Kingdom	$0	-$451K	–	Closed
1104	AWAU Alliance Wealth Advisors (Utah) Centerville, Utah	$0	-$252K	–	Closed
1105	AA AlphaQ Advisors Winter Park, Florida	$0	-$72.1K	–	Closed
1106	Ameritas Advisory Services Lincoln, Nebraska	$0	-$54.7K	–	Closed
1107	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$0	-$3.74K	–	Closed
1108	Ariel Investments Chicago, Illinois	$0	-$8.57M	–	Closed
1109	AAG Armstrong Advisory Group Needham, Massachusetts	$0	-$932	–	Closed
1110	Atomi Financial Group New York	$0	-$292K	–	Closed
1111	AWA Authentikos Wealth Advisory Morgan Hill, California	$0	-$4.64K	–	Closed
1112	Avantax Advisory Services Dallas, Texas	$0	-$103K	–	Closed
1113	AC Avestar Capital New York	$0	-$152K	–	Closed
1114	AC AWH Capital Dallas, Texas	$0	-$617K	–	Closed
1115	Axxcess Wealth Management Carlsbad, California	$0	-$67.2K	–	Closed
1116	Baker Avenue Asset Management San Francisco, California	$0	-$19.5K	–	Closed
1117	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$0	-$343K	–	Closed
1118	BFA Beacon Financial Advisory Cleveland, Ohio	$0	-$54.6K	–	Closed
1119	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$0	-$259K	–	Closed
1120	BCM BluePath Capital Management Atlanta, Georgia	$0	-$24.7K	–	Closed
1121	BCAM Boston Common Asset Management Boston, Massachusetts	$0	-$508K	–	Closed
1122	Bridgewater Associates Westport, Connecticut	$0	-$1.12M	–	Closed
1123	Brighton Jones LLC Seattle, Washington	$0	-$63.9K	–	Closed
1124	BIG Builder Investment Group Atlanta, Georgia	$0	-$56.1K	–	Closed
1125	CHP Cable Hill Partners Portland, Oregon	$0	-$62.8K	–	Closed