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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
1126	AC Athanor Capital New York	$0	-$931K	0	–	Closed
1127	AC Athos Capital Hong Kong	$0	-$684K	0	–	Closed
1128	AP Atwood & Palmer Kansas City, Missouri	$0	-$16K	0	–	Closed
1129	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$54K	0	–	Closed
1130	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	+$96	1	0%	New
1131	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$0	-$1.18M	0	–	Closed
1132	BDS Banco de Sabadell Miami, Florida	$0	-$4.45M	0	–	Closed
1133	Bartlett & Co Cincinnati, Ohio	$0	$0	2	0%	Maintained
1134	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$298K	0	–	Closed
1135	BDWCC B&D White Capital Company Lakeway, Texas	$0	-$904K	0	–	Closed
1136	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$0	-$174K	0	–	Closed
1137	BCA Biltmore Capital Advisors Princeton, New Jersey	$0	-$63K	0	–	Closed
1138	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$0	-$163K	0	–	Closed
1139	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$737K	0	–	Closed
1140	BPIM Brant Point Investment Management New York	$0	-$6.67M	0	–	Closed
1141	BRWM B. Riley Wealth Management Memphis, Tennessee	$0	-$201K	0	–	Closed
1142	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$950K	0	–	Closed
1143	CBT Capital Bank & Trust Irvine, California	$0	-$134K	0	–	Closed
1144	Capital Fund Management (CFM) Paris, France	$0	-$5.63M	0	–	Closed
1145	Capstone Investment Advisors New York	$0	-$76K	0	–	Closed
1146	CIA Cascade Investment Advisors Oregon City, Oregon	$0	-$158	0	–	Closed
1147	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$0	+$659	2	0%	Increased
1148	CAC Certified Advisory Corp Altamonte Springs, Florida	$0	-$11K	0	–	Closed
1149	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$2.35M	0	–	Closed
1150	CIBC World Markets New York	$0	-$2.42M	0	–	Closed