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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	CA Crewe Advisors Salt Lake City, Utah	$0	-$5K	0	–	Closed
1127	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$0	-$18K	0	–	Closed
1128	CPWM Cypress Point Wealth Management Dallas, Texas	$0	-$13K	0	–	Closed
1129	DWP Destiny Wealth Partners Tavares, Florida	$0	+$307	1	0%	New
1130	DOA D'Orazio & Associates Falls Church, Virginia	$0	$0	1	0%	Maintained
1131	EGI EAM Global Investors Solana Beach, California	$0	-$2.31M	0	–	Closed
1132	EI EAM Investors Solana Beach, California	$0	-$1.64M	0	–	Closed
1133	Empirical Finance Havertown, Pennsylvania	$0	-$778K	0	–	Closed
1134	Empyrean Capital Partners Los Angeles, California	$0	-$9.08M	0	–	Closed
1135	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$0	-$8K	0	–	Closed
1136	Exchange Traded Concepts Oklahoma City, Oklahoma	$0	-$528K	0	–	Closed
1137	FBT First Bank & Trust Brookings, South Dakota	$0	$0	1	0%	Maintained
1138	FCB First Command Bank Fort Worth, Texas	$0	+$221	1	0%	New
1139	FCFS First Command Financial Services Fort Worth, Texas	$0	+$221	1	0%	New
1140	FPW Flagship Private Wealth Woburn, Massachusetts	$0	-$3.23K	0	–	Closed
1141	Flow Traders U.S. New York	$0	-$249K	0	–	Closed
1142	FFG Ford Financial Group Fresno, California	$0	$0	0	–	Closed
1143	FRM Foundation Resource Management Little Rock, Arkansas	$0	-$73K	0	–	Closed
1144	FFA Freedman Financial Associates Peabody, Massachusetts	$0	$0	1	0%	Maintained
1145	FA Friess Associates Greenville, Delaware	$0	-$5.98M	0	–	Closed
1146	FFC Fure Financial Corporation Bloomington, Minnesota	$0	+$252	1	0%	New
1147	GTAM Global Trust Asset Management West Palm Beach, Florida	$0	$0	0	–	Closed
1148	GG Golden Green Seneca, South Carolina	$0	-$412K	0	–	Closed
1149	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$2.88M	0	–	Closed
1150	GIM Grassi Investment Management Santa Clara, California	$0	-$2.18M	0	–	Closed