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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	ACP Arcus Capital Partners Atlanta, Georgia	$0	-$2.49K	0	–	Closed
1127	AGC Aspen Grove Capital Avon, Colorado	$0	-$140K	0	–	Closed
1128	ACM AUA Capital Management Camp Hill, Pennsylvania	$0	-$417	0	–	Closed
1129	AGP Autumn Glory Partners Dallas, Texas	$0	-$118K	0	–	Closed
1130	AW Avion Wealth The Woodlands, Texas	$0	$0	1	0%	Maintained
1131	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	$0	1	0%	Maintained
1132	BHB Bank Hapoalim BM Tel Aviv, Israel	$0	-$363K	0	–	Closed
1133	BWA BDO Wealth Advisors Jacksonville, Florida	$0	-$417	0	–	Closed
1134	BCM Bluefin Capital Management New York	$0	-$320K	0	–	Closed
1135	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$361K	0	–	Closed
1136	BWP BSW Wealth Partners Boulder, Colorado	$0	-$72K	0	–	Closed
1137	CCM CAAS Capital Management New York	$0	-$522K	0	–	Closed
1138	Capital Markets Trading (UK) London, United Kingdom	$0	-$454K	0	–	Closed
1139	Caption Management Oklahoma City, Oklahoma	$0	-$56.1K	0	–	Closed
1140	CSPAM Cary Street Partners Asset Management Richmond, Virginia	$0	-$9.28K	0	–	Closed
1141	Castleark Management Chicago, Illinois	$0	-$2.77M	0	–	Closed
1142	CMG Cavalry Management Group San Francisco, California	$0	-$17.7M	0	–	Closed
1143	CAS Coppell Advisory Solutions Coppell, Texas	$0	-$53.1K	0	–	Closed
1144	CASC Coppell Advisory Solutions Corp Coppell, Texas	$0	-$53.1K	0	–	Closed
1145	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$0	-$232K	0	–	Closed
1146	CA Corrado Advisors Ramsey, New Jersey	$0	-$130	0	–	Closed
1147	CMF Counterpoint Mutual Funds San Diego, California	$0	-$106K	0	–	Closed
1148	Cresset Asset Management Chicago, Illinois	$0	-$75.6K	0	–	Closed
1149	CM Crestline Management Fort Worth, Texas	$0	-$7.26M	0	–	Closed
1150	CA Crewe Advisors Salt Lake City, Utah	$0	-$1.48K	0	–	Closed