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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	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$0	-$218K	0	–	Closed
1127	CH Canton Hathaway Providence, Rhode Island	$0	-$216K	0	–	Closed
1128	Cantor Fitzgerald New York	$0	-$516K	0	–	Closed
1129	Capula Management Grand Cayman, Cayman Islands	$0	-$570K	0	–	Closed
1130	CIC Chase Investment Counsel Charlottesville, Virginia	$0	-$2.17M	0	–	Closed
1131	CAM Chesapeake Asset Management New York	$0	-$3.68K	0	–	Closed
1132	CIM Chiron Investment Management New York	$0	-$515K	0	–	Closed
1133	CIBC Private Wealth Group Atlanta, Georgia	$0	-$90.6K	0	–	Closed
1134	CC Cipher Capital New York	$0	-$1.28M	0	–	Closed
1135	CS Cisco Systems San Jose, California	$0	-$5.48M	0	–	Closed
1136	CGL Clarius Group LLC Seattle, Washington	$0	-$58.7K	0	–	Closed
1137	CAM ClariVest Asset Management San Diego, California	$0	-$761K	0	–	Closed
1138	Close Asset Management London, United Kingdom	$0	-$8K	0	–	Closed
1139	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$0	-$2.02K	0	–	Closed
1140	CWA CM Wealth Advisors Beachwood, Ohio	$0	-$374K	0	–	Closed
1141	CFD Creative Financial Designs Kokomo, Indiana	$0	-$20	0	–	Closed
1142	CL CSS LLC Chicago, Illinois	$0	-$209K	0	–	Closed
1143	Dana Investment Advisors Waukesha, Wisconsin	$0	-$1.56M	0	–	Closed
1144	DCM Dupont Capital Management Wilmington, Delaware	$0	-$15.4K	0	–	Closed
1145	Eagle Asset Management St Petersburg, Florida	$0	-$509K	0	–	Closed
1146	E Fund Management Guangzhou, China	$0	-$278K	0	–	Closed
1147	EI Ellevest Inc New York	$0	-$435K	0	–	Closed
1148	Employees Retirement System of Texas Austin, Texas	$0	-$577K	0	–	Closed
1149	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1150	Flow Traders U.S. New York	$0	-$144K	0	–	Closed