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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
1151	BCM Beck Capital Management Austin, Texas	$0	-$108K	0	–	Closed
1152	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$0	-$659K	0	–	Closed
1153	BIG Boothe Investment Group Dover, Delaware	$0	-$7.04M	0	–	Closed
1154	Bragg Financial Advisors Charlotte, North Carolina	$0	-$538K	0	–	Closed
1155	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$7.71M	0	–	Closed
1156	CCM CAAS Capital Management New York	$0	-$14.9M	0	–	Closed
1157	Cambiar Investors Denver, Colorado	$0	-$10.7M	0	–	Closed
1158	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$0	-$7.66M	0	–	Closed
1159	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$0	-$226K	0	–	Closed
1160	Carnegie Investment Counsel Pepper Pike, Ohio	$0	-$689K	0	–	Closed
1161	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$0	-$50K	0	–	Closed
1162	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$0	-$3K	1	0%	Reduced
1163	Chevy Chase Trust Bethesda, Maryland	$0	-$99K	0	–	Closed
1164	CCA Childress Capital Advisors Houston, Texas	$0	-$3K	0	–	Closed
1165	Circle Wealth Management Summit, New Jersey	$0	-$1.91M	0	–	Closed
1166	CCFM Clear Creek Financial Management Silverdale, Washington	$0	-$776K	0	–	Closed
1167	CCP Clough Capital Partners Boston, Massachusetts	$0	-$11.8M	0	–	Closed
1168	CB CNB Bank Clearfield, Pennsylvania	$0	$0	1	0%	Maintained
1169	CIA Cohen Investment Advisors Bedford, New Hampshire	$0	-$39K	0	–	Closed
1170	CP Corbenic Partners Bethlehem, Pennsylvania	$0	-$12K	0	–	Closed
1171	CL COWA LLC Tulsa, Oklahoma	$0	+$83	1	0%	New
1172	CL CPWM LLC Seattle, Washington	$0	-$43K	0	–	Closed
1173	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$2.61M	0	–	Closed
1174	CAM Cubic Asset Management Boston, Massachusetts	$0	-$2.33M	0	–	Closed
1175	DA Denali Advisors San Diego, California	$0	-$613K	0	–	Closed