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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	DCP Distillate Capital Partners Chicago, Illinois	$0	-$3.99M	0	–	Closed
1152	Diversified Trust Memphis, Tennessee	$0	-$213K	0	–	Closed
1153	EI EAM Investors Solana Beach, California	$0	-$1.33M	0	–	Closed
1154	EIP Easterly Investment Partners Beverly, Massachusetts	$0	-$8.09M	0	–	Closed
1155	ESCM Echo Street Capital Management New York	$0	-$1.2M	0	–	Closed
1156	EC EdgeRock Capital Denver, Colorado	$0	$0	0	–	Closed
1157	EP Edgestream Partners Princeton, New Jersey	$0	-$1.8M	0	–	Closed
1158	EC Elequin Capital New York	$0	-$49K	0	–	Closed
1159	EIP Ellis Investment Partners Berwyn, Pennsylvania	$0	-$6K	0	–	Closed
1160	EW Evoke Wealth Los Angeles, California	$0	-$5K	0	–	Closed
1161	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	-$3.9K	1	0%	Reduced
1162	F.L. Putnam Investment Management Lynnfield, Massachusetts	$0	-$248K	0	–	Closed
1163	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$281K	0	–	Closed
1164	GIPM G2 Investment Partners Management New York	$0	-$224K	0	–	Closed
1165	GAMCO Investors Greenwich, Connecticut	$0	-$150K	0	–	Closed
1166	GC GMT Capital Atlanta, Georgia	$0	-$380K	0	–	Closed
1167	GLA Good Life Advisors Reading, Pennsylvania	$0	-$81K	0	–	Closed
1168	GWSG GPS Wealth Strategies Group Centennial, Colorado	$0	$0	0	–	Closed
1169	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$0	$0	1	0%	Maintained
1170	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$0	-$400K	0	–	Closed
1171	HFS Heritage Financial Services Westwood, Massachusetts	$0	-$213K	0	–	Closed
1172	HR Howe & Rusling Rochester, New York	$0	-$31K	0	–	Closed
1173	HI Hudock Inc Williamsport, Pennsylvania	$0	-$55K	0	–	Closed
1174	IHT Wealth Management Chicago, Illinois	$0	-$267K	0	–	Closed
1175	IAN Integrated Advisors Network Dallas, Texas	$0	-$1.56M	0	–	Closed