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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	BPIH Broad Peak Investment Holdings Singapore	$0	-$16.8M	0	–	Closed
1152	BGAI Bruce G. Allen Investments Denver, Colorado	$0	-$739	0	–	Closed
1153	Capital International Investors Los Angeles, California	$0	-$27.9M	0	–	Closed
1154	CMAI Capital Management Associates Inc Minneapolis, Minnesota	$0	-$34.2K	0	–	Closed
1155	CastleKnight Management New York	$0	-$1.45M	0	–	Closed
1156	CFS CGC Financial Services Lake Oswego, Oregon	$0	-$171	0	–	Closed
1157	CCC Chelsea Counsel Company Los Angeles, California	$0	-$5.22K	0	–	Closed
1158	CSCSIM Clear Sky Carbon Solutions Investment Management Bellaire, Texas	$0	-$4.71M	0	–	Closed
1159	CHM Collaborative Holdings Management New York	$0	-$927K	0	–	Closed
1160	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$5.08M	0	–	Closed
1161	CI Cordant Inc Portland, Oregon	$0	-$5.24K	0	–	Closed
1162	CIC Cornercap Investment Counsel Atlanta, Georgia	$0	-$501K	0	–	Closed
1163	CA Crewe Advisors Salt Lake City, Utah	$0	-$423	0	–	Closed
1164	DekaBank Deutsche Girozentrale Frankfurt, Germany	$0	-$634K	0	–	Closed
1165	DAM Delta Asset Management Memphis, Tennessee	$0	-$171	0	–	Closed
1166	EGI EAM Global Investors Solana Beach, California	$0	-$3.62M	0	–	Closed
1167	EP Edgestream Partners Princeton, New Jersey	$0	-$4.03M	0	–	Closed
1168	Empowered Funds Havertown, Pennsylvania	$0	-$370K	0	–	Closed
1169	FBC Fairfield, Bush & Co Darien, Connecticut	$0	-$1K	0	–	Closed
1170	FGAM Financial Gravity Asset Management Lakeway, Texas	$0	-$102	0	–	Closed
1171	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1172	FWM Focused Wealth Management Newburgh, New York	$0	-$51.6K	0	–	Closed
1173	GWMR GC Wealth Management RIA Cambridge, Massachusetts	$0	-$43.8K	0	–	Closed
1174	Ghisallo Capital Management Boston, Massachusetts	$0	-$9.73M	0	–	Closed
1175	GWS Glassman Wealth Services Vienna, Virginia	$0	-$11K	0	–	Closed