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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
1176	DWP Destiny Wealth Partners Tavares, Florida	$0	$0	1	0%	Maintained
1177	DI Disciplined Investments Tulsa, Oklahoma	$0	-$3K	0	–	Closed
1178	DnB Asset Management Oslo, Norway	$0	-$2.2M	0	–	Closed
1179	DOA D'Orazio & Associates Falls Church, Virginia	$0	+$29	1	0%	New
1180	Dymon Asia Capital (Singapore) Singapore	$0	-$377K	0	–	Closed
1181	DZ Bank Frankfurt Am Main, Germany	$0	-$911K	0	–	Closed
1182	EGI EAM Global Investors Solana Beach, California	$0	-$2.56M	0	–	Closed
1183	EI EAM Investors Solana Beach, California	$0	-$4.68M	0	–	Closed
1184	EWM Elmwood Wealth Management Berkeley, California	$0	+$370	1	0%	New
1185	ER Enlightenment Research Miami, Florida	$0	-$54K	0	–	Closed
1186	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	$0	1	0%	Maintained
1187	FEG Financial Enhancement Group Anderson, Indiana	$0	+$417	1	0%	New
1188	FBT First Bank & Trust Brookings, South Dakota	$0	+$129	1	0%	New
1189	FBP Flippin Bruce & Porter Lynchburg, Virginia	$0	-$1.44M	0	–	Closed
1190	Focus Financial Network Minneapolis, Minnesota	$0	-$587K	0	–	Closed
1191	FI FormulaFolio Investments Grand Rapids, Michigan	$0	-$601K	0	–	Closed
1192	FFG Fortem Financial Group Palm Desert, California	$0	-$39K	0	–	Closed
1193	Fred Alger Management New York	$0	-$21K	0	–	Closed
1194	FFA Freedman Financial Associates Peabody, Massachusetts	$0	$0	1	0%	Maintained
1195	FFC Fure Financial Corporation Bloomington, Minnesota	$0	$0	1	0%	Maintained
1196	GECH Garnet Equity Capital Holdings New York	$0	-$4.95M	0	–	Closed
1197	GTAM Global Trust Asset Management West Palm Beach, Florida	$0	-$5K	1	0%	Reduced
1198	GIA Goodwin Investment Advisory Woodstock, Georgia	$0	+$209	1	0%	New
1199	GIM Guild Investment Management Los Angeles, California	$0	-$1.21M	0	–	Closed
1200	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$0	-$12K	0	–	Closed