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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	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	$0	1	0%	Maintained
1177	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$13K	0	–	Closed
1178	Balentine LLC Atlanta, Georgia	$0	-$59K	0	–	Closed
1179	BWM Baystate Wealth Management Boston, Massachusetts	$0	-$6K	0	–	Closed
1180	BWS BCR Wealth Strategies Vestavia, Alabama	$0	$0	1	0%	Maintained
1181	BHWA Beacon Harbor Wealth Advisors Virginia Beach, Virginia	$0	-$4.47M	0	–	Closed
1182	BMC Beaton Management Company Haverhill, Massachusetts	$0	-$212K	0	–	Closed
1183	BFC Bedel Financial Consulting Indianapolis, Indiana	$0	-$93K	0	–	Closed
1184	BHA Beech Hill Advisors New York	$0	-$2.53M	0	–	Closed
1185	Belvedere Trading Chicago, Illinois	$0	-$276K	0	–	Closed
1186	BA Bivin & Associates Ponca City, Oklahoma	$0	-$1K	0	–	Closed
1187	BG Bollard Group Boston, Massachusetts	$0	-$30K	0	–	Closed
1188	BC Breakline Capital New York	$0	-$3.22M	0	–	Closed
1189	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$0	-$5K	0	–	Closed
1190	BMCM Burns Matteson Capital Management Corning, New York	$0	-$507K	0	–	Closed
1191	Busey Bank Urbana, Illinois	$0	-$202K	0	–	Closed
1192	CCM CAAS Capital Management New York	$0	-$762K	0	–	Closed
1193	CNC Canandaigua National Corp Canandaigua, New York	$0	-$247K	0	–	Closed
1194	CGIM Cannon Global Investment Management Davie, Florida	$0	-$789K	0	–	Closed
1195	CAL Capital Advisors Ltd Shaker Heights, Ohio	$0	+$753	3	0%	New
1196	CFM Capricorn Fund Managers London, United Kingdom	$0	-$242K	0	–	Closed
1197	CP Castleview Partners Dallas, Texas	$0	-$6.23K	1	0%	Reduced
1198	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$0	$0	2	0%	Maintained
1199	CCG Ceeto Capital Group Coral Gables, Florida	$0	-$1.19M	0	–	Closed
1200	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$0	-$226K	0	–	Closed