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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	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$0	-$1.77K	0	–	Closed
1177	BC Belmont Capital Los Angeles, California	$0	-$7.81K	0	–	Closed
1178	BFP Briaud Financial Planning College Station, Texas	$0	+$155	1	0%	New
1179	Bridgewater Associates Westport, Connecticut	$0	-$7.31M	0	–	Closed
1180	Brookstone Capital Management Wheaton, Illinois	$0	-$833K	0	–	Closed
1181	Capital World Investors Los Angeles, California	$0	-$58.4M	0	–	Closed
1182	Capstone Investment Advisors New York	$0	-$3.87M	0	–	Closed
1183	Caption Management Oklahoma City, Oklahoma	$0	-$5.93M	0	–	Closed
1184	Castle Hook Partners New York	$0	-$24.3M	0	–	Closed
1185	CWM Cedar Wealth Management Walnut Creek, California	$0	-$527	0	–	Closed
1186	CCG Ceeto Capital Group Coral Gables, Florida	$0	-$303K	0	–	Closed
1187	CUAMC China Universal Asset Management Company Shanghai, China	$0	-$1.21M	0	–	Closed
1188	CIBC World Markets New York	$0	-$1.58M	0	–	Closed
1189	Danske Bank Copenhagen K, Denmark	$0	-$3.05M	0	–	Closed
1190	DA Duality Advisers Miami, Florida	$0	-$2.98M	0	–	Closed
1191	ES Eagle Strategies New York	$0	-$41.4K	0	–	Closed
1192	EC Elequin Capital New York	$0	-$30K	0	–	Closed
1193	EWP Elevation Wealth Partners Santa Rosa, California	$0	-$1.82K	0	–	Closed
1194	EWM Executive Wealth Management Brighton, Michigan	$0	-$88.1K	0	–	Closed
1195	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$0	-$1.85M	0	–	Closed
1196	FIM Fernwood Investment Management Quincy, Massachusetts	$0	-$96.8K	0	–	Closed
1197	FSWA Financial Synergies Wealth Advisors Houston, Texas	$0	-$234	0	–	Closed
1198	FFC First Financial Corp Terre Haute, Indiana	$0	-$3.93K	0	–	Closed
1199	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1200	FFWA FRG Family Wealth Advisors Bellevue, Washington	$0	-$1.82K	0	–	Closed