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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	% of Portfolio	Status
1176	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	-$345K	–	Closed
1177	AGM Alpine Global Management New York	$0	-$853K	–	Closed
1178	AE AMH Equity Great Neck, New York	$0	-$3.04M	–	Closed
1179	ACA Apis Capital Advisors New York	$0	-$2.61M	–	Closed
1180	AIM Arcadia Investment Management Kalamazoo, Michigan	$0	-$164K	–	Closed
1181	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$3.04M	–	Closed
1182	AC ASB Consultores Aventura, Florida	$0	-$109K	–	Closed
1183	ACM Atika Capital Management New York	$0	-$1.52M	–	Closed
1184	AIM Avity Investment Management Greenwich, Connecticut	$0	-$212K	–	Closed
1185	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$0	-$256K	–	Closed
1186	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$208K	–	Closed
1187	BCM BCK Capital Management Stamford, Connecticut	$0	-$1.38M	–	Closed
1188	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$0	-$3.18M	–	Closed
1189	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$0	-$6.02K	–	Closed
1190	Boston Partners Boston, Massachusetts	$0	-$9.87M	–	Closed
1191	BFP Briaud Financial Planning College Station, Texas	$0	$0	–	Closed
1192	Bridgeway Capital Management Houston, Texas	$0	-$450K	–	Closed
1193	CP Camelot Portfolios Maumee, Ohio	$0	-$4.16K	–	Closed
1194	CH Canton Hathaway Providence, Rhode Island	$0	-$40K	–	Closed
1195	Cantor Fitzgerald New York	$0	-$1.92M	–	Closed
1196	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$645K	–	Closed
1197	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$0	-$55.1K	–	Closed
1198	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$0	-$76	–	Closed
1199	CB Chris Bulman Roseville, California	$0	-$174	–	Closed
1200	CCP Clough Capital Partners Boston, Massachusetts	$0	-$248K	–	Closed