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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
1201	Chilton Capital Management Houston, Texas	$0	+$55	1	0%	New
1202	Choate Investment Advisors Boston, Massachusetts	$0	-$1.1M	0	–	Closed
1203	CCP Clough Capital Partners Boston, Massachusetts	$0	-$8.76M	0	–	Closed
1204	CB CNB Bank Clearfield, Pennsylvania	$0	$0	1	0%	Maintained
1205	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$0	-$264K	0	–	Closed
1206	CI Cordant Inc Portland, Oregon	$0	-$10K	0	–	Closed
1207	CBT CoreFirst Bank & Trust Topeka, Kansas	$0	$0	0	–	Closed
1208	Country Trust Bank Bloomington, Illinois	$0	-$7K	0	–	Closed
1209	CCM CTC Capital Management Chicago, Illinois	$0	-$96K	0	–	Closed
1210	Davidson Kempner Capital Management New York	$0	-$1.52M	0	–	Closed
1211	DWA Delos Wealth Advisors Dallas, Texas	$0	$0	1	0%	Maintained
1212	DWP Destiny Wealth Partners Tavares, Florida	$0	$0	2	0%	Maintained
1213	DnB Asset Management Oslo, Norway	$0	-$544K	0	–	Closed
1214	DRW Securities Chicago, Illinois	$0	-$1.02M	0	–	Closed
1215	DBT Dubuque Bank & Trust Dubuque, Iowa	$0	-$220K	0	–	Closed
1216	EFS Essex Financial Services Essex, Connecticut	$0	-$222K	0	–	Closed
1217	EWM Evermay Wealth Management Arlington, Virginia	$0	-$3K	1	0%	Reduced
1218	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$0	-$3.04K	0	–	Closed
1219	FBT First Bank & Trust Brookings, South Dakota	$0	$0	1	0%	Maintained
1220	First Command Advisory Services Fort Worth, Texas	$0	$0	0	–	Closed
1221	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$217K	0	–	Closed
1222	FM Freemont Management Vaud, Switzerland	$0	-$549K	0	–	Closed
1223	FWA FSC Wealth Advisors Fishkill, New York	$0	$0	1	0%	Maintained
1224	FFC Fure Financial Corporation Bloomington, Minnesota	$0	$0	1	0%	Maintained
1225	FFWM Future Financial Wealth Management Cincinnati, Ohio	$0	-$18K	0	–	Closed