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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	CHM Collaborative Holdings Management New York	$0	-$2.72M	0	–	Closed
1202	Congress Asset Management Boston, Massachusetts	$0	-$5.53M	0	–	Closed
1203	CCM Connective Capital Management Palo Alto, California	$0	-$250K	0	–	Closed
1204	DC Dantai Capital Hong Kong	$0	-$1.68M	0	–	Closed
1205	DAM Deepwater Asset Management Minneapolis, Minnesota	$0	-$1.55M	0	–	Closed
1206	Discovery Capital Management South Norwalk, Connecticut	$0	-$11.4M	0	–	Closed
1207	DRW Securities Chicago, Illinois	$0	-$167K	0	–	Closed
1208	ERIC Eagle Rock Investment Company Atlanta, Georgia	$0	-$61K	0	–	Closed
1209	EARNEST Partners Atlanta, Georgia	$0	-$85.9M	0	–	Closed
1210	EP Edgestream Partners Princeton, New Jersey	$0	-$3.37M	0	–	Closed
1211	Element Capital Management New York	$0	-$1.31M	0	–	Closed
1212	ET Entropy Technologies New York	$0	-$92.8K	0	–	Closed
1213	ECM Everence Capital Management Goshen, Indiana	$0	-$149K	0	–	Closed
1214	Fiduciary Trust Boston, Massachusetts	$0	-$92.9K	0	–	Closed
1215	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1216	Flow Traders U.S. New York	$0	-$246K	0	–	Closed
1217	FC FORA Capital Miami, Florida	$0	-$589K	0	–	Closed
1218	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$46.6K	0	–	Closed
1219	FG Formula Growth Montreal, Quebec, Canada	$0	-$4.87M	0	–	Closed
1220	FF Friedenthal Financial Marlton, New Jersey	$0	-$837K	0	–	Closed
1221	FRA Front Row Advisors Tiburon, California	$0	-$7.36K	0	–	Closed
1222	FWA FSC Wealth Advisors Fishkill, New York	$0	-$78K	0	–	Closed
1223	GWP Gateway Wealth Partners Appleton, Wisconsin	$0	-$31.2K	0	–	Closed
1224	GGHC Gilder Gagnon Howe & Co New York	$0	-$3.32M	0	–	Closed
1225	Gradient Investments Arden Hills, Minnesota	$0	-$507	0	–	Closed