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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
1226	SFA Semmax Financial Advisors Winston Salem, North Carolina	$1K	$0	1	0%	Maintained
1227	TF Tompkins Financial Ithaca, New York	$1K	$0	1	0%	Maintained
1228	ANI American National Insurance Galveston, Texas	$0	-$470K	0	–	Closed
1229	ACI AMP Capital Investors Sydney, Australia	$0	-$243K	0	–	Closed
1230	AWA Aquire Wealth Advisors South Jordan, Utah	$0	+$256	1	0%	New
1231	ACS Archford Capital Strategies Swansea, Illinois	$0	-$549K	0	–	Closed
1232	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$0	-$58K	0	–	Closed
1233	AI Atom Investors Austin, Texas	$0	-$456K	0	–	Closed
1234	Atreides Management Boston, Massachusetts	$0	-$91.4M	0	–	Closed
1235	Bailard Foster City, California	$0	-$278K	0	–	Closed
1236	BAM Baldrige Asset Management Allentown, Pennsylvania	$0	$0	1	0%	Maintained
1237	BWS BCR Wealth Strategies Vestavia, Alabama	$0	+$216	1	0%	New
1238	BW Bison Wealth Atlanta, Georgia	$0	-$100K	0	–	Closed
1239	B. Metzler seel. Sohn & Co Frankfurt, Germany	$0	-$205K	0	–	Closed
1240	BC Breakline Capital New York	$0	-$3.39M	0	–	Closed
1241	Brevan Howard Capital Management St. Helier, Jersey	$0	-$1.26M	0	–	Closed
1242	BPM Bronson Point Management Fairfield, Connecticut	$0	-$19.4M	0	–	Closed
1243	CFA Cahill Financial Advisors Edina, Minnesota	$0	-$4K	0	–	Closed
1244	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$270K	0	–	Closed
1245	CAL Capital Advisors Ltd Shaker Heights, Ohio	$0	+$582	2	0%	New
1246	Capital Markets Trading (UK) London, United Kingdom	$0	-$4.57M	0	–	Closed
1247	CA CastleArk Alternatives Chicago, Illinois	$0	-$12.1M	0	–	Closed
1248	Chilton Capital Management Houston, Texas	$0	+$64	1	0%	New
1249	CT Coastline Trust Providence, Rhode Island	$0	-$251K	0	–	Closed
1250	CPC Consolidated Planning Corp Atlanta, Georgia	$0	-$14K	0	–	Closed