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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
1251	CP Corbenic Partners Bethlehem, Pennsylvania	$0	-$4K	0	–	Closed
1252	CI Cordant Inc Portland, Oregon	$0	-$1K	0	–	Closed
1253	CBT CoreFirst Bank & Trust Topeka, Kansas	$0	$0	1	0%	Maintained
1254	CGA Crescent Grove Advisors Lake Forest, Illinois	$0	-$114K	0	–	Closed
1255	DC DeDora Capital Napa, California	$0	-$147K	0	–	Closed
1256	DOA D'Orazio & Associates Falls Church, Virginia	$0	$0	0	–	Closed
1257	DA Duality Advisers Miami, Florida	$0	-$1.3M	0	–	Closed
1258	ESCM Echo Street Capital Management New York	$0	-$626K	0	–	Closed
1259	EWM Elmwood Wealth Management Berkeley, California	$0	+$364	1	0%	New
1260	EW Emerson Wealth Bloomfield Hills, Michigan	$0	+$344	1	0%	New
1261	ER Enlightenment Research Miami, Florida	$0	-$199K	0	–	Closed
1262	EWA Evolution Wealth Advisors Aventura, Florida	$0	-$5K	0	–	Closed
1263	F F3Logic Burnsville, Minnesota	$0	-$194K	0	–	Closed
1264	FA Fiducient Advisors Chicago, Illinois	$0	-$418K	0	–	Closed
1265	FEG Financial Enhancement Group Anderson, Indiana	$0	-$1K	0	–	Closed
1266	FCM Firestone Capital Management Coral Gables, Florida	$0	-$5K	0	–	Closed
1267	FBT First Bank & Trust Brookings, South Dakota	$0	$0	1	0%	Maintained
1268	First Command Advisory Services Fort Worth, Texas	$0	-$1K	0	–	Closed
1269	FCB First Command Bank Fort Worth, Texas	$0	$0	1	0%	Maintained
1270	FCFS First Command Financial Services Fort Worth, Texas	$0	$0	0	–	Closed
1271	FFA First Foundation Advisors Irvine, California	$0	-$1.89M	0	–	Closed
1272	FOA Five Oceans Advisors Santa Monica, California	$0	-$67K	0	–	Closed
1273	FFG Ford Financial Group Fresno, California	$0	+$117	1	0%	New
1274	FFA Freedman Financial Associates Peabody, Massachusetts	$0	$0	1	0%	Maintained
1275	Fulton Bank Lancaster, Pennsylvania	$0	-$60K	0	–	Closed