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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	CCPM Cooper Creek Partners Management New York	$0	-$7.79M	0	–	Closed
1252	CoreCap Advisors Southfield, Michigan	$0	-$401K	0	–	Closed
1253	CBT CoreFirst Bank & Trust Topeka, Kansas	$0	$0	1	0%	Maintained
1254	CA Cornerstone Advisory Hunt Valley, Maryland	$0	-$1K	0	–	Closed
1255	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$644K	0	–	Closed
1256	Crestwood Advisors Group Boston, Massachusetts	$0	-$284K	0	–	Closed
1257	Curi RMB Capital Chicago, Illinois	$0	-$1.22M	0	–	Closed
1258	DAM Delta Asset Management Memphis, Tennessee	$0	-$1K	0	–	Closed
1259	DIM Delta Investment Management San Francisco, California	$0	-$231K	0	–	Closed
1260	DWP Destiny Wealth Partners Tavares, Florida	$0	$0	2	0%	Maintained
1261	Discovery Capital Management South Norwalk, Connecticut	$0	-$3.12M	0	–	Closed
1262	DSC Duncker Streett & Co St. Louis, Missouri	$0	-$73K	0	–	Closed
1263	EI EAM Investors Solana Beach, California	$0	-$2.12M	0	–	Closed
1264	EWM Edge Wealth Management New York	$0	-$12K	0	–	Closed
1265	EWM Elmwood Wealth Management Berkeley, California	$0	$0	0	–	Closed
1266	EW Emerson Wealth Bloomfield Hills, Michigan	$0	$0	0	–	Closed
1267	FBT First Bank & Trust Brookings, South Dakota	$0	$0	1	0%	Maintained
1268	First Command Advisory Services Fort Worth, Texas	$0	+$61	1	0%	New
1269	FCB First Command Bank Fort Worth, Texas	$0	$0	0	–	Closed
1270	FQ First Quadrant Glendale, California	$0	-$437K	0	–	Closed
1271	FHA Flagship Harbor Advisors Boston, Massachusetts	$0	-$71K	0	–	Closed
1272	FHCM Force Hill Capital Management New York	$0	-$14.2M	0	–	Closed
1273	FFG Ford Financial Group Fresno, California	$0	$0	0	–	Closed
1274	FFA Freedman Financial Associates Peabody, Massachusetts	$0	$0	0	–	Closed
1275	FEM Fulcrum Equity Management Plano, Texas	$0	-$235K	0	–	Closed