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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
1276	FG Fairman Group Chesterbrook, Pennsylvania	$85	$0	1	0%	Maintained
1277	BC Barrett & Company Providence, Rhode Island	$74	-$15	1	0%	Reduced
1278	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$69	$0	1	0%	Maintained
1279	KTC Kentucky Trust Company Danville, Kentucky	$69	$0	1	0%	Maintained
1280	WAG Wiser Advisor Group Phoenix, Arizona	$62	$0	1	0%	Maintained
1281	GIA GHP Investment Advisors Denver, Colorado	$58	$0	1	0%	Maintained
1282	MSG Main Street Group Glen Allen, Virginia	$58	$0	1	0%	Maintained
1283	MAS MPWM Advisory Solutions Alpharetta, Georgia	$55	$0	1	0%	Maintained
1284	NC North Capital Salt Lake City, Utah	$32	+$29	1	0%	New
1285	CCMI Creative Capital Management Investments San Diego, California	$11	$0	1	0%	Maintained
1286	1832 Asset Management Toronto, Ontario, Canada	$0	-$63.8M	0	–	Closed
1287	AFAS Acorn Financial Advisory Services Reston, Virginia	$0	-$1.26M	0	–	Closed
1288	AI Acuitas Investments Seattle, Washington	$0	-$2.79M	0	–	Closed
1289	ACM Adalta Capital Management New York	$0	-$189K	0	–	Closed
1290	AA Addison Advisors Middlebury, Vermont	$0	-$886	0	–	Closed
1291	AP Advisors Preferred Rockville, Maryland	$0	-$1.74M	0	–	Closed
1292	AWM Affinity Wealth Management Wilmington, Delaware	$0	-$7.97M	0	–	Closed
1293	AIP Alexis Investment Partners Montgomery, Texas	$0	-$11.1K	0	–	Closed
1294	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.32M	0	–	Closed
1295	AAM Alpine Associates Management Palm Beach, Florida	$0	-$14M	0	–	Closed
1296	AIM Alpine Investment Management Hong Kong	$0	-$12.7M	0	–	Closed
1297	AIA Angeles Investment Advisors Santa Monica, California	$0	-$76.4K	0	–	Closed
1298	AFM Anson Funds Management Dallas, Texas	$0	-$4M	0	–	Closed
1299	AQR Arbitrage Greenwich, Connecticut	$0	-$38.7M	0	–	Closed
1300	AP Aspect Partners Fairfax, Virginia	$0	-$2.02K	0	–	Closed