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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	% of Portfolio	Status
1301	AFM Aspetuck Financial Management Westport, Connecticut	$0	-$252	–	Closed
1302	BWG Balanced Wealth Group Westlake, Ohio	$0	-$260K	–	Closed
1303	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$0	-$1.07M	–	Closed
1304	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$5.31M	–	Closed
1305	BHMP Bardin Hill Management Partners New York	$0	-$1.58M	–	Closed
1306	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$208K	–	Closed
1307	BWM BCS Wealth Management Johnson City, Tennessee	$0	-$133K	–	Closed
1308	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$376K	–	Closed
1309	Belvedere Trading Chicago, Illinois	$0	-$22.3K	–	Closed
1310	BSG Black Swift Group Boulder, Colorado	$0	-$3.26M	–	Closed
1311	Bleakley Financial Group Fairfield, New Jersey	$0	-$330K	–	Closed
1312	BL Bleichroeder LP New York	$0	-$55.4K	–	Closed
1313	BAM BOCHK Asset Management Hong Kong	$0	-$568K	–	Closed
1314	BWM Bosman Wealth Management Redlands, California	$0	-$660K	–	Closed
1315	BCAM Boston Common Asset Management Boston, Massachusetts	$0	-$256K	–	Closed
1316	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$0	-$1.24M	–	Closed
1317	CJ Caitlin John Brighton, Michigan	$0	-$8.07K	–	Closed
1318	CCM Candelo Capital Management New York	$0	-$6.39M	–	Closed
1319	Capital Advisors Inc Tulsa, Oklahoma	$0	-$60.3K	–	Closed
1320	Capital Analysts LLC Fort Washington, Pennsylvania	$0	-$5K	–	Closed
1321	Capstone Investment Advisors New York	$0	-$331K	–	Closed
1322	Catalyst Capital Advisors Huntington, New York	$0	-$2.09M	–	Closed
1323	CF Centaurus Financial Anaheim, California	$0	-$217K	–	Closed
1324	CAM CenterStar Asset Management Chicago, Illinois	$0	-$276K	–	Closed
1325	CWIG Chung Wu Investment Group Sugar Land, Texas	$0	-$262K	–	Closed