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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
1326	CFG CKW Financial Group Honolulu, Hawaii	$0	-$66K	–	Closed
1327	CET Clean Energy Transition London, United Kingdom	$0	-$24M	–	Closed
1328	Cohen & Steers New York	$0	-$3K	–	Closed
1329	CWM Compass Wealth Management Guilford, Connecticut	$0	-$70.1K	–	Closed
1330	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$0	-$146K	–	Closed
1331	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$0	-$212K	–	Closed
1332	CCS Concentric Capital Strategies Stamford, Connecticut	$0	-$17.6M	–	Closed
1333	CFGS Concourse Financial Group Securities Birmingham, Alabama	$0	-$149K	–	Closed
1334	CAS Coppell Advisory Solutions Coppell, Texas	$0	-$81.6K	–	Closed
1335	CC Corton Capital Carrying Place, Ontario, Canada	$0	-$603K	–	Closed
1336	CM Crestline Management Fort Worth, Texas	$0	-$32.4M	–	Closed
1337	CL CSS LLC Chicago, Illinois	$0	-$31.5M	–	Closed
1338	CA CWC Advisors Lake Oswego, Oregon	$0	-$201K	–	Closed
1339	Dakota Wealth Management Palm Beach Gardens, Florida	$0	-$428K	–	Closed
1340	DA DCF Advisers Greenwich, Connecticut	$0	-$222K	–	Closed
1341	DC Defender Capital Charlotte, North Carolina	$0	-$60.5K	–	Closed
1342	DWA Delos Wealth Advisors Dallas, Texas	$0	-$443	–	Closed
1343	DIM Delta Investment Management San Francisco, California	$0	-$254K	–	Closed
1344	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$0	-$4.27K	–	Closed
1345	EBA Eagle Bay Advisors New York	$0	-$15.8K	–	Closed
1346	EHAM Eagle Harbor Asset Management Seattle, Washington	$0	-$221K	–	Closed
1347	EGI EAM Global Investors Solana Beach, California	$0	-$20.9M	–	Closed
1348	E Fund Management Guangzhou, China	$0	-$3.01M	–	Closed
1349	EC Elequin Capital New York	$0	-$75.8K	–	Closed
1350	ECA Elevate Capital Advisors Eagle, Colorado	$0	-$1.56M	–	Closed