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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
1351	EAM Empirical Asset Management Wellesley, Massachusetts	$0	-$31.7K	0	–	Closed
1352	EMAM Encompass More Asset Management Danville, California	$0	-$483K	0	–	Closed
1353	EP Wealth Advisors Torrance, California	$0	-$691K	0	–	Closed
1354	Exchange Traded Concepts Oklahoma City, Oklahoma	$0	-$17.3K	0	–	Closed
1355	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$4.11M	0	–	Closed
1356	First Merchants Corp Muncie, Indiana	$0	-$207K	0	–	Closed
1357	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1358	Flow Traders U.S. New York	$0	-$167K	0	–	Closed
1359	FWM FLP Wealth Management Bentonville, Arkansas	$0	-$5.59K	0	–	Closed
1360	FWM Forza Wealth Management Sarasota, Florida	$0	-$233K	0	–	Closed
1361	FF Friedenthal Financial Marlton, New Jersey	$0	-$1.55M	0	–	Closed
1362	FIM Fruth Investment Management Houston, Texas	$0	-$212K	0	–	Closed
1363	FFM Fullerton Fund Management Singapore	$0	-$1.69M	0	–	Closed
1364	GCIA Gabelli & Co Investment Advisers Rye, New York	$0	-$12.1M	0	–	Closed
1365	Gabelli Funds Rye, New York	$0	-$10.5M	0	–	Closed
1366	GCM Gladstone Capital Management London, United Kingdom	$0	-$2.3M	0	–	Closed
1367	Glazer Capital LLC New York	$0	-$71.9M	0	–	Closed
1368	GWSA Global Wealth Strategies & Associates Denver, Colorado	$0	-$1.05K	0	–	Closed
1369	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$0	-$210K	0	–	Closed
1370	GIP Granite Investment Partners El Segundo, California	$0	-$27.9M	0	–	Closed
1371	GAA Green Alpha Advisors Niwot, Colorado	$0	-$516K	0	–	Closed
1372	GCM Greenland Capital Management New York	$0	-$242K	0	–	Closed
1373	HCA Heck Capital Advisors Rhinelander, Wisconsin	$0	-$23.9K	0	–	Closed
1374	HA Herold Advisors New York	$0	-$271K	0	–	Closed
1375	HCM Highview Capital Management Buffalo Grove, Illinois	$0	-$2.7M	0	–	Closed