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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
1401	AT Avalon Trust Santa Fe, New Mexico	$0	-$3.11K	0	–	Closed
1402	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$0	-$26.2K	0	–	Closed
1403	BAM Bastion Asset Management Montreal, Canada	$0	-$2.53M	0	–	Closed
1404	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$0	-$7.93M	0	–	Closed
1405	CCM Campbell Capital Management Miami, Florida	$0	-$345K	0	–	Closed
1406	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$0	-$106K	0	–	Closed
1407	CP CenterBook Partners Greenwich, Connecticut	$0	-$1.76M	0	–	Closed
1408	CWM Centricity Wealth Management Westerville, Ohio	$0	-$1.58K	0	–	Closed
1409	Choate Investment Advisors Boston, Massachusetts	$0	-$234K	0	–	Closed
1410	CHAM Clear Harbor Asset Management Stamford, Connecticut	$0	-$700K	0	–	Closed
1411	CC Clearline Capital New York	$0	-$723K	0	–	Closed
1412	CCM Cloud Capital Management Seattle, Washington	$0	-$33K	0	–	Closed
1413	CB CNB Bank Clearfield, Pennsylvania	$0	-$553	0	–	Closed
1414	CA Continuum Advisory Eagle, Idaho	$0	-$2.53K	0	–	Closed
1415	CF Corebridge Financial Houston, Texas	$0	-$35.5M	0	–	Closed
1416	CCMI Creative Capital Management Investments San Diego, California	$0	-$11	0	–	Closed
1417	CW Curio Wealth Annapolis, Maryland	$0	-$558	0	–	Closed
1418	DRP Decker Retirement Planning Levi, Utah	$0	-$6.67K	0	–	Closed
1419	Dymon Asia Capital (Singapore) Singapore	$0	-$549K	0	–	Closed
1420	DZ Bank Frankfurt Am Main, Germany	$0	-$77.9K	0	–	Closed
1421	FG Fairman Group Chesterbrook, Pennsylvania	$0	-$85	0	–	Closed
1422	FCI Financial Counselors Inc Overland Park, Kansas	$0	-$79.4K	0	–	Closed
1423	FCM Fire Capital Management San Francisco, California	$0	-$489K	0	–	Closed
1424	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1425	FSCM First Sabrepoint Capital Management Dallas, Texas	$0	-$2.42M	0	–	Closed