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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
1576	DI Diligent Investors Redlands, California	$0	-$156K	0	–	Closed
1577	DFO Duquesne Family Office New York	$0	-$103M	0	–	Closed
1578	Dynasty Wealth Management St. Petersburg, Florida	$0	-$48.5K	0	–	Closed
1579	ERIC Eagle Rock Investment Company Atlanta, Georgia	$0	-$135K	0	–	Closed
1580	ES Eagle Strategies New York	$0	-$51.8K	0	–	Closed
1581	EGI EAM Global Investors Solana Beach, California	$0	-$6.03M	0	–	Closed
1582	Elo Mutual Pension Insurance Espoo, Finland	$0	-$1.4M	0	–	Closed
1583	EAM Eschler Asset Management London, United Kingdom	$0	-$856K	0	–	Closed
1584	FLFS Family Legacy Financial Solutions Cary, North Carolina	$0	-$76.1K	0	–	Closed
1585	FAIM Financial Advocates Investment Management Olympia, Washington	$0	-$379K	0	–	Closed
1586	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
1587	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$57.4K	0	–	Closed
1588	Foster Group West Des Moines, Iowa	$0	-$59K	0	–	Closed
1589	FIM Freedom Investment Management Hartford, Connecticut	$0	-$864K	0	–	Closed
1590	GDCM Galaxy Digital Capital Management New York	$0	-$2.11M	0	–	Closed
1591	GC Garde Capital Seattle, Washington	$0	-$1.37K	0	–	Closed
1592	GCM Genus Capital Management Vancouver, British Columbia, Canada	$0	-$66.6K	0	–	Closed
1593	GWP Gen-Wealth Partners Zeeland, Michigan	$0	-$234K	0	–	Closed
1594	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$18.6K	0	–	Closed
1595	HP Haven Private Orlando, Florida	$0	-$89K	0	–	Closed
1596	HT Headlands Technologies Chicago, Illinois	$0	-$73K	0	–	Closed
1597	HA Herold Advisors New York	$0	-$255K	0	–	Closed
1598	Iconiq Capital San Francisco, California	$0	-$213K	0	–	Closed
1599	Investor AB Stockholm, Sweden	$0	-$535K	0	–	Closed
1600	IIA IPG Investment Advisors San Diego, California	$0	-$222K	0	–	Closed