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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
1826	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$35.3M	–	Closed
1827	BCM Bayesian Capital Management Brooklyn, New York	$0	-$2.99M	–	Closed
1828	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$0	-$203K	–	Closed
1829	BIP Wealth Atlanta, Georgia	$0	-$58.2K	–	Closed
1830	Boston Partners Boston, Massachusetts	$0	-$2.45M	–	Closed
1831	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$0	-$40K	–	Closed
1832	Brighton Jones LLC Seattle, Washington	$0	-$1.12M	–	Closed
1833	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$377K	–	Closed
1834	BF Brucke Financial Indianapolis, Indiana	$0	-$231K	–	Closed
1835	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$0	-$5.04M	–	Closed
1836	CGIM Cannon Global Investment Management Davie, Florida	$0	-$218K	–	Closed
1837	Chilton Investment Company Stamford, Connecticut	$0	-$238K	–	Closed
1838	CCM Cloud Capital Management Seattle, Washington	$0	-$153K	–	Closed
1839	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$0	-$272K	–	Closed
1840	CMP Coston McIsaac & Partners Bar Harbor, Maine	$0	-$7K	–	Closed
1841	CWM Crowley Wealth Management Wilmington, Delaware	$0	-$10.3K	–	Closed
1842	DWA Delos Wealth Advisors Dallas, Texas	$0	-$5.39K	–	Closed
1843	DAM Deltec Asset Management New York	$0	-$1.97M	–	Closed
1844	DCP Diameter Capital Partners New York	$0	-$16.8M	–	Closed
1845	DTL Dynamic Technology Lab Singapore	$0	-$1.81M	–	Closed
1846	EFI EHP Funds Inc Toronto, Canada	$0	-$296K	–	Closed
1847	EPW Endeavor Private Wealth Topeka, Kansas	$0	-$95.6K	–	Closed
1848	EAM Eukles Asset Management Cincinnati, Ohio	$0	-$947	–	Closed
1849	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$0	-$2.19M	–	Closed
1850	FMB Field & Main Bank Henderson, Kentucky	$0	-$24	–	Closed