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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
2126	CAIM Catherine Avery Investment Management Longboat Key, Florida	$0	-$1.29K	0	–	Closed
2127	CS Central Securities New York	$0	-$27.7M	0	–	Closed
2128	Channing Capital Management Chicago, Illinois	$0	-$6.98M	0	–	Closed
2129	CT ClearAlpha Technologies Greenwich, Connecticut	$0	-$235K	0	–	Closed
2130	CT Coastline Trust Providence, Rhode Island	$0	-$74K	0	–	Closed
2131	CWP Concord Wealth Partners Abingdon, Virginia	$0	-$1.15K	0	–	Closed
2132	CWM Connecticut Wealth Management Farmington, Connecticut	$0	-$216K	0	–	Closed
2133	CPM Connective Portfolio Management New York	$0	-$1.07M	0	–	Closed
2134	CIS Connors Investor Services Wyomissing, Pennsylvania	$0	-$2.02M	0	–	Closed
2135	CI Cordant Inc Portland, Oregon	$0	-$1.72M	0	–	Closed
2136	CWM Cornerstone Wealth Management St. Peters, Missouri	$0	-$223K	0	–	Closed
2137	CAM Covenant Asset Management Chester, New Jersey	$0	-$2.19M	0	–	Closed
2138	CCA Cruiser Capital Advisors Stamford, Connecticut	$0	-$243K	0	–	Closed
2139	DEM Disciplined Equity Management Neptune Beach, Florida	$0	-$4.32K	0	–	Closed
2140	Discovery Capital Management South Norwalk, Connecticut	$0	-$83.7M	0	–	Closed
2141	DIP DT Investment Partners Chadds Ford, Pennsylvania	$0	-$36.7K	0	–	Closed
2142	Edmond de Rothschild Holding Chambesy, Switzerland	$0	-$62.1K	0	–	Closed
2143	EWA EQ Wealth Advisors Dallas, Texas	$0	-$9.21K	0	–	Closed
2144	EPG Estate Planners Group Yardley, Pennsylvania	$0	-$83.5K	0	–	Closed
2145	FC Fairscale Capital Nashua, New Hampshire	$0	-$1.58K	0	–	Closed
2146	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	$0	1	0%	Maintained
2147	FHA Flagship Harbor Advisors Boston, Massachusetts	$0	-$163K	0	–	Closed
2148	Första AP-fonden Stockholm, Sweden	$0	-$16.7M	0	–	Closed
2149	FPCP Fort Point Capital Partners San Francisco, California	$0	-$224K	0	–	Closed
2150	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$29M	0	–	Closed