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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
2451	ACMH Andar Capital Management (HK) Hong Kong	$0	-$19.1M	–	Closed
2452	AA Apriem Advisors Irvine, California	$0	-$546K	–	Closed
2453	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$15.6M	–	Closed
2454	Aristeia Capital Greenwich, Connecticut	$0	-$788K	–	Closed
2455	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$0	-$193K	–	Closed
2456	AIP Arrowpoint Investment Partners Singapore	$0	-$395K	–	Closed
2457	ALAM Asahi Life Asset Management Tokyo, Japan	$0	-$263K	–	Closed
2458	AOWM Asset One Wealth Management Bellevue, Washington	$0	-$275K	–	Closed
2459	AI Atom Investors Austin, Texas	$0	-$4.68M	–	Closed
2460	BOJHT Bank of Jackson Hole Trust Jackson, Wyoming	$0	-$7.64K	–	Closed
2461	BAM Bellevue Asset Management Bellevue, Washington	$0	-$217K	–	Closed
2462	BJF Blue Jean Financial Albany, New York	$0	-$3.73M	–	Closed
2463	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$0	-$363K	–	Closed
2464	BWM Braeburn Wealth Management Muskegon, Michigan	$0	-$2.93M	–	Closed
2465	BCC Bridge City Capital Lake Oswego, Oregon	$0	-$9.03M	–	Closed
2466	BIM Bullseye Investment Management Cincinnati, Ohio	$0	-$388	–	Closed
2467	CAAS Capital Asset Advisory Services Williamston, Michigan	$0	-$204K	–	Closed
2468	CFG Capital Financial Group Greenwood Village, Colorado	$0	-$68.3K	–	Closed
2469	CPA Capital Performance Advisors Walnut Creek, California	$0	-$646K	–	Closed
2470	Carmignac Gestion Paris, France	$0	-$34.2M	–	Closed
2471	Cartenna Capital Stamford, Connecticut	$0	-$35.7M	–	Closed
2472	Castleark Management Chicago, Illinois	$0	-$2.72M	–	Closed
2473	CWM Cedar Wealth Management Walnut Creek, California	$0	-$395K	–	Closed
2474	CPC CFC Planning Company Cicero, Indiana	$0	-$285K	–	Closed
2475	CWMS CFG Wealth Management Services Indianapolis, Indiana	$0	-$82.9K	–	Closed