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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
551	EMA Efficient Market Advisors San Diego, California	$0	-$4K	0	–	Closed
552	EVC Eidelman Virant Capital Saint Louis, Missouri	$0	-$621K	0	–	Closed
553	ECM Empire Capital Management Westport, Connecticut	$0	-$14.8M	0	–	Closed
554	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$44K	0	–	Closed
555	FNYS First New York Securities New York	$0	-$46K	0	–	Closed
556	FTB First Trust Bank Nassau, Bahamas	$0	-$5.07M	0	–	Closed
557	GPC Glacier Peak Capital Bellevue, Washington	$0	-$560K	0	–	Closed
558	GIM Goelzer Investment Management Carmel, Indiana	$0	-$131K	0	–	Closed
559	HT HAP Trading New York	$0	-$240K	0	–	Closed
560	HAM Harber Asset Management Asheville, North Carolina	$0	-$960K	0	–	Closed
561	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$4.77M	0	–	Closed
562	IH IFC Holdings Tampa, Florida	$0	-$70K	0	–	Closed
563	IFWM Institute for Wealth Management Denver, Colorado	$0	-$1K	0	–	Closed
564	IWC Integrated Wealth Counsel Carmel, California	$0	-$4K	0	–	Closed
565	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$0	$0	0	–	Closed
566	KLWA Kelly Lawrence W & Associates Pasadens, California	$0	-$1K	0	–	Closed
567	KFS KMS Financial Services Seattle, Washington	$0	-$78K	0	–	Closed
568	Legal & General Group London, United Kingdom	$0	-$362K	0	–	Closed
569	LCM Leonard Capital Management Vero Beach, Florida	$0	-$654K	0	–	Closed
570	LSC Lesa Sroufe & Co Seattle, Washington	$0	-$3.72M	0	–	Closed
571	MIM Macroview Investment Management Bethesda, Maryland	$0	$0	0	–	Closed
572	Manning & Napier Advisors Fairport, New York	$0	-$18.9M	0	–	Closed
573	MCF Advisors Covington, Kentucky	$0	-$1K	1	0%	Reduced
574	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$0	-$892K	0	–	Closed
575	Mitsubishi UFJ Asset Management Tokyo, Japan	$0	-$291K	0	–	Closed