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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
601	KFS KMS Financial Services Seattle, Washington	$0	-$89K	0	–	Closed
602	LMR Partners London, United Kingdom	$0	-$182K	0	–	Closed
603	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$7.37M	0	–	Closed
604	Los Angeles Capital Management Los Angeles, California	$0	-$333K	0	–	Closed
605	MIM Macroview Investment Management Bethesda, Maryland	$0	+$354	1	0%	New
606	MP Manifold Partners San Francisco, California	$0	-$600K	0	–	Closed
607	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$191K	0	–	Closed
608	Massachusetts Financial Services Boston, Massachusetts	$0	-$499K	0	–	Closed
609	MCM Mazama Capital Management Portland, Oregon	$0	-$448K	0	–	Closed
610	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
611	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$0	-$82K	0	–	Closed
612	MC Menta Capital San Francisco, California	$0	-$718K	0	–	Closed
613	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
614	NHFG New Harbor Financial Group Worcester, Massachusetts	$0	-$5K	0	–	Closed
615	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	$0	1	0%	Maintained
616	OC Oarsman Capital Milwaukee, Wisconsin	$0	-$94K	0	–	Closed
617	PWAM Park West Asset Management San Francisco, California	$0	-$7.51M	0	–	Closed
618	PL Parkwood LLC Cleveland, Ohio	$0	-$112K	0	–	Closed
619	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$1K	0	–	Closed
620	PM Penbrook Management New York	$0	-$151K	0	–	Closed
621	PWW Pettyjohn Wood & White Lynchburg, Virginia	$0	-$88K	0	–	Closed
622	Pictet Asset Management (UK) London, United Kingdom	$0	-$566K	0	–	Closed
623	PC Pier Capital Stamford, Connecticut	$0	-$3.15M	0	–	Closed
624	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$6.44M	0	–	Closed
625	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$189K	0	–	Closed