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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
626	HCM Highlander Capital Management Short Hills, New Jersey	$0	-$4.66K	0	–	Closed
627	IMS Index Management Solutions Philadelphia, Pennsylvania	$0	$0	0	–	Closed
628	IRS Invictus RG (Singapore) Singapore	$0	-$255K	0	–	Closed
629	Janus Henderson Group London,	$0	-$7.31M	0	–	Closed
630	KBC Group Brussels, Belgium	$0	-$36K	0	–	Closed
631	MassMutual Private Wealth & Trust Windsor, Connecticut	$0	-$1.36K	0	–	Closed
632	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
633	MCM McKinley Capital Management Anchorage, Alaska	$0	-$8.78M	0	–	Closed
634	NPC National Planning Corporation El Segundo, California	$0	-$131K	0	–	Closed
635	NCM Nelson Capital Management Menlo Park, California	$0	-$75K	1	0%	Reduced
636	NSCM New South Capital Management Memphis, Tennessee	$0	-$92K	0	–	Closed
637	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$258K	0	–	Closed
638	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	$0	1	0%	Maintained
639	OIA Optimum Investment Advisors Chicago, Illinois	$0	-$20K	1	0%	Reduced
640	Orbis Holdings Hamilton, Bermuda	$0	-$48.1M	0	–	Closed
641	OIMU Orbis Investment Management (US) San Francisco, California	$0	-$1.38M	0	–	Closed
642	PP Palladium Partners Norfolk, Virginia	$0	+$188	1	0%	New
643	PM Parametrica Management Wanchai, Hong Kong	$0	-$462K	0	–	Closed
644	PL Parkwood LLC Cleveland, Ohio	$0	-$119K	0	–	Closed
645	Peconic Partners New York	$0	-$196K	0	–	Closed
646	PCP Perimeter Capital Partners Atlanta, Georgia	$0	-$1.14M	0	–	Closed
647	PFG Piershale Financial Group Barrington, Illinois	$0	-$2K	0	–	Closed
648	PM Platinum Management New York	$0	$0	0	–	Closed
649	QS Batterymarch Financial Management New York	$0	-$3.51M	0	–	Closed
650	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$934	0	–	Closed