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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	ICM Ionic Capital Management New York	$0	-$6.41M	0	–	Closed
627	IF Ironwood Financial Tucson, Arizona	$0	$0	0	–	Closed
628	JC Jetstream Capital Brentwood, Tennessee	$0	-$662K	0	–	Closed
629	LIM Leavell Investment Management Mobile, Alabama	$0	-$373K	0	–	Closed
630	MIM Macroview Investment Management Bethesda, Maryland	$0	$0	0	–	Closed
631	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
632	MC Menta Capital San Francisco, California	$0	-$374K	0	–	Closed
633	NPC National Planning Corporation El Segundo, California	$0	-$55.4K	0	–	Closed
634	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
635	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	$0	0	–	Closed
636	OA Oxbow Advisors Austin, Texas	$0	-$2.1M	0	–	Closed
637	QC QCM Cayman Houston, Texas	$0	-$185K	0	–	Closed
638	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$307K	0	–	Closed
639	QAM Quentec Asset Management New York	$0	-$11.9M	0	–	Closed
640	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$0	-$8K	0	–	Closed
641	RFA Reilly Financial Advisors La Mesa, California	$0	-$3K	0	–	Closed
642	SI Sprott Inc Toronto, Ontario, Canada	$0	-$2.24M	0	–	Closed
643	SC Sumit Capital New York	$0	-$112K	0	–	Closed
644	SSG Summit Securities Group New York	$0	-$417K	0	–	Closed
645	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$0	-$933K	0	–	Closed
646	TM Tiger Management New York	$0	-$575K	0	–	Closed
647	TC TradeLink Capital Chicago, Illinois	$0	-$66K	0	–	Closed
648	UFA US Financial Advisors Braintree, Massachusetts	$0	-$6K	0	–	Closed
649	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	$0	1	0%	Maintained
650	Waddell & Reed Financial Overland Park, Kansas	$0	-$2.39M	0	–	Closed