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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
676	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	1	0%	Maintained
677	GL GLG LLC New York	$0	-$2.65M	0	–	Closed
678	Harvard Management Company Boston, Massachusetts	$0	-$349K	0	–	Closed
679	HIS Horizon Investment Services Hammond, Indiana	$0	-$2.55M	0	–	Closed
680	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$0	-$221K	0	–	Closed
681	HF Hoxton Financial Shepherdstown, West Virginia	$0	+$341	1	0%	New
682	Ingalls & Snyder LLC New York	$0	-$211K	0	–	Closed
683	ICOM Investment Counselors of Maryland Baltimore, Maryland	$0	-$21.2M	0	–	Closed
684	KeyBank National Association Cleveland, Ohio	$0	-$278K	0	–	Closed
685	LCM Landscape Capital Management Englewood, New Jersey	$0	-$1.29M	0	–	Closed
686	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	-$31K	0	–	Closed
687	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
688	NPGCU Napier Park Global Capital (US) New York	$0	-$1.08M	0	–	Closed
689	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
690	OppenheimerFunds New York	$0	-$19.1M	0	–	Closed
691	PIA Peachtree Investment Advisors Atlanta, Georgia	$0	-$2K	0	–	Closed
692	Point72 Asset Management Stamford, Connecticut	$0	-$156K	0	–	Closed
693	Ronald Blue & Co Roswell, Georgia	$0	-$80K	0	–	Closed
694	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$0	-$4K	0	–	Closed
695	SEC Seven Eight Capital New York	$0	-$2K	0	–	Closed
696	SCM SG Capital Management Chicago, Illinois	$0	-$2.02M	0	–	Closed
697	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$132K	0	–	Closed
698	SIM Sonora Investment Management Tucson, Arizona	$0	+$19	1	0%	New
699	SMG Spectrum Management Group Indianapolis, Indiana	$0	+$19	1	0%	New
700	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$5.41M	0	–	Closed