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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	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
677	KLWA Kelly Lawrence W & Associates Pasadens, California	$1K	$0	1	0%	Maintained
678	MFW Mosaic Family Wealth St. Louis, Missouri	$1K	$0	1	0%	Maintained
679	NHFG New Harbor Financial Group Worcester, Massachusetts	$1K	$0	1	0%	Maintained
680	NSIM North Star Investment Management Chicago, Illinois	$1K	-$4.53K	1	0%	Reduced
681	SBL Sargent Bickham Lagudis Boulder, Colorado	$1K	$0	1	0%	Maintained
682	TF Tompkins Financial Ithaca, New York	$1K	+$1K	1	0%	New
683	AIM Anchor Investment Management Columbia, South Carolina	$501	$0	1	0%	Maintained
684	WAS WESPAC Advisors SoCal Pasadena, California	$290	$0	1	0%	Maintained
685	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$48	$0	1	0%	Maintained
686	SIM Sonora Investment Management Tucson, Arizona	$24	$0	1	0%	Maintained
687	WBC Westpac Banking Corp Sydney, Australia	$18	$0	1	0%	Maintained
688	Acadian Asset Management Boston, Massachusetts	$0	-$957K	0	–	Closed
689	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$0	$0	1	0%	Maintained
690	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$1.89M	0	–	Closed
691	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$0	-$978K	0	–	Closed
692	ACM Alethea Capital Management Mercer Island, Washington	$0	-$888K	0	–	Closed
693	AC Alexandria Capital Arlington, Virginia	$0	$0	2	0%	Maintained
694	AW Alpha Windward Westwood, Massachusetts	$0	-$408K	0	–	Closed
695	ACI AMP Capital Investors Sydney, Australia	$0	-$2.54M	0	–	Closed
696	Amundi Asset Management US Boston, Massachusetts	$0	-$6.45M	0	–	Closed
697	ACM Armbruster Capital Management Pittsford, New York	$0	-$1K	0	–	Closed
698	ADL Asset Dedication LLC San Francisco, California	$0	$0	0	–	Closed
699	AP Atwood & Palmer Kansas City, Missouri	$0	$0	0	–	Closed
700	Avior Wealth Management Omaha, Nebraska	$0	$0	1	0%	Maintained