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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
726	JT Jump Trading Chicago, Illinois	$0	-$1.4M	0	–	Closed
727	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	+$18	1	0%	New
728	Krilogy Financial St. Louis, Missouri	$0	-$5K	0	–	Closed
729	Laurion Capital Management New York	$0	-$549K	0	–	Closed
730	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
731	Moneta Group Investment Advisors St Louis, Missouri	$0	-$147K	0	–	Closed
732	MFW Mosaic Family Wealth St. Louis, Missouri	$0	+$257	1	0%	New
733	MUFG Americas New York	$0	-$2K	0	–	Closed
734	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
735	NCM Newland Capital Management New York	$0	-$1.33M	0	–	Closed
736	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$2.48M	0	–	Closed
737	NL NWAM LLC Mercer Island, Washington	$0	-$207K	0	–	Closed
738	PCM Perkins Capital Management Wayzata, Minnesota	$0	-$1.03M	0	–	Closed
739	PSC Piper Sandler & Co Minneapolis, Minnesota	$0	-$900K	0	–	Closed
740	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$0	-$21K	0	–	Closed
741	PCM Polaris Capital Management Boston, Massachusetts	$0	-$151K	0	–	Closed
742	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$1.29M	0	–	Closed
743	QCMC Quantum Capital Management (California) San Francisco, California	$0	-$209K	0	–	Closed
744	Rafferty Asset Management New York	$0	-$272K	0	–	Closed
745	RSCM Rail-Splitter Capital Management Chicago, Illinois	$0	-$3.08M	0	–	Closed
746	RIA Regal Investment Advisors Kentwood, Michigan	$0	-$31K	0	–	Closed
747	RegentAtlantic Capital Morristown, New Jersey	$0	-$1.18M	0	–	Closed
748	RFA Reilly Financial Advisors La Mesa, California	$0	-$3K	0	–	Closed
749	RAM RWC Asset Management London, United Kingdom	$0	-$614K	0	–	Closed
750	SFP Santa Fe Partners Santa Fe, New Mexico	$0	-$3.29M	0	–	Closed