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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	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$2.09M	0	–	Closed
727	ED Exane Derivatives Paris, France	$0	-$9.63K	0	–	Closed
728	FCCM First City Capital Management Savannah, Georgia	$0	-$27.9K	0	–	Closed
729	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	-$125	1	0%	Reduced
730	FHAM Folger Hill Asset Management New York	$0	-$2.48M	0	–	Closed
731	FAM Formidable Asset Management Cincinnati, Ohio	$0	-$53K	0	–	Closed
732	Fort Washington Investment Advisors Cincinnati, Ohio	$0	-$202K	0	–	Closed
733	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$0	$0	2	0%	Maintained
734	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	1	0%	Maintained
735	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$5K	0	–	Closed
736	HT HAP Trading New York	$0	-$260K	0	–	Closed
737	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$0	-$85K	0	–	Closed
738	HCS Harvest Capital Strategies San Francisco, California	$0	-$2.66M	0	–	Closed
739	HIP Hatteras Investment Partners Raleigh, North Carolina	$0	-$760K	0	–	Closed
740	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$6.64M	0	–	Closed
741	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$552K	0	–	Closed
742	HPA Hilltop Park Associates New York	$0	-$1.62M	0	–	Closed
743	IA Icon Advisers Greenwood Village, Colorado	$0	-$639K	0	–	Closed
744	ICRM Insight Capital Research & Management Walnut Creek, California	$0	-$660K	0	–	Closed
745	ID Integral Derivatives New York	$0	-$69.2K	0	–	Closed
746	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$1K	0	–	Closed
747	Jericho Capital Asset Management New York	$0	-$48.2M	0	–	Closed
748	JIC Joel Isaacson & Co New York	$0	$0	1	0%	Maintained
749	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	$0	1	0%	Maintained
750	LCM Landscape Capital Management Englewood, New Jersey	$0	-$662K	0	–	Closed