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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
751	SC Scholtz & Company Stamford, Connecticut	$0	-$504K	0	–	Closed
752	Sigma Planning Corp Ann Arbor, Michigan	$0	-$85K	0	–	Closed
753	SC Skylands Capital Milwaukee, Wisconsin	$0	-$513K	0	–	Closed
754	SIM Sonora Investment Management Tucson, Arizona	$0	$0	1	0%	Maintained
755	SMG Spectrum Management Group Indianapolis, Indiana	$0	$0	1	0%	Maintained
756	Squarepoint New York	$0	-$942K	0	–	Closed
757	SSG Summit Securities Group New York	$0	-$848K	0	–	Closed
758	Synovus Financial Columbus, Georgia	$0	$0	2	0%	Maintained
759	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	+$456	1	0%	New
760	TFA Toth Financial Advisory Leesburg, Virginia	$0	-$448K	0	–	Closed
761	UFF USA Financial Formulas Ada, Michigan	$0	-$558K	0	–	Closed
762	Vident Investment Advisory Alpharetta, Georgia	$0	-$1.88M	0	–	Closed
763	Waverly Advisors Birmingham, Alabama	$0	$0	0	–	Closed
764	Wealthfront Palo Alto, California	$0	-$16K	0	–	Closed
765	WAS WESPAC Advisors SoCal Pasadena, California	$0	+$214	1	0%	New
766	Zacks Investment Management Chicago, Illinois	$0	-$330K	0	–	Closed
767	ZA Zazove Associates Incline Village, Nevada	$0	-$28.2M	0	–	Closed