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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	HW Hedeker Wealth Lincolnshire, Illinois	$0	$0	0	–	Closed
752	HCM Hodges Capital Management Dallas, Texas	$0	-$12.2M	0	–	Closed
753	HRT Financial New York	$0	-$241K	0	–	Closed
754	HHC Hutchin Hill Capital New York	$0	-$4.6M	0	–	Closed
755	IRF IBM Retirement Fund Armonk, New York	$0	-$238K	0	–	Closed
756	Janus Henderson Group London,	$0	-$15.8M	0	–	Closed
757	JFA JNBA Financial Advisors Bloomington, Minnesota	$0	-$5K	0	–	Closed
758	JIC Joel Isaacson & Co New York	$0	+$109	1	0%	New
759	KIC Keating Investment Counselors Delray Beach, Florida	$0	-$90K	0	–	Closed
760	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	$0	1	0%	Maintained
761	KC Kingfisher Capital Charlotte, North Carolina	$0	-$8K	0	–	Closed
762	LCP Lombardia Capital Partners Pasadena, California	$0	-$311K	0	–	Closed
763	LWA Lowe Wealth Advisors Columbia, Maryland	$0	+$224	1	0%	New
764	LA Lucus Advisors New York	$0	-$418K	0	–	Closed
765	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$206K	0	–	Closed
766	MCM Mazama Capital Management Portland, Oregon	$0	-$452K	0	–	Closed
767	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
768	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$0	-$5.16M	0	–	Closed
769	MFW Mosaic Family Wealth St. Louis, Missouri	$0	$0	1	0%	Maintained
770	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
771	NC Nokomis Capital Dallas, Texas	$0	-$547K	0	–	Closed
772	Nomura Holdings Tokyo, Japan	$0	-$1.49M	0	–	Closed
773	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	-$1K	0	–	Closed
774	Numeric Investors Boston, Massachusetts	$0	-$1.35M	0	–	Closed
775	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$0	-$846K	0	–	Closed