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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
776	OI Oakbrook Investments Lisle, Illinois	$0	-$223K	0	–	Closed
777	OLA Oliver Luxxe Assets Gladstone, New Jersey	$0	-$1.19M	0	–	Closed
778	PCM Palouse Capital Management Spokane, Washington	$0	-$269K	0	–	Closed
779	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$0	-$3.29K	1	0%	Reduced
780	Peconic Partners New York	$0	-$12.9M	0	–	Closed
781	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$0	-$1K	0	–	Closed
782	Polar Asset Management Partners Toronto, Ontario, Canada	$0	-$10.8M	0	–	Closed
783	PCM Prelude Capital Management New York	$0	-$71K	0	–	Closed
784	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$17.4M	0	–	Closed
785	QAM QCI Asset Management Pittsford, New York	$0	-$9.2K	1	0%	Reduced
786	RWG Regal Wealth Group Seal Beach, California	$0	+$487	1	0%	New
787	RFA Reilly Financial Advisors La Mesa, California	$0	+$429	1	0%	New
788	RCM Rotella Capital Management Bellevue, Washington	$0	-$722K	0	–	Closed
789	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$0	-$13.4K	0	–	Closed
790	SSB Sandy Spring Bank Olney, Maryland	$0	-$27K	0	–	Closed
791	SRFM Shannon River Fund Management New York	$0	-$19.7M	0	–	Closed
792	SAM Silverback Asset Management Chapel Hill, North Carolina	$0	-$5.07M	0	–	Closed
793	Simplicity Solutions Minneapolis, Minnesota	$0	-$193K	0	–	Closed
794	SGAM Smith Group Asset Management Dallas, Texas	$0	-$2.61M	0	–	Closed
795	Soros Fund Management New York	$0	-$15.6M	0	–	Closed
796	SMG Spectrum Management Group Indianapolis, Indiana	$0	$0	1	0%	Maintained
797	ST Sphinx Trading Chicago, Illinois	$0	-$23.5K	1	0%	Reduced
798	SST S Squared Technology New York	$0	-$4.25M	0	–	Closed
799	SIM Strategic Investment Management Arlington, Virginia	$0	-$306K	0	–	Closed
800	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$1.41M	0	–	Closed