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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	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$0	-$1.23M	0	–	Closed
777	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
778	RA Rational Advisors Huntington, New York	$0	+$453	1	0%	New
779	RWG Regal Wealth Group Seal Beach, California	$0	$0	1	0%	Maintained
780	RFA Reilly Financial Advisors La Mesa, California	$0	$0	0	–	Closed
781	RG Renaissance Group Covington, Kentucky	$0	-$273K	0	–	Closed
782	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$363K	0	–	Closed
783	RCG Ruggie Capital Group Tavares, Florida	$0	+$23	1	0%	New
784	SCM Segantii Capital Management Hong Kong	$0	-$86K	0	–	Closed
785	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$0	-$1.28M	0	–	Closed
786	SC Shellback Capital Boston, Massachusetts	$0	-$15M	0	–	Closed
787	SAM Solaris Asset Management New York	$0	-$26K	0	–	Closed
788	SM Southport Management Wilson, Wyoming	$0	-$1.33M	0	–	Closed
789	SMG Spectrum Management Group Indianapolis, Indiana	$0	$0	0	–	Closed
790	ST Sphinx Trading Chicago, Illinois	$0	$0	1	0%	Maintained
791	Synovus Financial Columbus, Georgia	$0	-$3K	2	0%	Reduced
792	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
793	TM Thrax Management New York	$0	-$525K	0	–	Closed
794	TFA Toth Financial Advisory Leesburg, Virginia	$0	-$521K	0	–	Closed
795	TFA Transamerica Financial Advisors St. Petersburg, Florida	$0	-$10K	0	–	Closed
796	Trillium Asset Management Boston, Massachusetts	$0	-$81K	0	–	Closed
797	Truist Financial Charlotte, North Carolina	$0	-$263K	0	–	Closed
798	UBS O'Connor Chicago, Illinois	$0	-$9.59M	0	–	Closed
799	UMA USA Mutuals Advisors Dallas, Texas	$0	-$9K	0	–	Closed
800	Utah Retirement Systems Salt Lake City, Utah	$0	-$224K	0	–	Closed