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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	RWG Regal Wealth Group Seal Beach, California	$0	+$17	1	0%	Increased
777	RFA Reilly Financial Advisors La Mesa, California	$0	+$230	1	0%	New
778	RGI River Global Investors London, United Kingdom	$0	-$76K	0	–	Closed
779	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$0	-$2K	0	–	Closed
780	RCG Ruggie Capital Group Tavares, Florida	$0	$0	0	–	Closed
781	SBL Sargent Bickham Lagudis Boulder, Colorado	$0	-$1K	0	–	Closed
782	SAM Scion Asset Management Saratoga, California	$0	-$2.86M	0	–	Closed
783	SCM SG Capital Management Chicago, Illinois	$0	-$545K	0	–	Closed
784	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$0	-$8.61M	0	–	Closed
785	SC Skylands Capital Milwaukee, Wisconsin	$0	-$488K	0	–	Closed
786	SoftBank Group Tokyo, Japan	$0	-$5.64M	0	–	Closed
787	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$8K	0	–	Closed
788	ST Sphinx Trading Chicago, Illinois	$0	$0	0	–	Closed
789	SSG Summit Securities Group New York	$0	-$115K	0	–	Closed
790	Synovus Financial Columbus, Georgia	$0	$0	2	0%	Maintained
791	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
792	TCTC Holdings Dallas, Texas	$0	-$364K	0	–	Closed
793	TC TFS Capital West Chester, Pennsylvania	$0	-$1.22M	0	–	Closed
794	TH Timber Hill Greenwich, Connecticut	$0	-$301K	0	–	Closed
795	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$0	-$1.22M	0	–	Closed
796	TBAM True Bearing Asset Management San Francisco, California	$0	-$517K	0	–	Closed
797	VAM Visium Asset Management New York	$0	-$8.05M	0	–	Closed
798	Wasatch Advisors Salt Lake City, Utah	$0	-$5.51M	0	–	Closed
799	WIA Westbourne Investment Advisors Annapolis, Maryland	$0	-$266K	0	–	Closed
800	Wolverine Asset Management Chicago, Illinois	$0	-$1.27M	0	–	Closed