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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
801	Fiera Capital (Canada) Montreal, Quebec, Canada	$0	-$12.1M	0	–	Closed
802	FAN Financial Advisors Network Tustin, California	$0	-$1.63K	0	–	Closed
803	FineMark National Bank & Trust Fort Myers, Florida	$0	-$1K	0	–	Closed
804	Flow Traders U.S. New York	$0	-$2K	0	–	Closed
805	Foresters Investment Management New York	$0	-$5.71M	0	–	Closed
806	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	1	0%	Maintained
807	GCM Glaxis Capital Management Sarasota, Florida	$0	-$488K	0	–	Closed
808	HAM Harber Asset Management Asheville, North Carolina	$0	-$4.29M	0	–	Closed
809	HBK Investments Dallas, Texas	$0	-$1.67M	0	–	Closed
810	Hennessy Advisors Inc Novato, California	$0	-$3.79M	0	–	Closed
811	IWA IBEX Wealth Advisors Bedminster, New Jersey	$0	-$2K	0	–	Closed
812	ICOA Investment Centers of America Bismarck, North Dakota	$0	-$68K	0	–	Closed
813	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$5K	0	–	Closed
814	JGC J. Goldman & Co New York	$0	-$7.38M	0	–	Closed
815	Jones Financial Companies Des Peres, Missouri	$0	-$58K	0	–	Closed
816	KI Kalmar Investments Greenville, Delaware	$0	-$18.8M	0	–	Closed
817	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	$0	1	0%	Maintained
818	KCM Kingdon Capital Management New York	$0	-$15.8M	0	–	Closed
819	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$125K	0	–	Closed
820	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
821	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$115K	0	–	Closed
822	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
823	Menora Mivtachim Holdings Ramat Gan, Israel	$0	-$147K	0	–	Closed
824	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$4.5M	0	–	Closed
825	MFW Mosaic Family Wealth St. Louis, Missouri	$0	$0	1	0%	Maintained