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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
826	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
827	OA Oak Associates Akron, Ohio	$0	-$408K	0	–	Closed
828	Old Mission Capital Chicago, Illinois	$0	-$1.48M	0	–	Closed
829	Old National Bancorp Evansville, Indiana	$0	-$215K	0	–	Closed
830	OFW Omnia Family Wealth Aventura, Florida	$0	-$1K	0	–	Closed
831	OCM Osterweis Capital Management San Francisco, California	$0	-$2.27M	0	–	Closed
832	Penserra Capital Management Orinda, California	$0	-$358K	0	–	Closed
833	Perigon Wealth Management San Francisco, California	$0	-$5K	0	–	Closed
834	PAG Pinnacle Advisory Group Columbia, Maryland	$0	-$339K	0	–	Closed
835	P Pitcairn Conshohocken, Pennsylvania	$0	-$201K	0	–	Closed
836	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$0	-$4.88M	0	–	Closed
837	PM Precept Management Dallas, Texas	$0	-$2.19M	0	–	Closed
838	PSC Prentiss Smith & Co Brattleboro, Vermont	$0	-$3K	0	–	Closed
839	Prospera Financial Services Dallas, Texas	$0	-$98K	0	–	Closed
840	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
841	RWG Regal Wealth Group Seal Beach, California	$0	$0	1	0%	Maintained
842	RegentAtlantic Capital Morristown, New Jersey	$0	-$65K	0	–	Closed
843	Regions Financial Corp Birmingham, Alabama	$0	-$711K	0	–	Closed
844	RCA Rex Capital Advisors Providence, Rhode Island	$0	-$307K	0	–	Closed
845	RFCA R&F Capital Advisors New York	$0	-$151K	0	–	Closed
846	RFM Royal Fund Management Lady Lake, Florida	$0	+$5	1	0%	Increased
847	RCG Ruggie Capital Group Tavares, Florida	$0	+$234	1	0%	New
848	RAM RWC Asset Management London, United Kingdom	$0	-$8.64M	0	–	Closed
849	SCI S&CO Inc Boston, Massachusetts	$0	-$309K	0	–	Closed
850	SCA Secor Capital Advisors New York	$0	-$1.81M	0	–	Closed