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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	GWS Glassman Wealth Services Vienna, Virginia	$0	+$376	2	0%	Increased
827	GF Goodman Financial Houston, Texas	$0	-$23K	0	–	Closed
828	Granahan Investment Management Waltham, Massachusetts	$0	-$636K	0	–	Closed
829	GFP Gryphon Financial Partners Columbus, Ohio	$0	-$4K	0	–	Closed
830	Hancock Whitney Gulfport, Mississippi	$0	-$5.81M	0	–	Closed
831	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$504K	0	–	Closed
832	HS HighVista Strategies Boston, Massachusetts	$0	-$1.43M	0	–	Closed
833	Holocene Advisors New York	$0	-$38M	0	–	Closed
834	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$3.52M	0	–	Closed
835	HH HWG Holdings Houston, Texas	$0	-$493K	0	–	Closed
836	IWP Icon Wealth Partners Houston, Texas	$0	-$2K	0	–	Closed
837	ING Group Amsterdam, Netherlands	$0	-$629K	0	–	Closed
838	Inspire Investing Meridian, Idaho	$0	-$166K	0	–	Closed
839	ID Integral Derivatives New York	$0	-$68.6K	0	–	Closed
840	JCP Jabre Capital Partners Geneva, Switzerland	$0	-$2.84M	0	–	Closed
841	Jefferies Financial Group New York	$0	-$515K	0	–	Closed
842	Jupiter Investment Management London, United Kingdom	$0	$0	1	0%	Maintained
843	KA Kaizen Advisory Wheaton, Illinois	$0	-$4.1M	0	–	Closed
844	KIP Kayak Investment Partners San Francisco, California	$0	-$15.3M	0	–	Closed
845	KHCM Kettle Hill Capital Management New York	$0	-$10.5M	0	–	Closed
846	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	$0	0	–	Closed
847	KWMG King Wealth Management Group Naples, Florida	$0	-$303K	0	–	Closed
848	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$8.5M	0	–	Closed
849	LCM Legato Capital Management San Francisco, California	$0	-$1.09M	0	–	Closed
850	LM Litespeed Management New York	$0	-$1.63M	0	–	Closed