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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
851	KAM Kavi Asset Management New York	$0	-$1.28M	0	–	Closed
852	KLWA Kelly Lawrence W & Associates Pasadens, California	$0	-$1K	0	–	Closed
853	LMR Partners London, United Kingdom	$0	-$2.01M	0	–	Closed
854	LWA Lowe Wealth Advisors Columbia, Maryland	$0	-$211	1	0%	Reduced
855	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
856	MCM McKinley Capital Management Anchorage, Alaska	$0	-$22K	0	–	Closed
857	Mizuho Securities USA New York	$0	-$3.15M	0	–	Closed
858	MAP Moody Aldrich Partners Marblehead, Massachusetts	$0	-$356K	0	–	Closed
859	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$10K	0	–	Closed
860	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
861	NewEdge Advisors New Orleans, Louisiana	$0	-$24.6K	0	–	Closed
862	NCGI Next Century Growth Investors Plymouth, Minnesota	$0	-$6.86M	0	–	Closed
863	NN Investment Partners Holdings The Hague, Netherlands	$0	-$270K	0	–	Closed
864	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$2.19M	0	–	Closed
865	PAM Paradigm Asset Management New York	$0	-$844K	0	–	Closed
866	PFA Paradigm Financial Advisors Des Peres, Missouri	$0	-$136K	0	–	Closed
867	PAM Peak Asset Management Louisville, Colorado	$0	-$65K	0	–	Closed
868	Peconic Partners New York	$0	-$2.24M	0	–	Closed
869	Penserra Capital Management Orinda, California	$0	-$2.31M	0	–	Closed
870	People's United Financial Bridgeport, Connecticut	$0	-$127K	0	–	Closed
871	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$3.7M	0	–	Closed
872	PM Precept Management Dallas, Texas	$0	-$2.5M	0	–	Closed
873	Primecap Management Pasadena, California	$0	-$12.7M	0	–	Closed
874	PAG Private Advisory Group Redmond, Washington	$0	-$413K	0	–	Closed
875	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained