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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	OGC Oak Grove Capital North Hampton, New Hampshire	$0	-$96K	0	–	Closed
852	OC Oakworth Capital Birmingham, Alabama	$0	$0	1	0%	Maintained
853	Oberweis Asset Management Lisle, Illinois	$0	-$6.89M	0	–	Closed
854	Old Mission Capital Chicago, Illinois	$0	-$3.13M	0	–	Closed
855	Pathstone Family Office Englewood, New Jersey	$0	-$5K	0	–	Closed
856	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$0	-$1K	0	–	Closed
857	Perigon Wealth Management San Francisco, California	$0	-$1K	0	–	Closed
858	PTC Petrus Trust Company Dallas, Texas	$0	-$256K	0	–	Closed
859	POIA Pin Oak Investment Advisors Houston, Texas	$0	+$502	1	0%	New
860	P Pitcairn Conshohocken, Pennsylvania	$0	-$406K	0	–	Closed
861	PHK Point72 Hong Kong Hong Kong	$0	-$154K	0	–	Closed
862	PCM Portolan Capital Management Boston, Massachusetts	$0	-$590K	0	–	Closed
863	PGA Premia Global Advisors Coral Gables, Florida	$0	-$10K	0	–	Closed
864	PSC Prentiss Smith & Co Brattleboro, Vermont	$0	-$5K	0	–	Closed
865	PO Private Ocean San Rafael, California	$0	$0	1	0%	Maintained
866	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
867	Quadrature Capital London, United Kingdom	$0	-$7.09M	0	–	Closed
868	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$271K	0	–	Closed
869	RFM Royal Fund Management Lady Lake, Florida	$0	+$59	1	0%	Increased
870	Rubric Capital Management (New York) New York	$0	-$32.1M	0	–	Closed
871	RCG Ruggie Capital Group Tavares, Florida	$0	+$106	1	0%	New
872	Sageworth Trust Lancaster, Pennsylvania	$0	-$5K	0	–	Closed
873	SFSIG San Francisco Sentry Investment Group San Francisco, California	$0	-$3K	0	–	Closed
874	Schonfeld Strategic Advisors New York	$0	-$456K	0	–	Closed
875	SCA Secor Capital Advisors New York	$0	-$3.85M	0	–	Closed