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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	IWP Icon Wealth Partners Houston, Texas	$0	-$3K	0	–	Closed
852	IAS IMA Advisory Services Denver, Colorado	$0	-$5K	0	–	Closed
853	IFWM Institute for Wealth Management Denver, Colorado	$0	-$250K	0	–	Closed
854	IF IRON Financial Northbrook, Illinois	$0	-$67K	0	–	Closed
855	JCM Jafra Capital Management New York	$0	-$1.04M	0	–	Closed
856	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$3K	0	–	Closed
857	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	$0	1	0%	Maintained
858	Koshinski Asset Management Decatur, Illinois	$0	-$321K	0	–	Closed
859	LC Landaas & Company Milwaukee, Wisconsin	$0	-$1K	0	–	Closed
860	Laurion Capital Management New York	$0	-$1.6M	0	–	Closed
861	Lido Advisors Los Angeles, California	$0	-$278K	0	–	Closed
862	LCG Lisanti Capital Growth New York	$0	-$2.93M	0	–	Closed
863	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$2.9M	0	–	Closed
864	MC Maplelane Capital New York	$0	-$9.26M	0	–	Closed
865	MC Menta Capital San Francisco, California	$0	-$1.13M	0	–	Closed
866	MFAM Motley Fool Asset Management Alexandria, Virginia	$0	-$6.57M	0	–	Closed
867	MCM MV Capital Management Bethesda, Maryland	$0	-$27K	0	–	Closed
868	Natixis Paris, France	$0	-$28.8M	0	–	Closed
869	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
870	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$207K	0	–	Closed
871	NL NVWM LLC Yardley, Pennsylvania	$0	-$4K	0	–	Closed
872	NIMC NWQ Investment Management Company Los Angeles, California	$0	-$1.95M	0	–	Closed
873	OC Oakworth Capital Birmingham, Alabama	$0	$0	1	0%	Maintained
874	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$384K	0	–	Closed
875	POIA Pin Oak Investment Advisors Houston, Texas	$0	$0	0	–	Closed