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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
876	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$0	-$446K	0	–	Closed
877	MI Markston International White Plains, New York	$0	-$4K	0	–	Closed
878	Marshall Wace London, United Kingdom	$0	-$327K	0	–	Closed
879	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
880	ME McIlrath & Eck Arlington, Washington	$0	+$56	1	0%	New
881	MUS Mitsubishi UFJ Securities Tokyo, Japan	$0	-$43K	0	–	Closed
882	MML Investors Services Springfield, Massachusetts	$0	-$564K	0	–	Closed
883	MBT Monroe Bank & Trust Monroe, Michigan	$0	+$67	1	0%	New
884	MFW Mosaic Family Wealth St. Louis, Missouri	$0	-$5K	0	–	Closed
885	MFWM Motley Fool Wealth Management Alexandria, Virginia	$0	-$389K	0	–	Closed
886	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$0	-$10K	0	–	Closed
887	MAM Myriad Asset Management North Point, Hong Kong	$0	-$544K	0	–	Closed
888	NFA Nationwide Fund Advisors Columbus, Ohio	$0	-$27.5M	0	–	Closed
889	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
890	NFG Next Financial Group Houston, Texas	$0	-$101K	0	–	Closed
891	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$1.89M	0	–	Closed
892	NC Nokomis Capital Dallas, Texas	$0	-$3.85M	0	–	Closed
893	OI Oakbrook Investments Lisle, Illinois	$0	-$235K	0	–	Closed
894	OWA One Wealth Advisors San Francisco, California	$0	+$582	1	0%	New
895	OTC Opera Trading Capital Paris, France	$0	-$598K	0	–	Closed
896	OIM Orca Investment Management Roseburg, Oregon	$0	-$1.34M	0	–	Closed
897	PM Parametrica Management Wanchai, Hong Kong	$0	-$836K	0	–	Closed
898	Parnassus Investments San Francisco, California	$0	-$37.3M	0	–	Closed
899	PP PDT Partners New York	$0	-$9.5M	0	–	Closed
900	PCM Pennant Capital Management Summit, New Jersey	$0	-$3.02M	0	–	Closed