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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
901	John W. Bristol & Co New York	$0	-$166K	0	–	Closed
902	JT Jump Trading Chicago, Illinois	$0	-$150K	0	–	Closed
903	KCM Karp Capital Management Sausalito, California	$0	+$246	1	0%	New
904	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	$0	0	–	Closed
905	Krilogy Financial St. Louis, Missouri	$0	-$57K	0	–	Closed
906	Larson Financial Group St Louis, Missouri	$0	+$309	1	0%	New
907	LC Lavaca Capital Houston, Texas	$0	+$605	1	0%	New
908	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$0	-$46K	0	–	Closed
909	LWA Lenox Wealth Advisors New York	$0	-$1K	0	–	Closed
910	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$0	-$1.64M	0	–	Closed
911	LWM Liberty Wealth Management Oakland, California	$0	+$1.1K	2	0%	New
912	Lincoln National Corp Radnor, Pennsylvania	$0	-$490K	0	–	Closed
913	LWA Lowe Wealth Advisors Columbia, Maryland	$0	-$5K	1	0%	Reduced
914	Madison Investment Holdings Madison, Wisconsin	$0	-$3.5M	0	–	Closed
915	Magnetar Financial Evanston, Illinois	$0	-$664K	0	–	Closed
916	MSR Main Street Research Lakeville, Connecticut	$0	-$257K	0	–	Closed
917	MCC Malaga Cove Capital Pv Estates, California	$0	-$1.62M	0	–	Closed
918	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$1.13M	0	–	Closed
919	Massachusetts Financial Services Boston, Massachusetts	$0	-$6.38M	0	–	Closed
920	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$0	-$21K	0	–	Closed
921	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	+$174	1	0%	New
922	ML McAdam LLC Philadelphia, Pennsylvania	$0	-$1K	0	–	Closed
923	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$78K	0	–	Closed
924	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$10.7M	0	–	Closed
925	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$13.8M	0	–	Closed