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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
926	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	+$275	1	0%	New
927	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	$0	1	0%	Maintained
928	FIB First Interstate Bank Billings, Montana	$0	-$34K	0	–	Closed
929	FTCM First Trust Capital Management Chicago, Illinois	$0	-$421K	0	–	Closed
930	FRM Fox Run Management Greenwich, Connecticut	$0	-$332K	0	–	Closed
931	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$0	-$2.81M	0	–	Closed
932	GPFA Game Plan Financial Advisors Westlake, Ohio	$0	-$233K	0	–	Closed
933	GWS Glassman Wealth Services Vienna, Virginia	$0	+$186	3	0%	Increased
934	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$397K	0	–	Closed
935	HF Halpern Financial Ashburn, Virginia	$0	-$1.59K	0	–	Closed
936	HR Hayden Royal Charlotte, North Carolina	$0	-$323K	0	–	Closed
937	HL HeadInvest LLC Portland, Maine	$0	-$56K	0	–	Closed
938	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$0	-$13.5M	0	–	Closed
939	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$1K	0	–	Closed
940	HWM Howard Wealth Management Madison, Connecticut	$0	-$1K	0	–	Closed
941	HRT Financial New York	$0	-$2.48M	0	–	Closed
942	HI Hudock Inc Williamsport, Pennsylvania	$0	$0	1	0%	Maintained
943	IWA Intercontinental Wealth Advisors San Antonio, Texas	$0	-$8K	0	–	Closed
944	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$9.96M	0	–	Closed
945	IF Ironwood Financial Tucson, Arizona	$0	-$6K	0	–	Closed
946	JIR James Investment Research Alpha, Ohio	$0	-$142K	0	–	Closed
947	Johnson Investment Counsel Cincinnati, Ohio	$0	-$39K	0	–	Closed
948	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	$0	0	–	Closed
949	Jupiter Investment Management London, United Kingdom	$0	-$25.4M	0	–	Closed
950	KC Kadensa Capital Central, Hong Kong	$0	-$6.91M	0	–	Closed