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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
951	FI Fosun International Hong Kong, China	$0	-$859K	0	–	Closed
952	Franklin Resources San Mateo, California	$0	-$61.8M	0	–	Closed
953	GL Governors Lane New York	$0	-$847K	0	–	Closed
954	HT Heritage Trust Oklahoma City, Oklahoma	$0	-$3K	0	–	Closed
955	Homrich & Berg Atlanta, Georgia	$0	-$108K	0	–	Closed
956	Hudson Bay Capital Management Stamford, Connecticut	$0	-$788K	0	–	Closed
957	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$0	-$2K	0	–	Closed
958	IR Invictus RG Hamilton, Bermuda	$0	-$618K	0	–	Closed
959	IIA IPG Investment Advisors San Diego, California	$0	-$5.82M	0	–	Closed
960	IM Islet Management New York	$0	-$812K	0	–	Closed
961	IP Isthmus Partners Madison, Wisconsin	$0	-$488K	0	–	Closed
962	JM Jeneq Management New York	$0	-$631K	0	–	Closed
963	JA JOYN Advisors Atlanta, Georgia	$0	-$28K	0	–	Closed
964	KCM Karp Capital Management Sausalito, California	$0	$0	0	–	Closed
965	Larson Financial Group St Louis, Missouri	$0	$0	1	0%	Maintained
966	Laurion Capital Management New York	$0	-$127K	0	–	Closed
967	LC Lavaca Capital Houston, Texas	$0	$0	1	0%	Maintained
968	LNB Ledyard National Bank	$0	-$17K	0	–	Closed
969	Lido Advisors Los Angeles, California	$0	-$246K	0	–	Closed
970	Lord, Abbett & Co Jersey City, New Jersey	$0	-$2.17M	0	–	Closed
971	LC Lourd Capital Beverly Hills, California	$0	-$168K	0	–	Closed
972	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
973	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
974	MCF Advisors Covington, Kentucky	$0	-$3.69K	1	0%	Reduced
975	MGO One Seven Beachwood, Ohio	$0	-$8K	0	–	Closed