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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	LCM Landscape Capital Management Englewood, New Jersey	$0	-$604K	0	–	Closed
952	Larson Financial Group St Louis, Missouri	$0	+$5	1	0%	Increased
953	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$0	-$41K	0	–	Closed
954	LG Leuthold Group Minneapolis, Minnesota	$0	-$4.82M	0	–	Closed
955	LWM Liberty Wealth Management Oakland, California	$0	-$3.58K	1	0%	Reduced
956	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
957	MF Manchester Financial Westlake Village, California	$0	-$12K	0	–	Closed
958	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$0	-$25K	0	–	Closed
959	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	-$65K	0	–	Closed
960	Maven Securities St Helier, Jersey	$0	-$529K	0	–	Closed
961	Maverick Capital Dallas, Texas	$0	-$15M	0	–	Closed
962	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
963	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
964	MF MHI Funds Woodstock, New York	$0	-$1.38M	0	–	Closed
965	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$80K	0	–	Closed
966	MUFG Securities EMEA London, United Kingdom	$0	-$9.22M	0	–	Closed
967	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
968	NCM Next Capital Management New York	$0	-$9K	0	–	Closed
969	NMC Nine Masts Capital Central, Hong Kong	$0	-$1.4M	0	–	Closed
970	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	-$31	1	0%	Reduced
971	OFS OneAscent Financial Services Birmingham, Alabama	$0	-$112K	0	–	Closed
972	OneDigital Investment Advisors Overland Park, Kansas	$0	-$17K	0	–	Closed
973	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$10K	0	–	Closed
974	PCC Park Circle Company Baltimore, Maryland	$0	-$2K	0	–	Closed
975	PWP Personal Wealth Partners Bloomington, Minnesota	$0	+$519	2	0%	Increased