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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	HCM Hilton Capital Management Garden City, New York	$0	-$120K	0	–	Closed
952	HI Hudock Inc Williamsport, Pennsylvania	$0	$0	1	0%	Maintained
953	HI Human Investing Lake Oswego, Oregon	$0	-$60K	0	–	Closed
954	HH HWG Holdings Houston, Texas	$0	-$7K	0	–	Closed
955	IWA IBEX Wealth Advisors Bedminster, New Jersey	$0	-$1.74M	0	–	Closed
956	JCM Jag Capital Management St Louis, Missouri	$0	-$19.8M	0	–	Closed
957	JAM JCIC Asset Management Toronto, Ontario, Canada	$0	-$6K	0	–	Closed
958	Jennison Associates New York	$0	-$42.2M	0	–	Closed
959	JFA JNBA Financial Advisors Bloomington, Minnesota	$0	-$16K	0	–	Closed
960	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$0	+$79	1	0%	New
961	KBC Group Brussels, Belgium	$0	-$711K	0	–	Closed
962	KFA Kelleher Financial Advisors New York	$0	-$79K	0	–	Closed
963	KMC Kirr Marbach & Co Columbus, Indiana	$0	-$6.11M	0	–	Closed
964	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$304K	0	–	Closed
965	Korea Investment Corp Seoul, South Korea	$0	-$1.29M	0	–	Closed
966	KPW Kore Private Wealth New York	$0	+$59	1	0%	New
967	Larson Financial Group St Louis, Missouri	$0	$0	1	0%	Maintained
968	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$0	-$1.97K	2	0%	Reduced
969	Laurion Capital Management New York	$0	-$1.25M	0	–	Closed
970	LS Leelyn Smith Geneva, Illinois	$0	+$63	1	0%	New
971	Level Four Advisory Services Dallas, Texas	$0	-$431K	0	–	Closed
972	LWM Liberty Wealth Management Oakland, California	$0	$0	1	0%	Maintained
973	LFG LifePlan Financial Group Dayton, Ohio	$0	+$131	1	0%	New
974	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$2.94M	0	–	Closed
975	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained