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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	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$0	-$253K	0	–	Closed
952	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$0	$0	2	0%	Maintained
953	LS Leelyn Smith Geneva, Illinois	$0	$0	1	0%	Maintained
954	LB Legacy Bridge West Des Moines, Iowa	$0	+$56	1	0%	New
955	LWM Liberty Wealth Management Oakland, California	$0	$0	1	0%	Maintained
956	LFG LifePlan Financial Group Dayton, Ohio	$0	$0	0	–	Closed
957	Loews Corp New York	$0	-$3.41M	0	–	Closed
958	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
959	LSC Lyon Street Capital Sausalito, California	$0	-$635K	0	–	Closed
960	Magnetar Financial Evanston, Illinois	$0	-$1.23M	0	–	Closed
961	MA MANA Advisors New York	$0	-$416K	0	–	Closed
962	MI Markston International White Plains, New York	$0	$0	1	0%	Maintained
963	MCM Maytus Capital Management New York	$0	-$4.3M	0	–	Closed
964	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
965	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
966	ME McIlrath & Eck Arlington, Washington	$0	$0	1	0%	Maintained
967	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$0	-$236K	0	–	Closed
968	NB NBT Bank Norwich, New York	$0	-$63K	0	–	Closed
969	NewEdge Advisors New Orleans, Louisiana	$0	-$1M	0	–	Closed
970	NSIM North Star Investment Management Chicago, Illinois	$0	$0	1	0%	Maintained
971	NSB Norway Savings Bank Portland, Maine	$0	$0	1	0%	Maintained
972	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$0	-$1.37M	0	–	Closed
973	NL NVWM LLC Yardley, Pennsylvania	$0	+$7	1	0%	New
974	NG NWK Group San Francisco, California	$0	-$1.89M	0	–	Closed
975	OI Oakbrook Investments Lisle, Illinois	$0	-$1.12M	0	–	Closed