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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
976	MLL Moody Lynn & Lieberson Boston, Massachusetts	$0	-$2.28M	0	–	Closed
977	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
978	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$252K	0	–	Closed
979	NC Northpointe Capital Bloomfield Hills, Michigan	$0	-$1.66M	0	–	Closed
980	OMC Oak Management Corp Wilton, Connecticut	$0	-$36.1M	0	–	Closed
981	ORI Oak Ridge Investments Chicago, Illinois	$0	-$3.42M	0	–	Closed
982	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$407K	0	–	Closed
983	Old Mission Capital Chicago, Illinois	$0	-$1.19M	0	–	Closed
984	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	+$86	1	0%	Increased
985	PVAM Pacific View Asset Management San Francisco, California	$0	-$295K	0	–	Closed
986	PTC Petrus Trust Company Dallas, Texas	$0	-$229K	0	–	Closed
987	PWMG Prestige Wealth Management Group Flemington, New Jersey	$0	-$9.38K	1	0%	Reduced
988	Prime Capital Investment Advisors Overland Park, Kansas	$0	-$1K	0	–	Closed
989	PGAM Princeton Global Asset Management Princeton, New Jersey	$0	+$480	1	0%	New
990	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained
991	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
992	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$390K	0	–	Closed
993	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
994	RCG Ruggie Capital Group Tavares, Florida	$0	$0	0	–	Closed
995	SC Selz Capital New York	$0	-$6.4M	0	–	Closed
996	SI Sensato Investors San Francisco, California	$0	-$6M	0	–	Closed
997	SEC Seven Eight Capital New York	$0	-$8.01M	0	–	Closed
998	SM Southport Management Wilson, Wyoming	$0	-$458K	0	–	Closed
999	Stock Yards Bank & Trust Louisville, Kentucky	$0	-$762K	0	–	Closed
1000	SCM Stumpf Capital Management Scottsdale, Arizona	$0	-$1K	0	–	Closed