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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	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
977	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
978	MCA Mercer Capital Advisers Little Silver, New Jersey	$0	-$4K	0	–	Closed
979	MPM Meritage Portfolio Management Overland Park, Kansas	$0	-$6.95M	0	–	Closed
980	MS Mizuho Securities Tokyo, Japan	$0	-$37K	0	–	Closed
981	Moore Capital Management New York	$0	-$6.91M	0	–	Closed
982	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
983	NewEdge Advisors New Orleans, Louisiana	$0	-$699K	0	–	Closed
984	NSIM North Star Investment Management Chicago, Illinois	$0	-$1K	0	–	Closed
985	NWM Northwest Wealth Management Spencer, Iowa	$0	-$3K	0	–	Closed
986	Old National Bancorp Evansville, Indiana	$0	-$283K	0	–	Closed
987	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	$0	1	0%	Maintained
988	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$316K	0	–	Closed
989	OFW Omnia Family Wealth Aventura, Florida	$0	-$3K	0	–	Closed
990	OWA One Wealth Advisors San Francisco, California	$0	-$1K	0	–	Closed
991	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$0	-$12K	0	–	Closed
992	PM Parametrica Management Wanchai, Hong Kong	$0	-$241K	0	–	Closed
993	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$2K	0	–	Closed
994	PWP Personal Wealth Partners Bloomington, Minnesota	$0	+$213	1	0%	New
995	P8IP Pier 88 Investment Partners San Francisco, California	$0	-$473K	0	–	Closed
996	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$1K	0	–	Closed
997	PGA Premia Global Advisors Coral Gables, Florida	$0	-$29K	0	–	Closed
998	PWMG Prestige Wealth Management Group Flemington, New Jersey	$0	$0	1	0%	Maintained
999	PGAM Princeton Global Asset Management Princeton, New Jersey	$0	$0	0	–	Closed
1000	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained