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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	Polar Capital London, United Kingdom	$0	-$3.65M	0	–	Closed
977	PW Price Wealth Austin, Texas	$0	-$163K	0	–	Closed
978	PWAC Private Wealth Advisors (California) Fresno, California	$0	-$90K	0	–	Closed
979	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained
980	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$45K	0	–	Closed
981	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
982	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$0	-$9K	0	–	Closed
983	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
984	SWM Selective Wealth Management Forest, Virginia	$0	+$98	1	0%	New
985	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$75K	0	–	Closed
986	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$0	+$77	1	0%	New
987	SAM Silverback Asset Management Chapel Hill, North Carolina	$0	-$291K	0	–	Closed
988	SIM Sonora Investment Management Tucson, Arizona	$0	-$2K	0	–	Closed
989	SMFS Squar Milner Financial Services Irvine, California	$0	-$3K	0	–	Closed
990	Sterling Capital Management Charlotte, North Carolina	$0	-$941K	0	–	Closed
991	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$610K	0	–	Closed
992	SB Strategic Blueprint Atlanta, Georgia	$0	+$10	1	0%	New
993	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
994	TEE Tibra Equities Europe London, United Kingdom	$0	-$7.87M	0	–	Closed
995	TAL TIG Advisors LLC New York	$0	-$4.71M	0	–	Closed
996	Todd Asset Management Louisville, Kentucky	$0	-$2.46M	0	–	Closed
997	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$11K	0	–	Closed
998	TI TT International London, United Kingdom	$0	-$2.24M	0	–	Closed
999	United Capital Financial Advisors Irving, Texas	$0	-$53K	0	–	Closed
1000	USAA United Services Automobile Association San Antonio, Texas	$0	-$29.8M	0	–	Closed