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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	MSL Mackay Shields LLC New York	$0	-$963K	0	–	Closed
977	MAP Managed Asset Portfolios Rochester, Michigan	$0	-$20.1M	0	–	Closed
978	MC Maplelane Capital New York	$0	-$3.12M	0	–	Closed
979	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$256K	0	–	Closed
980	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
981	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
982	ME McIlrath & Eck Arlington, Washington	$0	-$30K	1	0%	Reduced
983	MC Miles Capital West Des Moines, Iowa	$0	-$219K	0	–	Closed
984	Miller Howard Investments Kingston, New York	$0	-$5.29M	0	–	Closed
985	MML Investors Services Springfield, Massachusetts	$0	-$58K	0	–	Closed
986	Moore Capital Management New York	$0	-$1.34M	0	–	Closed
987	MA Mutual Advisors Omaha, Nebraska	$0	-$59K	0	–	Closed
988	NIS National Investment Services Milwaukee, Wisconsin	$0	-$1.61M	0	–	Closed
989	NA Navellier & Associates Reno, Nevada	$0	-$1.08M	0	–	Closed
990	NCM Nelson Capital Management Menlo Park, California	$0	$0	0	–	Closed
991	NSIM North Star Investment Management Chicago, Illinois	$0	$0	1	0%	Maintained
992	NSB Norway Savings Bank Portland, Maine	$0	$0	1	0%	Maintained
993	NL NVWM LLC Yardley, Pennsylvania	$0	-$785K	0	–	Closed
994	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	$0	1	0%	Maintained
995	OLA Oliver Luxxe Assets Gladstone, New Jersey	$0	-$274K	0	–	Closed
996	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$332K	0	–	Closed
997	OWA Outlook Wealth Advisors Shenandoah, Texas	$0	-$113K	0	–	Closed
998	PAM Palisade Asset Management Minneapolis, Minnesota	$0	-$65K	0	–	Closed
999	PRC Pearl River Capital Niles, Michigan	$0	-$271K	0	–	Closed
1000	Peconic Partners New York	$0	-$11K	0	–	Closed