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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	ONST Old North State Trust Greensboro, North Carolina	$0	-$4K	0	–	Closed
977	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	+$15	1	0%	Increased
978	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$367K	0	–	Closed
979	OSIA O'Shares Investment Advisers Boston, Massachusetts	$0	-$263K	0	–	Closed
980	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$5.55M	0	–	Closed
981	PFM Parsec Financial Management Asheville, North Carolina	$0	-$273K	0	–	Closed
982	PL Parthenon LLC Louisville, Kentucky	$0	-$209K	0	–	Closed
983	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$0	-$38K	0	–	Closed
984	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$2K	0	–	Closed
985	People's United Financial Bridgeport, Connecticut	$0	-$40K	0	–	Closed
986	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$1K	0	–	Closed
987	PTC Petrus Trust Company Dallas, Texas	$0	-$402K	0	–	Closed
988	PAM Pinpoint Asset Management Hong Kong	$0	-$1.66M	0	–	Closed
989	PCM Pinz Capital Management New York	$0	-$81K	0	–	Closed
990	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$384K	0	–	Closed
991	Qube Research & Technologies (QRT) London, United Kingdom	$0	-$1.61M	0	–	Closed
992	Rafferty Asset Management New York	$0	-$370K	0	–	Closed
993	RIA Realta Investment Advisors Wilmington, Delaware	$0	-$123K	0	–	Closed
994	RMC Resources Management Corp West Hartford, Connecticut	$0	$0	1	0%	Maintained
995	RI Ridgewood Investments Springfield, New Jersey	$0	-$92K	0	–	Closed
996	SMH Sanders Morris Harris Houston, Texas	$0	-$1.39M	0	–	Closed
997	SM Sciencast Management Princeton, New Jersey	$0	-$235K	0	–	Closed
998	Sculptor Capital New York	$0	-$876K	0	–	Closed
999	SWM Selective Wealth Management Forest, Virginia	$0	$0	1	0%	Maintained
1000	SC Shellback Capital Boston, Massachusetts	$0	-$15.8M	0	–	Closed