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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
1001	PFC Phocas Financial Corp Alameda, California	$0	-$1.72M	0	–	Closed
1002	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$8.91M	0	–	Closed
1003	PineBridge Investments New York	$0	-$1.8M	0	–	Closed
1004	PWMG Prestige Wealth Management Group Flemington, New Jersey	$0	-$433	1	0%	Reduced
1005	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained
1006	Putnam Investments Boston, Massachusetts	$0	-$2.11M	0	–	Closed
1007	PAM PVG Asset Management Golden, Colorado	$0	-$3.52M	0	–	Closed
1008	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
1009	QC QCM Cayman Houston, Texas	$0	-$63K	0	–	Closed
1010	QT Quantamental Technologies White Plains, New York	$0	-$335K	0	–	Closed
1011	RA Rational Advisors Huntington, New York	$0	-$701K	0	–	Closed
1012	RMC Resources Management Corp West Hartford, Connecticut	$0	+$83	1	0%	New
1013	Robertson Stephens Wealth Management San Francisco, California	$0	-$112K	0	–	Closed
1014	RWA Ropes Wealth Advisors Boston, Massachusetts	$0	-$1K	0	–	Closed
1015	SRC Sage Rhino Capital Menlo Park, California	$0	-$72K	0	–	Closed
1016	SHGA Sand Hill Global Advisors Palo Alto, California	$0	-$3.51M	0	–	Closed
1017	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$274K	0	–	Closed
1018	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$0	-$52K	0	–	Closed
1019	SWM Segment Wealth Management Houston, Texas	$0	-$1.54M	0	–	Closed
1020	SWM Selective Wealth Management Forest, Virginia	$0	$0	1	0%	Maintained
1021	SM Senvest Management New York	$0	-$12.6M	0	–	Closed
1022	SM SG3 Management Dorado, Puerto Rico	$0	-$1.31M	0	–	Closed
1023	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$0	+$425	1	0%	Increased
1024	SAM SignalPoint Asset Management Springfield, Missouri	$0	-$247K	0	–	Closed
1025	SL Signition LP New York	$0	-$231K	0	–	Closed