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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
1026	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$1.19M	0	–	Closed
1027	EWM Elmwood Wealth Management Berkeley, California	$0	$0	1	0%	Maintained
1028	EWM EPG Wealth Management Atlanta, Georgia	$0	-$3K	0	–	Closed
1029	ES Equitec Specialists Chicago, Illinois	$0	-$103K	0	–	Closed
1030	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$0	$0	1	0%	Maintained
1031	FCM Firsthand Capital Management San Jose, California	$0	-$4.56M	0	–	Closed
1032	FPB First PREMIER Bank Sioux Falls, South Dakota	$0	-$7.61K	1	0%	Reduced
1033	FFG Fortem Financial Group Palm Desert, California	$0	-$37K	0	–	Closed
1034	GSWM Golden State Wealth Management Santa Ana, California	$0	-$51K	0	–	Closed
1035	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$0	-$5K	0	–	Closed
1036	HCM Hodges Capital Management Dallas, Texas	$0	-$370K	0	–	Closed
1037	HB Horizon Bancorp Michigan City, Indiana	$0	-$20K	0	–	Closed
1038	IMC Chicago Chicago, Illinois	$0	-$938K	0	–	Closed
1039	IFWM Institute for Wealth Management Denver, Colorado	$0	-$9K	0	–	Closed
1040	ICOM Investment Counselors of Maryland Baltimore, Maryland	$0	-$3.6M	0	–	Closed
1041	IIA IPG Investment Advisors San Diego, California	$0	-$4.5M	0	–	Closed
1042	Kayne Anderson Rudnick Investment Management Los Angeles, California	$0	-$2K	0	–	Closed
1043	KFI Key Financial Inc West Chester, Pennsylvania	$0	-$2K	0	–	Closed
1044	Kingsview Wealth Management Grants Pass, Oregon	$0	-$9K	0	–	Closed
1045	KPW Kore Private Wealth New York	$0	-$918	1	0%	Reduced
1046	LS Leelyn Smith Geneva, Illinois	$0	$0	0	–	Closed
1047	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1048	LWA Lenox Wealth Advisors New York	$0	-$19K	0	–	Closed
1049	Lincoln National Corp Radnor, Pennsylvania	$0	-$46K	0	–	Closed
1050	LW Linscomb Wealth Houston, Texas	$0	-$553K	0	–	Closed