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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
1051	LM Litespeed Management New York	$0	-$2.67M	0	–	Closed
1052	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
1053	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$1.74M	0	–	Closed
1054	MCMC Matrix Capital Management Company Portsmouth, New Hampshire	$0	-$42.7M	0	–	Closed
1055	MWM MBE Wealth Management Tomah, Wisconsin	$0	-$4K	0	–	Closed
1056	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
1057	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
1058	ME McIlrath & Eck Arlington, Washington	$0	$0	1	0%	Maintained
1059	MAP Moody Aldrich Partners Marblehead, Massachusetts	$0	-$3.52M	0	–	Closed
1060	MUFG Securities EMEA London, United Kingdom	$0	-$1.11M	0	–	Closed
1061	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$0	-$2.85M	0	–	Closed
1062	NISOA National Investment Services of America Milwaukee, Wisconsin	$0	-$906K	0	–	Closed
1063	NL NKCFO LLC Geneva, Illinois	$0	-$221K	0	–	Closed
1064	NSIM North Star Investment Management Chicago, Illinois	$0	$0	1	0%	Maintained
1065	NSB Norway Savings Bank Portland, Maine	$0	$0	1	0%	Maintained
1066	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	$0	1	0%	Maintained
1067	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$1.01M	0	–	Closed
1068	OFG OmniStar Financial Group Wilmington, North Carolina	$0	-$14K	0	–	Closed
1069	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$0	-$6K	0	–	Closed
1070	PI Pennant Investors Summit, New Jersey	$0	-$1.27M	0	–	Closed
1071	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$1.21M	0	–	Closed
1072	POIA Pin Oak Investment Advisors Houston, Texas	$0	-$14K	0	–	Closed
1073	PM Precept Management Dallas, Texas	$0	-$615K	0	–	Closed
1074	QAM QCI Asset Management Pittsford, New York	$0	-$1K	0	–	Closed
1075	RC Raine Capital New York	$0	-$2.63M	0	–	Closed