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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	FWM FSA Wealth Management Needham, Massachusetts	$0	-$11K	0	–	Closed
1052	FFC Fure Financial Corporation Bloomington, Minnesota	$0	+$249	1	0%	New
1053	G Gainplan Bloomfield Hills, Michigan	$0	-$285K	0	–	Closed
1054	GPFA Game Plan Financial Advisors Westlake, Ohio	$0	-$222K	0	–	Closed
1055	GJL Gendell Jeffrey L	$0	-$3.78M	0	–	Closed
1056	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$0	-$15K	0	–	Closed
1057	GIA Granite Investment Advisors Concord, New Hampshire	$0	-$225K	0	–	Closed
1058	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$11K	0	–	Closed
1059	HFA Hoover Financial Advisors Malvern, Pennsylvania	$0	-$213K	0	–	Closed
1060	HS Horan Securities Cincinnati, United States	$0	-$4K	0	–	Closed
1061	IWP IAG Wealth Partners Waukesha, Wisconsin	$0	-$4K	0	–	Closed
1062	IWA IBEX Wealth Advisors Bedminster, New Jersey	$0	-$1.98M	0	–	Closed
1063	Ingalls & Snyder LLC New York	$0	-$392K	0	–	Closed
1064	Inspire Investing Meridian, Idaho	$0	-$214K	0	–	Closed
1065	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$10.3M	0	–	Closed
1066	JCM JS Capital Management New York	$0	-$136K	0	–	Closed
1067	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$0	-$880K	0	–	Closed
1068	Korea Investment Corp Seoul, South Korea	$0	-$336K	0	–	Closed
1069	KPW Kore Private Wealth New York	$0	$0	0	–	Closed
1070	Koshinski Asset Management Decatur, Illinois	$0	-$127K	0	–	Closed
1071	Laurion Capital Management New York	$0	-$1.77M	0	–	Closed
1072	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1073	LG Leuthold Group Minneapolis, Minnesota	$0	-$205K	0	–	Closed
1074	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$6.5M	0	–	Closed
1075	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained