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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
1101	MIM Macroview Investment Management Bethesda, Maryland	$30	-$12.2K	1	0%	Reduced
1102	FWA FSC Wealth Advisors Fishkill, New York	$29	$0	1	0%	Maintained
1103	HS Horan Securities Cincinnati, United States	$17	$0	1	0%	Maintained
1104	HRC Hoertkorn Richard Charles	$13	$0	1	0%	Maintained
1105	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$2.73M	0	–	Closed
1106	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$68K	0	–	Closed
1107	AWM Accel Wealth Management Waverly, Iowa	$0	-$10.2K	0	–	Closed
1108	ARS Adirondack Retirement Specialists Queensbury, New York	$0	-$496	0	–	Closed
1109	ATC Adirondack Trust Company Saratoga Springs, New York	$0	-$1.57K	0	–	Closed
1110	ACM AIGH Capital Management Baltimore, Maryland	$0	-$20.6M	0	–	Closed
1111	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.15M	0	–	Closed
1112	AIA Angeles Investment Advisors Santa Monica, California	$0	-$236K	0	–	Closed
1113	APG Asset Management Amsterdam, Netherlands	$0	-$2.33M	0	–	Closed
1114	AC ASB Consultores Aventura, Florida	$0	-$173K	0	–	Closed
1115	AW Avion Wealth The Woodlands, Texas	$0	$0	1	0%	Maintained
1116	AC AXQ Capital Jersey City, New Jersey	$0	-$137K	0	–	Closed
1117	Baillie Gifford & Co Edinburgh, United Kingdom	$0	-$44.5K	0	–	Closed
1118	BCM Bayesian Capital Management Brooklyn, New York	$0	-$3.93M	0	–	Closed
1119	BWM BCS Wealth Management Johnson City, Tennessee	$0	-$103K	0	–	Closed
1120	B Bellecapital Zurich, Switzerland	$0	-$202K	0	–	Closed
1121	Belpointe Asset Management Reno, Nevada	$0	-$415K	0	–	Closed
1122	BCA Bernzott Capital Advisors Camarillo, California	$0	-$12M	0	–	Closed
1123	BCM Blume Capital Management Berkeley, California	$0	-$13.5K	0	–	Closed
1124	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$0	-$972	0	–	Closed
1125	Callan Family Office Radnor, Pennsylvania	$0	-$407K	0	–	Closed