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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
1126	HIS Horizon Investment Services Hammond, Indiana	$0	-$1.36M	0	–	Closed
1127	HFS Howard Financial Services Dallas, Texas	$0	-$40K	0	–	Closed
1128	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$0	-$93K	0	–	Closed
1129	IEQ Capital Foster City, California	$0	-$424K	0	–	Closed
1130	IA IFS Advisors Overland Park, Kansas	$0	+$630	1	0%	New
1131	IWA Intercontinental Wealth Advisors San Antonio, Texas	$0	-$52K	0	–	Closed
1132	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$75K	0	–	Closed
1133	JWM Jeppson Wealth Management Manhattan Beach, California	$0	-$26K	0	–	Closed
1134	Jupiter Asset Management London, United Kingdom	$0	-$134K	0	–	Closed
1135	LWM Laidlaw Wealth Management New York City, New York	$0	-$42K	0	–	Closed
1136	LWP Laurel Wealth Planning Edina, Minnesota	$0	+$8	1	0%	New
1137	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1138	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
1139	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
1140	MFA McClarren Financial Advisors State College, Pennsylvania	$0	+$142	1	0%	New
1141	ME McIlrath & Eck Arlington, Washington	$0	$0	1	0%	Maintained
1142	MLL Moody Lynn & Lieberson Boston, Massachusetts	$0	-$3.44M	0	–	Closed
1143	MUFG Americas New York	$0	-$9K	0	–	Closed
1144	NNP Nachman Norwood & Parrott Greenville, South Carolina	$0	-$18K	0	–	Closed
1145	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$0	-$10.4M	0	–	Closed
1146	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$0	-$40K	0	–	Closed
1147	NSIM North Star Investment Management Chicago, Illinois	$0	$0	1	0%	Maintained
1148	NSGL No Street GP LP San Francisco, California	$0	-$11.3M	0	–	Closed
1149	Old Mission Capital Chicago, Illinois	$0	-$2.24M	0	–	Closed
1150	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	-$55	1	0%	Reduced