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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	GAG Goodman Advisory Group Needham, Massachusetts	$0	-$62	0	–	Closed
1127	Great Lakes Advisors Chicago, Illinois	$0	-$6.05M	0	–	Closed
1128	HP Harvey Partners Tarrytown, New York	$0	-$11.5M	0	–	Closed
1129	HIG Heritage Investment Group Pompano Beach, Florida	$0	-$225K	0	–	Closed
1130	HA Herold Advisors New York	$0	-$237K	0	–	Closed
1131	HCM Highlander Capital Management Short Hills, New Jersey	$0	+$55	1	0%	New
1132	HS Horan Securities Cincinnati, United States	$0	-$17	0	–	Closed
1133	IGWM ICA Group Wealth Management Denver, Colorado	$0	-$4.16K	0	–	Closed
1134	Independent Advisor Alliance Charlotte, North Carolina	$0	-$74.6K	0	–	Closed
1135	ING Group Amsterdam, Netherlands	$0	-$9.62M	0	–	Closed
1136	IA Inspire Advisors Meridian, Idaho	$0	-$250K	0	–	Closed
1137	IFWM Institute for Wealth Management Denver, Colorado	$0	-$48.7K	0	–	Closed
1138	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$1.73M	0	–	Closed
1139	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$0	-$4.42K	0	–	Closed
1140	KI Kapitalo Investimentos Sao Paulo, Brazil	$0	-$162K	0	–	Closed
1141	KFO Kopp Family Office Bloomington, Minnesota	$0	-$2.57M	0	–	Closed
1142	LTI Laffer Tengler Investments Nashville, Tennessee	$0	-$159K	0	–	Closed
1143	LJHT Laurie J. Hall Trustee	$0	-$4K	0	–	Closed
1144	LG Leuthold Group Minneapolis, Minnesota	$0	-$202K	0	–	Closed
1145	LSA L & S Advisors Los Angeles, California	$0	-$1.23M	0	–	Closed
1146	Magnetar Financial Evanston, Illinois	$0	-$1.37M	0	–	Closed
1147	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$0	-$75.2K	0	–	Closed
1148	Mather Group Chicago, Illinois	$0	-$680	0	–	Closed
1149	MIC Maxi Investments CY Limassol, Cyprus	$0	-$2.13M	0	–	Closed
1150	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained