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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
1151	Great Valley Advisor Group Wilmington, Delaware	$0	-$608K	0	–	Closed
1152	GAM Griffin Asset Management New York	$0	-$212K	0	–	Closed
1153	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$5K	0	–	Closed
1154	Homrich & Berg Atlanta, Georgia	$0	-$205K	0	–	Closed
1155	HSA Hussman Strategic Advisors Ellicott City, Maryland	$0	-$316K	0	–	Closed
1156	Ingalls & Snyder LLC New York	$0	-$209K	0	–	Closed
1157	IFG Investors Financial Group Plymouth, Minnesota	$0	-$181K	0	–	Closed
1158	JSC Jackson Square Capital San Francisco, California	$0	-$367K	0	–	Closed
1159	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$167K	0	–	Closed
1160	JSAM J. Safra Asset Management New York	$0	-$330K	0	–	Closed
1161	JWS Juncture Wealth Strategies Scottsdale, Arizona	$0	-$632K	0	–	Closed
1162	KOC Koss-Olinger Consulting Gainesville, Florida	$0	-$390K	0	–	Closed
1163	KP Kuvari Partners London, United Kingdom	$0	-$2.98M	0	–	Closed
1164	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1165	Level Four Advisory Services Dallas, Texas	$0	-$64K	0	–	Closed
1166	LJAC L.J. Altfest & Co New York	$0	-$258K	0	–	Closed
1167	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
1168	MIM Macroview Investment Management Bethesda, Maryland	$0	-$4K	0	–	Closed
1169	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$359K	0	–	Closed
1170	Mariner Independent Advisor Network Overland Park, Kansas	$0	-$53K	0	–	Closed
1171	MSA Marino Stram & Associates Braintree, Massachusetts	$0	-$379K	0	–	Closed
1172	Marshall Wace Asia Central, Hong Kong	$0	-$32.7M	0	–	Closed
1173	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	-$174	1	0%	Reduced
1174	MAM McCarthy Asset Management Redwood Shores, California	$0	-$35K	0	–	Closed
1175	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained