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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	PG Proffitt & Goodson Knoxville, Tennessee	$145	$0	1	0%	Maintained
1152	Chilton Capital Management Houston, Texas	$102	$0	1	0%	Maintained
1153	MCM MV Capital Management Bethesda, Maryland	$100	+$92	2	0%	New
1154	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$95	+$110	2	0%	Increased
1155	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$76	$0	1	0%	Maintained
1156	BC Barrett & Company Providence, Rhode Island	$64	-$147	1	0%	Reduced
1157	MCM MidAtlantic Capital Management Richmond, Virginia	$51	$0	1	0%	Maintained
1158	FG Fairman Group Chesterbrook, Pennsylvania	$48	$0	1	0%	Maintained
1159	MIM Macroview Investment Management Bethesda, Maryland	$27	$0	1	0%	Maintained
1160	HRC Hoertkorn Richard Charles	$11	$0	1	0%	Maintained
1161	1CM 1492 Capital Management Milwaukee, Wisconsin	$0	-$2.32M	0	–	Closed
1162	AWC Abundance Wealth Counselors State College, Pennsylvania	$0	-$55K	0	–	Closed
1163	AGF Management Toronto, Ontario, Canada	$0	-$2.01M	0	–	Closed
1164	AFG Albion Financial Group Salt Lake City, Utah	$0	-$445	0	–	Closed
1165	Altimeter Capital Management Boston, Massachusetts	$0	-$26M	0	–	Closed
1166	AIG American International Group New York	$0	-$36.2M	0	–	Closed
1167	AMF Tjänstepension Stockholm, Sweden	$0	-$36.3M	0	–	Closed
1168	AC Amitell Capital Singapore	$0	-$2.81M	0	–	Closed
1169	ARGA Investment Management Stamford, Connecticut	$0	-$399K	0	–	Closed
1170	AG Ascent Group Virginia Beach, Virginia	$0	-$1.48M	0	–	Closed
1171	Aspex Management (HK) Central, Hong Kong	$0	-$54.2M	0	–	Closed
1172	Axiom Investors Greenwich, Connecticut	$0	-$1.59M	0	–	Closed
1173	Banco Santander Madrid, Spain	$0	-$1.41M	0	–	Closed
1174	Bank Julius Baer & Co Zurich, Switzerland	$0	-$1.18M	0	–	Closed
1175	BWM BCS Wealth Management Johnson City, Tennessee	$0	-$106K	0	–	Closed