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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
1176	FRM Fox Run Management Greenwich, Connecticut	$0	-$528K	0	–	Closed
1177	FFA Freedman Financial Associates Peabody, Massachusetts	$0	$0	1	0%	Maintained
1178	FFC Fure Financial Corporation Bloomington, Minnesota	$0	$0	0	–	Closed
1179	GH GAM Holding Zurich, Switzerland	$0	-$2K	0	–	Closed
1180	GAI General American Investors New York	$0	-$8.68M	0	–	Closed
1181	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$0	-$93K	0	–	Closed
1182	GTAM Global Trust Asset Management West Palm Beach, Florida	$0	-$84	1	0%	Reduced
1183	GIA Goodwin Investment Advisory Woodstock, Georgia	$0	$0	0	–	Closed
1184	GAM Grandview Asset Management Harrisburg, Pennsylvania	$0	-$12K	0	–	Closed
1185	GIA Granite Investment Advisors Concord, New Hampshire	$0	-$208K	0	–	Closed
1186	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$0	-$9K	0	–	Closed
1187	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$67K	0	–	Closed
1188	HAM Harber Asset Management Asheville, North Carolina	$0	-$8.69M	0	–	Closed
1189	HM Harvest Management New York	$0	-$753K	0	–	Closed
1190	HCA Heck Capital Advisors Rhinelander, Wisconsin	$0	-$300K	0	–	Closed
1191	Hennessy Advisors Inc Novato, California	$0	-$163K	0	–	Closed
1192	HIS Horizon Investment Services Hammond, Indiana	$0	-$250K	0	–	Closed
1193	IC Inscription Capital Houston, Texas	$0	-$1.6M	0	–	Closed
1194	IAM Iridian Asset Management Westport, Connecticut	$0	-$697K	0	–	Closed
1195	IHWM Iron Horse Wealth Management Johston, Iowa	$0	$0	0	–	Closed
1196	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$5.14M	0	–	Closed
1197	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$59K	0	–	Closed
1198	KIA KCM Investment Advisors Greenbrae, California	$0	-$210K	0	–	Closed
1199	KSCM Key Square Capital Management Stamford, Connecticut	$0	-$7.73M	0	–	Closed
1200	LWM Laidlaw Wealth Management New York City, New York	$0	-$44K	0	–	Closed