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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	Meitav Investment House Bene-Beraq, Israel	$0	-$2.4M	0	–	Closed
1177	MAP Milestone Advisory Partners Southern Pines, North Carolina	$0	-$239K	0	–	Closed
1178	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$439K	0	–	Closed
1179	NA Navellier & Associates Reno, Nevada	$0	-$982K	0	–	Closed
1180	Old Mission Capital Chicago, Illinois	$0	-$11M	0	–	Closed
1181	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$0	-$3K	0	–	Closed
1182	PC Permanens Capital New York	$0	-$7K	0	–	Closed
1183	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$8K	0	–	Closed
1184	PPWM PFG Private Wealth Management Lutz, Florida	$0	+$168	1	0%	New
1185	PIA Pinion Investment Advisors Wichita, Kansas	$0	-$210K	0	–	Closed
1186	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$0	-$72K	0	–	Closed
1187	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained
1188	Prudential plc London, England, United Kingdom	$0	-$689K	0	–	Closed
1189	Putnam Investments Boston, Massachusetts	$0	-$7.8M	0	–	Closed
1190	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$324K	0	–	Closed
1191	Reinhart Partners Mequon, Wisconsin	$0	-$16.8M	0	–	Closed
1192	RMC Resources Management Corp West Hartford, Connecticut	$0	+$35	1	0%	New
1193	RG Retirement Group San Diego, California	$0	-$21K	0	–	Closed
1194	Robeco Institutional Asset Management Rotterdam, Netherlands	$0	-$390K	0	–	Closed
1195	SRC Sage Rhino Capital Menlo Park, California	$0	-$54K	0	–	Closed
1196	SCF Sante Capital Fund Austin, Texas	$0	-$474K	0	–	Closed
1197	SM Sciencast Management Princeton, New Jersey	$0	-$2.29M	0	–	Closed
1198	SWM Segment Wealth Management Houston, Texas	$0	-$608K	0	–	Closed
1199	SWM Selective Wealth Management Forest, Virginia	$0	$0	1	0%	Maintained
1200	Sequoia Financial Advisors Akron, Ohio	$0	-$176K	0	–	Closed