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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	HF Halpern Financial Ashburn, Virginia	$0	-$1.78K	0	–	Closed
1177	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$0	-$10K	0	–	Closed
1178	HT HAP Trading New York	$0	-$568K	0	–	Closed
1179	HA Havens Advisors New York	$0	-$3M	0	–	Closed
1180	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$0	$0	1	0%	Maintained
1181	HBK Investments Dallas, Texas	$0	-$2.43M	0	–	Closed
1182	HIG Heritage Investment Group Pompano Beach, Florida	$0	-$225K	0	–	Closed
1183	HT HighTower Trust Houston, Texas	$0	-$515K	0	–	Closed
1184	HRC Hoertkorn Richard Charles	$0	+$15	1	0%	New
1185	HCM Hollencrest Capital Management Newport Beach, California	$0	-$70K	0	–	Closed
1186	HS Horan Securities Cincinnati, United States	$0	+$19	1	0%	New
1187	Hudson Bay Capital Management Stamford, Connecticut	$0	-$4.98M	0	–	Closed
1188	IA IFS Advisors Overland Park, Kansas	$0	$0	1	0%	Maintained
1189	IHWM Iron Horse Wealth Management Johston, Iowa	$0	$0	0	–	Closed
1190	JWM Jeppson Wealth Management Manhattan Beach, California	$0	-$21K	0	–	Closed
1191	JMF Johnson Midwest Financial Glidden, Iowa	$0	$0	1	0%	Maintained
1192	KC Kryger Capital London, United Kingdom	$0	-$3.21M	0	–	Closed
1193	LG LaFleur & Godfrey Grand Rapids, Michigan	$0	-$2.61M	0	–	Closed
1194	LCM Landscape Capital Management Englewood, New Jersey	$0	-$2.18M	0	–	Closed
1195	Laurion Capital Management New York	$0	-$1.74M	0	–	Closed
1196	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1197	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$0	-$203K	0	–	Closed
1198	LCM Logan Capital Management Newtown Square, Pennsylvania	$0	-$15.6K	1	0%	Reduced
1199	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$1.53M	0	–	Closed
1200	Lord, Abbett & Co Jersey City, New Jersey	$0	-$60.6M	0	–	Closed