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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	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$99K	0	–	Closed
1177	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$0	-$4K	0	–	Closed
1178	JGC J. Goldman & Co New York	$0	-$2.16M	0	–	Closed
1179	JMF Johnson Midwest Financial Glidden, Iowa	$0	$0	1	0%	Maintained
1180	JWBC John W. Brooker & Co Oakland, California	$0	-$1K	0	–	Closed
1181	JWCA J.W. Cole Advisors Tampa, Florida	$0	-$59K	0	–	Closed
1182	KFS Kaizen Financial Strategies Campbell, California	$0	-$43K	0	–	Closed
1183	KHCM Kettle Hill Capital Management New York	$0	-$1.38M	0	–	Closed
1184	KCM KRS Capital Management Bloomfield, Michigan	$0	-$272K	0	–	Closed
1185	LFA Legacy Financial Advisors Covington, Kentucky	$0	-$73K	0	–	Closed
1186	MCM Maytus Capital Management New York	$0	-$1.5M	0	–	Closed
1187	MFA McClarren Financial Advisors State College, Pennsylvania	$0	+$317	2	0%	Increased
1188	MAM Meeder Asset Management Dublin, Ohio	$0	-$38K	0	–	Closed
1189	MI MMCAP International Grand Cayman, Cayman Islands	$0	-$448K	0	–	Closed
1190	MWA Moser Wealth Advisors Bellevue, Washington	$0	-$1K	0	–	Closed
1191	MUFG Americas New York	$0	-$7K	0	–	Closed
1192	NPIC Neumeier Poma Investment Counsel Carmel, California	$0	-$19M	0	–	Closed
1193	ODG O'Dell Group Cincinnati, Ohio	$0	-$26K	0	–	Closed
1194	Old Mission Capital Chicago, Illinois	$0	-$143K	0	–	Closed
1195	OCM Orion Capital Management Coronado, California	$0	-$129K	0	–	Closed
1196	Parallax Volatility Advisers San Francisco, California	$0	-$40K	0	–	Closed
1197	PCC Park Circle Company Baltimore, Maryland	$0	-$35K	0	–	Closed
1198	PP PDS Planning Dublin, Ohio	$0	-$89K	0	–	Closed
1199	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$0	$0	0	–	Closed
1200	PPWM PFG Private Wealth Management Lutz, Florida	$0	$0	1	0%	Maintained