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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	MAM Mastrapasqua Asset Management Nashville, Tennessee	$0	-$3.51M	0	–	Closed
1177	Maven Securities St Helier, Jersey	$0	-$4.57M	0	–	Closed
1178	Maverick Capital Dallas, Texas	$0	-$7.18M	0	–	Closed
1179	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained
1180	MFG Mendota Financial Group Madison, Wisconsin	$0	-$111K	0	–	Closed
1181	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$0	-$15.6M	0	–	Closed
1182	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$1.21M	0	–	Closed
1183	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$0	-$273K	0	–	Closed
1184	MCI MRP Capital Investments Alpharetta, Georgia	$0	-$4.91K	0	–	Closed
1185	MA Mutual Advisors Omaha, Nebraska	$0	-$59.9K	0	–	Closed
1186	MCM MV Capital Management Bethesda, Maryland	$0	-$1.85K	0	–	Closed
1187	NERM New England Research & Management Chicago, Illinois	$0	-$264K	0	–	Closed
1188	NIG NFJ Investment Group Dallas, Texas	$0	-$3.89M	0	–	Closed
1189	NL NKCFO LLC Geneva, Illinois	$0	-$63K	0	–	Closed
1190	OTL Oak Thistle LLC New York	$0	-$320K	0	–	Closed
1191	OCM Orion Capital Management Coronado, California	$0	-$26.1K	0	–	Closed
1192	PA Paralel Advisors Denver, Colorado	$0	-$1.57M	0	–	Closed
1193	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$6.04M	0	–	Closed
1194	P Pitcairn Conshohocken, Pennsylvania	$0	-$443K	0	–	Closed
1195	Plancorp LLC Saint Louis, Missouri	$0	-$133K	0	–	Closed
1196	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$0	-$602K	0	–	Closed
1197	Procyon Advisors Shelton, Connecticut	$0	-$203K	0	–	Closed
1198	RCAP Resolute Capital Asset Partners Denver, Colorado	$0	-$4.67M	0	–	Closed
1199	Robeco Institutional Asset Management Rotterdam, Netherlands	$0	-$92K	0	–	Closed
1200	Robertson Stephens Wealth Management San Francisco, California	$0	-$98.8K	0	–	Closed