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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	Legacy Financial Group (Iowa) Des Moines, Iowa	$0	-$920	0	–	Closed
1177	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$0	-$218K	0	–	Closed
1178	Lincoln National Corp Radnor, Pennsylvania	$0	-$41.6K	0	–	Closed
1179	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$339K	0	–	Closed
1180	LAS LWM Advisory Services Plantation, Florida	$0	-$13.4K	0	–	Closed
1181	LCM Lynwood Capital Management Toronto, Ontario, Canada	$0	-$653K	0	–	Closed
1182	MAP Managed Asset Portfolios Rochester, Michigan	$0	-$13.1M	0	–	Closed
1183	MFA McClarren Financial Advisors State College, Pennsylvania	$0	+$3	1	0%	Increased
1184	MIA Milestone Investment Advisors Middleton, Wisconsin	$0	-$1.63K	0	–	Closed
1185	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$0	-$101K	0	–	Closed
1186	Mount Yale Investment Advisors Denver, Colorado	$0	-$608K	0	–	Closed
1187	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$1.47M	0	–	Closed
1188	NG Norden Group Provo, Utah	$0	-$339K	0	–	Closed
1189	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$0	-$71K	0	–	Closed
1190	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$400K	0	–	Closed
1191	Oversea-Chinese Banking Corp (OCBC) Singapore	$0	-$3.41M	0	–	Closed
1192	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$0	-$565K	0	–	Closed
1193	PI PFG Investments Woodbury, New York	$0	-$505K	0	–	Closed
1194	PPWM PFG Private Wealth Management Lutz, Florida	$0	-$161K	0	–	Closed
1195	PB Pinnacle Bancorp Beatrice, Nebraska	$0	-$12.4K	0	–	Closed
1196	PWMAG Pinnacle Wealth Management Advisory Group Red Bank, New Jersey	$0	-$217K	0	–	Closed
1197	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$0	-$91.1K	0	–	Closed
1198	PIM Platinum Investment Management Sydney Australia 2000, Australia	$0	-$1.61M	0	–	Closed
1199	PWG Portside Wealth Group Provo, Utah	$0	-$264K	0	–	Closed
1200	QCM Qsemble Capital Management New York	$0	-$2.83M	0	–	Closed