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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
1201	HS HighVista Strategies Boston, Massachusetts	$0	-$115K	0	–	Closed
1202	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$0	-$286K	0	–	Closed
1203	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$79.6M	0	–	Closed
1204	HWM Howard Wealth Management Madison, Connecticut	$0	-$39K	0	–	Closed
1205	IA IFS Advisors Overland Park, Kansas	$0	$0	0	–	Closed
1206	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$0	-$5.29M	0	–	Closed
1207	ICM Infini Capital Management Central, Hong Kong	$0	-$748K	0	–	Closed
1208	IMF Infini Master Fund Hong Kong	$0	-$748K	0	–	Closed
1209	Inspire Investing Meridian, Idaho	$0	-$1.25M	0	–	Closed
1210	IAN Integrated Advisors Network Dallas, Texas	$0	-$277K	0	–	Closed
1211	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$0	-$131K	0	–	Closed
1212	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$0	-$39K	0	–	Closed
1213	ICM Ionic Capital Management New York	$0	-$569K	0	–	Closed
1214	IHWM Iron Horse Wealth Management Johston, Iowa	$0	+$121	1	0%	New
1215	ICM Islay Capital Management Lubbock, Texas	$0	-$12K	0	–	Closed
1216	JCIA Jackson Creek Investment Advisors Castle Rock, Colorado	$0	-$756K	0	–	Closed
1217	Kayne Anderson Rudnick Investment Management Los Angeles, California	$0	-$1K	0	–	Closed
1218	KA Kercheville Advisors San Antonio, Texas	$0	-$102K	0	–	Closed
1219	KIG Kessler Investment Group Columbus, Indiana	$0	-$76K	0	–	Closed
1220	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$0	-$386K	0	–	Closed
1221	LWP Laurel Wealth Planning Edina, Minnesota	$0	-$4	1	0%	Reduced
1222	LGA Lebenthal Global Advisors Hauppauge, New York	$0	-$48K	0	–	Closed
1223	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1224	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$0	-$4K	0	–	Closed
1225	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained