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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	LWP Laurel Wealth Planning Edina, Minnesota	$0	$0	1	0%	Maintained
1202	Laurion Capital Management New York	$0	-$18.7M	0	–	Closed
1203	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1204	LCG Lisanti Capital Growth New York	$0	-$7.29M	0	–	Closed
1205	LCM Logan Capital Management Newtown Square, Pennsylvania	$0	-$1K	0	–	Closed
1206	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$8.69M	0	–	Closed
1207	Lord, Abbett & Co Jersey City, New Jersey	$0	-$33.1M	0	–	Closed
1208	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
1209	LIA LS Investment Advisors Bloomfield Hills, Michigan	$0	-$1.22M	0	–	Closed
1210	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	$0	0	–	Closed
1211	MSL Mackay Shields LLC New York	$0	-$2.45M	0	–	Closed
1212	MF Manchester Financial Westlake Village, California	$0	-$9K	0	–	Closed
1213	MC Maplelane Capital New York	$0	-$2.94M	0	–	Closed
1214	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$2.15M	0	–	Closed
1215	Martingale Asset Management Boston, Massachusetts	$0	-$285K	0	–	Closed
1216	Massachusetts Financial Services Boston, Massachusetts	$0	-$610K	0	–	Closed
1217	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
1218	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$29	1	0%	Reduced
1219	MAM Melqart Asset Management London, United Kingdom	$0	-$32.4M	0	–	Closed
1220	MWP Meridian Wealth Partners Exton, Pennsylvania	$0	-$58K	0	–	Closed
1221	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$3.17M	0	–	Closed
1222	MMG Monetary Management Group St Louis, Missouri	$0	-$91K	0	–	Closed
1223	Moore Capital Management New York	$0	-$4.33M	0	–	Closed
1224	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$0	-$8K	0	–	Closed
1225	MA Mutual Advisors Omaha, Nebraska	$0	-$69K	0	–	Closed