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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	PC Pier Capital Stamford, Connecticut	$0	-$3K	0	–	Closed
1202	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$15K	0	–	Closed
1203	PCM Poehling Capital Management Madison, Wisconsin	$0	-$60K	0	–	Closed
1204	PHK Point72 Hong Kong Hong Kong	$0	-$6.03M	0	–	Closed
1205	Polar Capital Holdings London, United Kingdom	$0	-$314K	0	–	Closed
1206	PFA Professional Financial Advisors North Platte, Nebraska	$0	-$2K	0	–	Closed
1207	Quantinno Capital Management New York	$0	-$63K	0	–	Closed
1208	RIA Realta Investment Advisors Wilmington, Delaware	$0	-$263K	0	–	Closed
1209	RIM Redwood Investment Management Scottsdale, Arizona	$0	-$1.24M	0	–	Closed
1210	RMC Resources Management Corp West Hartford, Connecticut	$0	$0	0	–	Closed
1211	RG Retirement Group San Diego, California	$0	$0	1	0%	Maintained
1212	Ritholtz Wealth Management New York	$0	-$267K	0	–	Closed
1213	Robeco Institutional Asset Management Rotterdam, Netherlands	$0	-$176K	0	–	Closed
1214	SRC Samson Rock Capital London, United Kingdom	$0	-$979K	0	–	Closed
1215	SSI Scott & Selber Inc Houston, Texas	$0	-$798K	0	–	Closed
1216	SWM Selective Wealth Management Forest, Virginia	$0	$0	0	–	Closed
1217	SEC Seven Eight Capital New York	$0	-$1.56M	0	–	Closed
1218	SCM Silvant Capital Management Atlanta, Georgia	$0	-$78K	0	–	Closed
1219	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$77K	0	–	Closed
1220	Stephens Investment Management Group Houston, Texas	$0	-$9.55M	0	–	Closed
1221	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$0	+$5	1	0%	New
1222	SSG Summit Securities Group New York	$0	$0	0	–	Closed
1223	Summit Trail Advisors New York	$0	-$47K	0	–	Closed
1224	TCM Tegean Capital Management New York	$0	-$4.13M	0	–	Closed
1225	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$0	-$214K	0	–	Closed