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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	FFWM Future Financial Wealth Management Cincinnati, Ohio	$0	-$4.6K	0	–	Closed
1202	FFL Future Fund LLC Chicago, Illinois	$0	-$208K	0	–	Closed
1203	FVCM F&V Capital Management Boca Raton, Florida	$0	-$6.7M	0	–	Closed
1204	Giverny Capital Montreal, Quebec, Canada	$0	-$7.08M	0	–	Closed
1205	GFPC Global Financial Private Client Sarasota, Florida	$0	-$96	0	–	Closed
1206	HAM Harber Asset Management Asheville, North Carolina	$0	-$985K	0	–	Closed
1207	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$0	$0	0	–	Closed
1208	HBK Sorce Advisory Erie, Pennsylvania	$0	-$212K	0	–	Closed
1209	HAM Honeycomb Asset Management New York	$0	-$6.21M	0	–	Closed
1210	Horizon Investments Charlotte, North Carolina	$0	-$692	0	–	Closed
1211	iA Global Asset Management Quebec, Quebec, Canada	$0	-$3.9M	0	–	Closed
1212	IGWM ICA Group Wealth Management Denver, Colorado	$0	-$3.54K	0	–	Closed
1213	IDA Intelligence Driven Advisers Carlsbad, California	$0	-$65.8K	0	–	Closed
1214	IP Interval Partners New York	$0	-$606K	0	–	Closed
1215	KI Kapitalo Investimentos Sao Paulo, Brazil	$0	-$237K	0	–	Closed
1216	KFP Keener Financial Planning Keller, Texas	$0	$0	1	0%	Maintained
1217	Korea Investment Corp Seoul, South Korea	$0	-$1.29M	0	–	Closed
1218	LCM Landscape Capital Management Englewood, New Jersey	$0	-$234K	0	–	Closed
1219	LAM LECAP Asset Management London, United Kingdom	$0	-$5.57M	0	–	Closed
1220	LB Legacy Bridge West Des Moines, Iowa	$0	-$54	0	–	Closed
1221	Level Four Advisory Services Dallas, Texas	$0	-$501K	0	–	Closed
1222	LF LifeSteps Financial Claremont, California	$0	-$3.38K	0	–	Closed
1223	Los Angeles Capital Management Los Angeles, California	$0	-$175K	0	–	Closed
1224	Magnetar Financial Evanston, Illinois	$0	-$278K	0	–	Closed
1225	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$1.81M	0	–	Closed