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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
1226	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	+$82	1	0%	New
1227	MFG Magnus Financial Group New York	$0	-$318K	0	–	Closed
1228	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$416K	0	–	Closed
1229	MSA Mason Street Advisors Milwaukee, Wisconsin	$0	-$12.7M	0	–	Closed
1230	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
1231	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained
1232	Menora Mivtachim Holdings Ramat Gan, Israel	$0	-$75M	0	–	Closed
1233	MCC Money Concepts Capital Palm Beach Gardens, Florida	$0	-$476K	0	–	Closed
1234	NCM New Capital Management Houston, Texas	$0	+$88	1	0%	New
1235	NM Newtyn Management New York	$0	-$2.69M	0	–	Closed
1236	NSB Norway Savings Bank Portland, Maine	$0	-$3K	1	0%	Reduced
1237	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$137K	0	–	Closed
1238	OIM Oder Investment Management Woodland Hills, California	$0	-$3K	0	–	Closed
1239	ONST Old North State Trust Greensboro, North Carolina	$0	-$5K	0	–	Closed
1240	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	$0	0	–	Closed
1241	OneDigital Investment Advisors Overland Park, Kansas	$0	-$9.24M	0	–	Closed
1242	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$712K	0	–	Closed
1243	PWAM Park West Asset Management San Francisco, California	$0	-$18.9M	0	–	Closed
1244	&Partners Nashville, Tennessee	$0	-$166K	0	–	Closed
1245	PFM Patton Fund Management Dallas, Texas	$0	-$47K	0	–	Closed
1246	PCA Peddock Capital Advisors Braintree, Massachusetts	$0	-$2K	0	–	Closed
1247	PineBridge Investments New York	$0	-$5K	0	–	Closed
1248	PIA Pinion Investment Advisors Wichita, Kansas	$0	-$381K	0	–	Closed
1249	POIA Pin Oak Investment Advisors Houston, Texas	$0	+$209	1	0%	New
1250	PS Planned Solutions Folsom, California	$0	-$67K	0	–	Closed