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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	MC Maplelane Capital New York	$0	-$1.39M	0	–	Closed
1227	MCM Marathon Capital Management Hunt Valley, Maryland	$0	-$49.4K	0	–	Closed
1228	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$377K	0	–	Closed
1229	MHR Matthew Hamilton Rosenberg	$0	-$11.6K	0	–	Closed
1230	MFA McClarren Financial Advisors State College, Pennsylvania	$0	-$104	1	0%	Reduced
1231	MLICM Metropolitan Life Insurance Company (MetLife) New York	$0	-$518K	0	–	Closed
1232	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$0	-$10.9K	0	–	Closed
1233	MAM MMA Asset Management Conshohocken, Pennsylvania	$0	-$47	0	–	Closed
1234	Modera Wealth Management Westwood, New Jersey	$0	-$2.27M	0	–	Closed
1235	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$2.85K	0	–	Closed
1236	New York Life Investment Management New York	$0	-$359K	0	–	Closed
1237	Nishkama Capital LLC Dorado, Puerto Rico	$0	-$6.75M	0	–	Closed
1238	NCM Northwest Capital Management Lake Oswego, Oregon	$0	-$354	0	–	Closed
1239	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	-$3.51K	0	–	Closed
1240	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$446K	0	–	Closed
1241	PL Polianta Ltd St Helier, Jersey	$0	-$1.02M	0	–	Closed
1242	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$120K	0	–	Closed
1243	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$0	-$800K	0	–	Closed
1244	QCM Qsemble Capital Management New York	$0	-$1.1M	0	–	Closed
1245	RF Robbins Farley Bedford, New Hampshire	$0	-$2.58K	0	–	Closed
1246	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	+$60	1	0%	New
1247	RBC Romano Brothers & Co Evanston, Illinois	$0	-$1.01M	0	–	Closed
1248	RWA Wealth Partners Newton, Massachusetts	$0	-$54.9K	0	–	Closed
1249	SageView Advisory Group Newport Beach, California	$0	-$201K	0	–	Closed
1250	SWM Sanctuary Wealth Management Pocatello, Idaho	$0	-$1.04K	0	–	Closed