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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
1251	PM Precept Management Dallas, Texas	$0	-$1.25M	0	–	Closed
1252	PG Proffitt & Goodson Knoxville, Tennessee	$0	-$8K	1	0%	Reduced
1253	QC QCM Cayman Houston, Texas	$0	-$118K	0	–	Closed
1254	QTM qPULA Trading Management New York	$0	-$48K	0	–	Closed
1255	QI Qtron Investments Boston, Massachusetts	$0	-$320K	0	–	Closed
1256	RPWA Regent Peak Wealth Advisors Atlanta, Georgia	$0	-$1K	0	–	Closed
1257	RM Resource Management Metairie, Louisiana	$0	-$61K	0	–	Closed
1258	RMC Resources Management Corp West Hartford, Connecticut	$0	+$159	1	0%	New
1259	RG Retirement Group San Diego, California	$0	$0	0	–	Closed
1260	RF Robbins Farley Bedford, New Hampshire	$0	-$1K	0	–	Closed
1261	RWA Ropes Wealth Advisors Boston, Massachusetts	$0	-$6K	0	–	Closed
1262	SIAG Safeguard Investment Advisory Group Corona, California	$0	-$4K	0	–	Closed
1263	Salem Investment Counselors Winston Salem, North Carolina	$0	+$417	1	0%	New
1264	SAM Secure Asset Management Troy, Michigan	$0	-$529K	0	–	Closed
1265	SFA Semmax Financial Advisors Winston Salem, North Carolina	$0	+$417	1	0%	New
1266	SCM Sirios Capital Management Boston, Massachusetts	$0	-$2.53M	0	–	Closed
1267	SCM Snow Capital Management Sewickley, Pennsylvania	$0	-$421K	0	–	Closed
1268	SWA SOA Wealth Advisors New York	$0	$0	2	0%	Maintained
1269	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$6.11M	0	–	Closed
1270	STB S&T Bank Indiana, Pennsylvania	$0	-$608K	0	–	Closed
1271	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$2.09M	0	–	Closed
1272	SSC Syverson Strege & Co West Des Moines, Iowa	$0	+$13	1	0%	New
1273	Thompson Siegel & Walmsley Richmond, Virginia	$0	+$334	1	0%	New
1274	TVWM Tower View Wealth Management Shorewood, Wisconsin	$0	+$138	1	0%	New
1275	TPWA TRUE Private Wealth Advisors Salem, Oregon	$0	-$76K	0	–	Closed