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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	SWA SOA Wealth Advisors New York	$0	$0	2	0%	Maintained
1252	SA Springowl Associates New York	$0	-$547K	0	–	Closed
1253	SIA Strategic Investment Advisors Farmington Hills, Michigan	$0	-$477K	0	–	Closed
1254	SWP Strategic Wealth Partners Independence, Ohio	$0	-$372K	0	–	Closed
1255	SAM Strategy Asset Managers Pasadena, California	$0	-$209K	0	–	Closed
1256	SGI Summit Global Investments Bountiful, Utah	$0	-$607K	0	–	Closed
1257	SXL Summit X LLC Chesterfield, Missouri	$0	-$337K	0	–	Closed
1258	SSC Syverson Strege & Co West Des Moines, Iowa	$0	$0	0	–	Closed
1259	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1260	TPCM Three Peaks Capital Management Castle Rock, Colorado	$0	-$1.86M	0	–	Closed
1261	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	-$411K	0	–	Closed
1262	TVWM Tower View Wealth Management Shorewood, Wisconsin	$0	$0	0	–	Closed
1263	TMC Trellus Management Company Delray Beach, Florida	$0	-$1.06M	0	–	Closed
1264	TC TwinBeech Capital Purchase, New York	$0	-$2.93M	0	–	Closed
1265	VWM Valley Wealth Managers Paramus, New Jersey	$0	-$546K	0	–	Closed
1266	VRM Vectors Research Management New York	$0	$0	1	0%	Maintained
1267	VFM Vivid Financial Management Orcutt, California	$0	-$396K	0	–	Closed
1268	VFA Voya Financial Advisors Windsor, Connecticut	$0	-$257K	0	–	Closed
1269	Walleye Capital New York	$0	-$222K	0	–	Closed
1270	WHP Washington Harbour Partners Arlington, Virginia	$0	-$6.73M	0	–	Closed
1271	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	-$123K	0	–	Closed
1272	WIA Wealthstreet Investment Advisors Dallas, Texas	$0	-$241K	0	–	Closed
1273	WCA Windsor Creek Advisors Bethel, Vermont	$0	-$1.29M	0	–	Closed
1274	WIS Wright Investors Service Shelton, Connecticut	$0	-$855K	0	–	Closed
1275	XS XR Securities Chicago, Illinois	$0	-$190K	0	–	Closed