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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
1276	FFC Fure Financial Corporation Bloomington, Minnesota	$0	$0	1	0%	Maintained
1277	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$0	-$5K	0	–	Closed
1278	Global Retirement Partners San Rafael, California	$0	-$179K	0	–	Closed
1279	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$0	-$7K	0	–	Closed
1280	GC Globeflex Capital San Diego, California	$0	-$1K	0	–	Closed
1281	GC GMT Capital Atlanta, Georgia	$0	-$483K	0	–	Closed
1282	GIA Goodwin Investment Advisory Woodstock, Georgia	$0	-$2K	0	–	Closed
1283	HS HighVista Strategies Boston, Massachusetts	$0	-$92K	0	–	Closed
1284	Hudson Bay Capital Management Stamford, Connecticut	$0	-$5.29M	0	–	Closed
1285	IRF IBM Retirement Fund Armonk, New York	$0	-$223K	0	–	Closed
1286	IA Icon Advisers Greenwood Village, Colorado	$0	-$4.21M	0	–	Closed
1287	IA IFS Advisors Overland Park, Kansas	$0	+$933	1	0%	New
1288	IMC Chicago Chicago, Illinois	$0	-$528K	0	–	Closed
1289	ICP Indus Capital Partners New York	$0	-$13.4M	0	–	Closed
1290	JCM Jacobi Capital Management Pittston, Pennsylvania	$0	-$194K	0	–	Closed
1291	JWM JGP Wealth Management Bend, Oregon	$0	-$55K	0	–	Closed
1292	Kovitz Investment Group Partners Chicago, Illinois	$0	-$3.6M	0	–	Closed
1293	KIG Kowal Investment Group Brookfield, Wisconsin	$0	-$10K	0	–	Closed
1294	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1295	LWM Liberty Wealth Management Oakland, California	$0	-$17K	0	–	Closed
1296	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	0	–	Closed
1297	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
1298	MCF Advisors Covington, Kentucky	$0	-$5K	0	–	Closed
1299	M&G Investment Management London, United Kingdom	$0	-$6.25M	0	–	Closed
1300	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$542K	0	–	Closed