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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	GIA GHP Investment Advisors Denver, Colorado	$0	+$166	1	0%	New
1278	Glazer Capital LLC New York	$0	-$6.09M	0	–	Closed
1279	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$0	-$203K	0	–	Closed
1280	GF Goodman Financial Houston, Texas	$0	-$2.99M	0	–	Closed
1281	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$703K	0	–	Closed
1282	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$0	+$33	1	0%	New
1283	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$0	-$1.25M	0	–	Closed
1284	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$0	-$3K	0	–	Closed
1285	Heritage Wealth Advisors Richmond, Virginia	$0	-$4K	0	–	Closed
1286	HWA HHM Wealth Advisors Chattanooga, Tennessee	$0	-$2K	0	–	Closed
1287	IA IFS Advisors Overland Park, Kansas	$0	$0	1	0%	Maintained
1288	Ingalls & Snyder LLC New York	$0	-$242K	0	–	Closed
1289	IC Inscription Capital Houston, Texas	$0	-$102K	0	–	Closed
1290	I2I Insight 2811 Inc Chicago, Illinois	$0	-$279K	0	–	Closed
1291	IAG Investmark Advisory Group Shelton, Connecticut	$0	-$3K	0	–	Closed
1292	IPW IronBridge Private Wealth Austin, Texas	$0	-$31K	0	–	Closed
1293	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$245K	0	–	Closed
1294	JIR James Investment Research Alpha, Ohio	$0	-$89K	0	–	Closed
1295	JRFS James Reed Financial Services Cleveland, Ohio	$0	-$1K	0	–	Closed
1296	Jefferies Group New York	$0	-$3.1M	0	–	Closed
1297	JGC J. Goldman & Co New York	$0	-$6.75M	0	–	Closed
1298	JMF Johnson Midwest Financial Glidden, Iowa	$0	$0	1	0%	Maintained
1299	KM Kalos Management Alpharetta, Georgia	$0	-$2.54M	0	–	Closed
1300	KSCM Kamunting Street Capital Management Miami Beach, Florida	$0	-$342K	0	–	Closed