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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
1301	MAM Miria Asset Management St. Julians, Malta	$0	-$831K	0	–	Closed
1302	MA MONECO Advisors Fairfield, Connecticut	$0	-$91K	0	–	Closed
1303	MNBTD Moody National Bank Trust Division Galveston, Texas	$0	-$476K	0	–	Closed
1304	MUFG Securities EMEA London, United Kingdom	$0	-$4.01M	0	–	Closed
1305	MAM Mystic Asset Management Warwick, Rhode Island	$0	+$52	1	0%	New
1306	NERM New England Research & Management Chicago, Illinois	$0	-$311K	0	–	Closed
1307	NM Newtyn Management New York	$0	-$2.27M	0	–	Closed
1308	NIG NFJ Investment Group Dallas, Texas	$0	-$4.25M	0	–	Closed
1309	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$122K	0	–	Closed
1310	OCMI Oaktop Capital Management II Chatham, New Jersey	$0	-$545K	0	–	Closed
1311	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$317K	0	–	Closed
1312	Parallax Volatility Advisers San Francisco, California	$0	-$712K	0	–	Closed
1313	PPWM PFG Private Wealth Management Lutz, Florida	$0	$0	1	0%	Maintained
1314	PCM Pinz Capital Management New York	$0	-$83K	0	–	Closed
1315	PL Polianta Ltd St Helier, Jersey	$0	-$2.52M	0	–	Closed
1316	PAM Premier Asset Management Chicago, Illinois	$0	-$123K	0	–	Closed
1317	PWM Prentice Wealth Management Rochester, New York	$0	-$1K	0	–	Closed
1318	Procyon Advisors Shelton, Connecticut	$0	-$64K	0	–	Closed
1319	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained
1320	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$149K	0	–	Closed
1321	QI Qtron Investments Boston, Massachusetts	$0	-$131K	0	–	Closed
1322	Quadrature Capital London, United Kingdom	$0	-$140K	0	–	Closed
1323	Quilter Plc London, United Kingdom	$0	-$914K	0	–	Closed
1324	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$0	-$255K	0	–	Closed
1325	RMC Resources Management Corp West Hartford, Connecticut	$0	$0	1	0%	Maintained