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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	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1302	LWA Lenox Wealth Advisors New York	$0	-$1K	0	–	Closed
1303	LFG Leverty Financial Group Hudson, Wisconsin	$0	-$1K	0	–	Closed
1304	LWP Lumature Wealth Partners Alpharetta, Georgia	$0	-$11K	0	–	Closed
1305	LM Luminus Management Houston, Texas	$0	-$1.05M	0	–	Closed
1306	MFG Magnus Financial Group New York	$0	-$203K	0	–	Closed
1307	MC Maplelane Capital New York	$0	-$2.73M	0	–	Closed
1308	MTWM Masso Torrence Wealth Management Marlton, New Jersey	$0	-$85K	0	–	Closed
1309	Masters Capital Management Atlanta, Georgia	$0	-$12.4M	0	–	Closed
1310	MPM MBB Public Markets Chicago, Illinois	$0	-$125K	0	–	Closed
1311	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	1	0%	Maintained
1312	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained
1313	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$1.95M	0	–	Closed
1314	MAP Milestone Advisory Partners Southern Pines, North Carolina	$0	-$225K	0	–	Closed
1315	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$1.36M	0	–	Closed
1316	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$0	-$13K	0	–	Closed
1317	MFAM Motley Fool Asset Management Alexandria, Virginia	$0	-$3K	0	–	Closed
1318	MAM Mystic Asset Management Warwick, Rhode Island	$0	$0	0	–	Closed
1319	NICM Neo Ivy Capital Management New York	$0	-$204K	0	–	Closed
1320	OTL Oak Thistle LLC New York	$0	-$650K	0	–	Closed
1321	ODG O'Dell Group Cincinnati, Ohio	$0	-$6K	1	0%	Reduced
1322	OneDigital Investment Advisors Overland Park, Kansas	$0	-$215K	0	–	Closed
1323	PP PDS Planning Dublin, Ohio	$0	-$67K	0	–	Closed
1324	PRC Pearl River Capital Niles, Michigan	$0	-$1.03M	0	–	Closed
1325	Pendal Group Sydney, Australia	$0	-$384K	0	–	Closed