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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
1376	HCM Hodges Capital Management Dallas, Texas	$0	-$3.93M	0	–	Closed
1377	Hudson Bay Capital Management Stamford, Connecticut	$0	-$7.84M	0	–	Closed
1378	iA Global Asset Management Quebec, Quebec, Canada	$0	-$5.24M	0	–	Closed
1379	IWP IAG Wealth Partners Waukesha, Wisconsin	$0	-$4	0	–	Closed
1380	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$0	-$53	0	–	Closed
1381	Independent Financial Group San Diego, California	$0	-$242K	0	–	Closed
1382	IAS Insigneo Advisory Services Miami, Florida	$0	-$239K	0	–	Closed
1383	IFWM Institute for Wealth Management Denver, Colorado	$0	-$246K	0	–	Closed
1384	IP Intellectus Partners San Francisco, California	$0	-$1.14M	0	–	Closed
1385	IECM Intrinsic Edge Capital Management Chicago, Illinois	$0	-$13.5M	0	–	Closed
1386	IB Intrust Bank Wichita, Kansas	$0	-$236K	0	–	Closed
1387	JIP Jaffetilchin Investment Partners Tampa, Florida	$0	-$315K	0	–	Closed
1388	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$0	-$9.92K	0	–	Closed
1389	Journey Strategic Wealth Summit, New Jersey	$0	-$423K	0	–	Closed
1390	JSL JT Stratford LLC Gainesville, Georgia	$0	-$250K	0	–	Closed
1391	KWM Keebeck Wealth Management Chicago, Illinois	$0	-$308K	0	–	Closed
1392	KFP Keener Financial Planning Keller, Texas	$0	$0	1	0%	Maintained
1393	KI Keystone Investors Singapore	$0	-$45.3M	0	–	Closed
1394	KG Kieckhefer Group Mequon, Wisconsin	$0	-$59.4K	0	–	Closed
1395	Kingswood Wealth Advisors San Diego, California	$0	-$119K	0	–	Closed
1396	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$0	-$2.3M	0	–	Closed
1397	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$0	-$212K	0	–	Closed
1398	KC Knuff & Co Foster City, California	$0	-$75.8K	0	–	Closed
1399	KM KP Management Edina, Minnesota	$0	-$3.36M	0	–	Closed
1400	Laird Norton Wetherby Trust Company Seattle, Washington	$0	-$52.1K	0	–	Closed