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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
1401	HGA Hobbs Group Advisors Columbia, South Carolina	$0	-$861	0	–	Closed
1402	HC Hoese & Co Glencoe, Minnesota	$0	-$28.5K	0	–	Closed
1403	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$0	-$82.4K	0	–	Closed
1404	IC Innealta Capital Austin, Texas	$0	-$210K	0	–	Closed
1405	KFP Keener Financial Planning Keller, Texas	$0	$0	1	0%	Maintained
1406	KLCMU Kite Lake Capital Management (UK) London, United Kingdom	$0	-$17.5M	0	–	Closed
1407	MIM Macroview Investment Management Bethesda, Maryland	$0	-$31	0	–	Closed
1408	Masters Capital Management Atlanta, Georgia	$0	-$7.89M	0	–	Closed
1409	MSAM Moloney Securities Asset Management Manchester, Missouri	$0	-$1.42M	0	–	Closed
1410	MNBTD Moody National Bank Trust Division Galveston, Texas	$0	-$549K	0	–	Closed
1411	M MOTCO San Antonio, Texas	$0	-$23.2K	0	–	Closed
1412	MM MQS Management New York	$0	-$178K	0	–	Closed
1413	Natixis Paris, France	$0	-$328	0	–	Closed
1414	NS NBC Securities Birmingham, Alabama	$0	-$34K	0	–	Closed
1415	NICM Neo Ivy Capital Management New York	$0	-$256K	0	–	Closed
1416	NFA Northwest Financial Advisors Herndon, Virginia	$0	-$67.2K	0	–	Closed
1417	NC nVerses Capital Wellington, Florida	$0	-$782K	0	–	Closed
1418	OMC Oasis Management Company Grand Cayman, Cayman Islands	$0	-$678K	0	–	Closed
1419	Old Mission Capital Chicago, Illinois	$0	-$580K	0	–	Closed
1420	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$1.18M	0	–	Closed
1421	OAM Ophir Asset Management Sydney, Australia	$0	-$3.07M	0	–	Closed
1422	Park National Corp Newark, Ohio	$0	-$50.2K	0	–	Closed
1423	PCS Personal CFO Solutions Chester, New Jersey	$0	-$28.2K	0	–	Closed
1424	PIA Petredis Investment Advisors Warrendale, Pennsylvania	$0	-$274K	0	–	Closed
1425	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$680K	0	–	Closed