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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	% of Portfolio	Status
1401	LDB Lee, Danner & Bass Nashville, Tennessee	$0	-$9.47K	–	Closed
1402	LFA LGT Financial Advisors Dallas, Texas	$0	-$38.9K	–	Closed
1403	Liontrust Investment Partners London, United Kingdom	$0	-$3.37M	–	Closed
1404	LSA L & S Advisors Los Angeles, California	$0	-$1.77M	–	Closed
1405	LWM Lyell Wealth Management Menlo Park, California	$0	-$284K	–	Closed
1406	MPA Marvin & Palmer Associates Wilmington, Delaware	$0	-$1.93M	–	Closed
1407	MTC Matrix Trust Company Denver, Colorado	$0	-$13K	–	Closed
1408	MPWS McCarter Private Wealth Services Boston, Massachusetts	$0	-$212K	–	Closed
1409	MRP Measured Risk Portfolios San Diego, California	$0	-$25.2K	–	Closed
1410	MAM Meeder Asset Management Dublin, Ohio	$0	-$38.3K	–	Closed
1411	MAM Melqart Asset Management London, United Kingdom	$0	-$4.23M	–	Closed
1412	MFG Mendota Financial Group Madison, Wisconsin	$0	-$346	–	Closed
1413	Mesirow Financial Investment Management Chicago, Illinois	$0	-$204K	–	Closed
1414	MCM MidAtlantic Capital Management Richmond, Virginia	$0	-$84	–	Closed
1415	MFG MidWestOne Financial Group Iowa City, Iowa	$0	-$1M	–	Closed
1416	MC MIG Capital Newport Beach, California	$0	-$1M	–	Closed
1417	MCP Militia Capital Partners Las Vegas, Nevada	$0	-$1.03M	–	Closed
1418	MWM Mindset Wealth Management Indianapolis, Indiana	$0	-$225K	–	Closed
1419	MFS Mirabella Financial Services London, United Kingdom	$0	-$1M	–	Closed
1420	MA Modus Advisors Excelsior, Minnesota	$0	-$10.7K	–	Closed
1421	MPW Monterey Private Wealth Monterey, California	$0	-$60.6K	–	Closed
1422	Moore Capital Management New York	$0	-$32M	–	Closed
1423	MAM Morse Asset Management Darien, Connecticut	$0	-$282K	–	Closed
1424	MFAM Motley Fool Asset Management Alexandria, Virginia	$0	-$216K	–	Closed
1425	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$1.38M	–	Closed