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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
1426	PS Planned Solutions Folsom, California	$0	-$4.63K	0	–	Closed
1427	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$662K	0	–	Closed
1428	QPBE Quintet Private Bank (Europe) Luxembourg	$0	-$1.58K	0	–	Closed
1429	RA Rational Advisors Huntington, New York	$0	-$3.15M	0	–	Closed
1430	RCAP Resolute Capital Asset Partners Denver, Colorado	$0	-$3.08M	0	–	Closed
1431	RWM Reston Wealth Management Reston, Virginia	$0	-$1.73K	0	–	Closed
1432	RK Capital Management (Florida) Weston, Florida	$0	-$201K	0	–	Closed
1433	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	1	0%	Maintained
1434	SC Sawyer & Company Boston, Massachusetts	$0	$0	0	–	Closed
1435	SIC Schwartz Investment Counsel Plymouth, Michigan	$0	-$22.8M	0	–	Closed
1436	SEC Seven Eight Capital New York	$0	-$1.72M	0	–	Closed
1437	Stonegate Investment Group Birmingham, Alabama	$0	-$73.9K	0	–	Closed
1438	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$0	-$18.2K	0	–	Closed
1439	Summit Trail Advisors New York	$0	-$76.9K	0	–	Closed
1440	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$0	-$4.18M	0	–	Closed
1441	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$250K	0	–	Closed
1442	TCM TruNorth Capital Management Kalamazoo, Michigan	$0	-$3.11K	0	–	Closed
1443	UCI Uncommon Cents Investing Janesville, Wisconsin	$0	-$1.58K	0	–	Closed
1444	VAM Verity Asset Management Durham, North Carolina	$0	-$288K	0	–	Closed
1445	VIG Vienna Insurance Group Warsaw, Poland	$0	-$4.58M	0	–	Closed
1446	ZIG Zuckerman Investment Group Chicago, Illinois	$0	-$677K	0	–	Closed