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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	FAM Flaharty Asset Management Clearwater, Florida	$0	-$115K	0	–	Closed
1427	FC FORA Capital Miami, Florida	$0	-$3.23M	0	–	Closed
1428	FG Formula Growth Montreal, Quebec, Canada	$0	-$768K	0	–	Closed
1429	GFPC Global Financial Private Client Sarasota, Florida	$0	-$3.14K	0	–	Closed
1430	GCM Glynn Capital Management Menlo Park, California	$0	-$4.67K	0	–	Closed
1431	GP Greenline Partners New York	$0	-$302	0	–	Closed
1432	GS GWN Securities Palm Beach Gardens, Florida	$0	-$4.73M	0	–	Closed
1433	HBK Sorce Advisory Erie, Pennsylvania	$0	-$266K	0	–	Closed
1434	HCP Hexagon Capital Partners Rogers, Arkansas	$0	-$41K	0	–	Closed
1435	HWA HHM Wealth Advisors Chattanooga, Tennessee	$0	-$182	0	–	Closed
1436	Ilex Capital Partners London, United Kingdom	$0	-$2.57M	0	–	Closed
1437	I InceptionR Lafayette, California	$0	-$605K	0	–	Closed
1438	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$0	-$1.18M	0	–	Closed
1439	JCM JAT Capital Management Greenwich, Connecticut	$0	-$430K	0	–	Closed
1440	JWM JGP Wealth Management Bend, Oregon	$0	-$53.1K	0	–	Closed
1441	Junto Capital Management New York	$0	-$21M	0	–	Closed
1442	KFP Keener Financial Planning Keller, Texas	$0	$0	1	0%	Maintained
1443	KTC Kentucky Trust Company Danville, Kentucky	$0	-$69	0	–	Closed
1444	Kestra Investment Management Austin, Texas	$0	-$2.5K	0	–	Closed
1445	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$0	-$747	0	–	Closed
1446	LFA Legacy Financial Advisors Covington, Kentucky	$0	-$67.8K	0	–	Closed
1447	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$0	-$2.73K	0	–	Closed
1448	LK Lumbard & Kellner Hollis, New Hampshire	$0	-$3.56M	0	–	Closed
1449	MGM Manchester Global Management London, United Kingdom	$0	-$7.89M	0	–	Closed
1450	MP Mangrove Partners Greenwich, Connecticut	$0	-$428K	0	–	Closed