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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
1626	OWA Opal Wealth Advisors Jericho, New York	$0	-$112K	0	–	Closed
1627	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$0	-$4.06M	0	–	Closed
1628	PTC Petrus Trust Company Dallas, Texas	$0	-$696K	0	–	Closed
1629	PFC Phocas Financial Corp Alameda, California	$0	-$5.13M	0	–	Closed
1630	PI Point72 Italy Milan, Italy	$0	-$1.08M	0	–	Closed
1631	PC Promus Capital Chicago, Illinois	$0	-$41K	0	–	Closed
1632	PFG Putney Financial Group San Rafael, California	$0	-$285	0	–	Closed
1633	RCM Raleigh Capital Management Cary, North Carolina	$0	-$2.06K	0	–	Closed
1634	RCM Ratan Capital Management Miami Beach, Florida	$0	-$1.14M	0	–	Closed
1635	RA Rational Advisors Huntington, New York	$0	-$179K	0	–	Closed
1636	Readystate Asset Management Chicago, Illinois	$0	-$2.7M	0	–	Closed
1637	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$9.81K	0	–	Closed
1638	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	1	0%	Maintained
1639	SC Sawyer & Company Boston, Massachusetts	$0	-$11.8K	0	–	Closed
1640	SM Sciencast Management Princeton, New Jersey	$0	-$547K	0	–	Closed
1641	SC Shellback Capital Boston, Massachusetts	$0	-$23.1M	0	–	Closed
1642	SO Sierra Ocean Ripon, California	$0	-$14K	0	–	Closed
1643	SPW Sonoma Private Wealth Sonoma, California	$0	-$193K	0	–	Closed
1644	SEP Southland Equity Partners Wildwood, Missouri	$0	-$321K	0	–	Closed
1645	SFG Sovereign Financial Group Stamford, Connecticut	$0	-$287K	0	–	Closed
1646	SST S Squared Technology New York	$0	-$951K	0	–	Closed
1647	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$5.94M	0	–	Closed
1648	SC Stephens Consulting Flint, Michigan	$0	-$5.08K	0	–	Closed
1649	SWM StoneCrest Wealth Management Chandler, Arizona	$0	-$755K	0	–	Closed
1650	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$160K	0	–	Closed