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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
2526	KC Kadensa Capital Central, Hong Kong	$0	-$7.68M	0	–	Closed
2527	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$0	-$11.6K	0	–	Closed
2528	LSCM Light Street Capital Management Palo Alto, California	$0	-$2.03M	0	–	Closed
2529	Lone Pine Capital Greenwich, Connecticut	$0	-$314M	0	–	Closed
2530	LOM LTS One Management New York	$0	-$827K	0	–	Closed
2531	MC Machina Capital Paris, France	$0	-$415K	0	–	Closed
2532	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$10.8M	0	–	Closed
2533	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$0	-$794K	0	–	Closed
2534	MIG Mariner Investment Group Harrison, New York	$0	-$666K	0	–	Closed
2535	Masters Capital Management Atlanta, Georgia	$0	-$16.1M	0	–	Closed
2536	MTC Matrix Trust Company Denver, Colorado	$0	-$12K	0	–	Closed
2537	MHS M Holdings Securities Portland, Oregon	$0	-$672K	0	–	Closed
2538	MCM Militia Capital Management Austin, Texas	$0	-$2.41M	0	–	Closed
2539	MI MMCAP International Grand Cayman, Cayman Islands	$0	-$8.87M	0	–	Closed
2540	MAM Monaco Asset Management Monaco	$0	-$1M	0	–	Closed
2541	MIM Monashee Investment Management Boston, Massachusetts	$0	-$1.19M	0	–	Closed
2542	MM Monolith Management Hong Kong	$0	-$4.09M	0	–	Closed
2543	MA MYDA Advisors Woodmere, New York	$0	-$3.17M	0	–	Closed
2544	NWWA New Wave Wealth Advisors Springdale, Arkansas	$0	-$806K	0	–	Closed
2545	NIMC Nierenberg Investment Management Company Camas, Washington	$0	-$1.17M	0	–	Closed
2546	Oaktree Capital Management Los Angeles, California	$0	-$141M	0	–	Closed
2547	OCM Octahedron Capital Management Burlingame, California	$0	-$9.23M	0	–	Closed
2548	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	$0	2	0%	Maintained
2549	OR Olympiad Research Stamford, Connecticut	$0	-$231K	0	–	Closed
2550	OFG OmniStar Financial Group Wilmington, North Carolina	$0	-$202K	0	–	Closed