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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
601
GGPS
Gary Goldberg Planning Services
New York
$0 -$12K 0 – Closed
602
GWS
Glassman Wealth Services
Virginia
$0 +$8 1 0% New
603
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$0 -$6.82M 0 – Closed
604
Highbridge Capital Management
Highbridge Capital Management
New York
$0 -$2.83M 0 – Closed
605
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0 -$251K 0 – Closed
606
IMS
Index Management Solutions
Pennsylvania
$0 -$328K 0 – Closed
607
IF
Ironwood Financial
Arizona
$0 +$33 1 0% New
608
JGC
J. Goldman & Co
New York
$0 -$2.32M 0 – Closed
609
JT
Jump Trading
Illinois
$0 -$83.6K 0 – Closed
610
KAM
Keeley Asset Management
Illinois
$0 -$1.84M 0 – Closed
611
KCM
Kingdon Capital Management
New York
$0 -$2.63M 0 – Closed
612
LCP
Lamond Capital Partners
California
$0 -$6.88M 0 – Closed
613
LWM
LBA Wealth Management
Florida
$0 -$2K 0 – Closed
614
MIM
Macroview Investment Management
Maryland
$0 $0 1 0% Maintained
615
MSU
Maple Securities USA
New Jersey
$0 -$420K 0 – Closed
616
MCM
Mason Capital Management
New York
$0 -$172M 0 – Closed
617
MC
Mathes Company
New York
$0 -$176K 0 – Closed
618
Maverick Capital
Maverick Capital
Texas
$0 -$5.65M 0 – Closed
619
MCF Advisors
MCF Advisors
Kentucky
$0 $0 1 0% Maintained
620
MCM
McGlinn Capital Management
Pennsylvania
$0 -$124K 0 – Closed
621
MCG
Meru Capital Group
New York
$0 -$2.12M 0 – Closed
622
MHS
M Holdings Securities
Oregon
$0 -$23K 0 – Closed
623
MCC
Mid Continent Capital
Illinois
$0 -$526K 0 – Closed
624
MPAM
Monarch Partners Asset Management
Massachusetts
$0 -$2.09M 0 – Closed
625
Moore Capital Management
Moore Capital Management
New York
$0 -$872K 0 – Closed