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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
626	MC Moors & Cabot Boston, Massachusetts	$0	-$91K	0	–	Closed
627	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
628	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$3.84M	0	–	Closed
629	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$0	$0	1	0%	Maintained
630	One Capital Management Westlake Village, California	$0	-$1K	0	–	Closed
631	Paradigm Capital Management Inc Albany, New York	$0	-$338K	0	–	Closed
632	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$1.11M	0	–	Closed
633	PCM Portolan Capital Management Boston, Massachusetts	$0	-$4.95M	0	–	Closed
634	PTC Private Trust Company Cleveland, Ohio	$0	-$20K	0	–	Closed
635	Putnam Investments Boston, Massachusetts	$0	-$1.61M	0	–	Closed
636	QCMC Quantum Capital Management (California) San Francisco, California	$0	-$202K	0	–	Closed
637	QIM Quest Investment Management Lake Oswego, Oregon	$0	-$299K	0	–	Closed
638	RSCM Rail-Splitter Capital Management Chicago, Illinois	$0	-$5.53M	0	–	Closed
639	Regions Financial Corp Birmingham, Alabama	$0	-$618K	0	–	Closed
640	SM Senvest Management New York	$0	-$1.53M	0	–	Closed
641	SRFM Shannon River Fund Management New York	$0	-$2.35M	0	–	Closed
642	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$680K	0	–	Closed
643	Smithfield Trust Pittsburgh, Pennsylvania	$0	-$2K	0	–	Closed
644	Soros Fund Management New York	$0	-$7.47M	0	–	Closed
645	SIM SSI Investment Management Los Angeles, California	$0	-$3K	0	–	Closed
646	STIA Stone Toro Investment Advisers Princeton, New Jersey	$0	-$95K	0	–	Closed
647	SCM Symons Capital Management Pittsburgh, Pennsylvania	$0	-$122K	0	–	Closed
648	TCM Tekne Capital Management New York	$0	-$43M	0	–	Closed
649	Thornburg Investment Management Santa Fe, New Mexico	$0	-$55.5M	0	–	Closed
650	UBS O'Connor Chicago, Illinois	$0	-$8.73M	0	–	Closed