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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
651
RCM
Reynolds Capital Management
Nevada
$0 -$322K 0 – Closed
652
RI
RWWM Inc
California
$0 -$6.96M 0 – Closed
653
SC
Saiers Capital
New York
$0 -$108K 0 – Closed
654
SFSIG
San Francisco Sentry Investment Group
California
$0 -$4K 0 – Closed
655
SFP
Santa Fe Partners
New Mexico
$0 -$122K 0 – Closed
656
SH
Scepter Holdings
Texas
$0 -$945K 0 – Closed
657
SIC
SFE Investment Counsel
California
$0 -$316K 0 – Closed
658
SC
Sumit Capital
New York
$0 -$181K 0 – Closed
659
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0 -$83K 0 – Closed
660
Viking Global Investors
Viking Global Investors
Connecticut
$0 -$41.9M 0 – Closed
661
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$0 -$939K 0 – Closed
662
WA
Winfield Associates
Ohio
$0 -$620K 0 – Closed
663
ZAM
Zenit Asset Management
Sweden
$0 -$4.07M 0 – Closed
664
ZIM
ZPR Investment Management
Florida
$0 -$237K 0 – Closed