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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	% of Portfolio	Status
651	SGAM Smith Group Asset Management Dallas, Texas	$0	-$1.13M	–	Closed
652	SIM Spark Investment Management New York	$0	-$1.01M	–	Closed
653	SCG Strategic Capital Group Gig Harbor, Washington	$0	-$57K	–	Closed
654	SCM Suffolk Capital Management New York	$0	-$1.83M	–	Closed
655	TFO Tarbox Family Office Newport Beach, California	$0	-$2K	–	Closed
656	Third Point New York	$0	-$33M	–	Closed
657	TCM Timpani Capital Management Milwaukee, Wisconsin	$0	-$1.75M	–	Closed
658	TCP Tourbillon Capital Partners New York	$0	-$22M	–	Closed
659	TF Trutina Financial Bellevue, Washington	$0	-$21K	–	Closed
660	TAA Turiya Advisors Asia Hong Kong	$0	-$8.76M	–	Closed
661	Victory Capital Management San Antonio, Texas	$0	-$10.9M	–	Closed
662	WA WealthTrust-Arizona Scottsdale, Arizona	$0	-$7K	–	Closed
663	Wedbush Securities Los Angeles, California	$0	-$461K	–	Closed
664	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$14.8M	–	Closed
665	WC Wexford Capital West Palm Beach, Florida	$0	-$637K	–	Closed
666	Whitebox Advisors Minneapolis, Minnesota	$0	-$226K	–	Closed
667	ZDA Zweig-DiMenna Associates New York	$0	-$9.12M	–	Closed