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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
676	ST Somerset Trust Somerset, Pennsylvania	$0	-$8K	0	–	Closed
677	SP Steelhead Partners Seattle, Washington	$0	-$1.68M	0	–	Closed
678	Synovus Financial Columbus, Georgia	$0	-$4K	1	0%	Reduced
679	TH Timber Hill Greenwich, Connecticut	$0	-$894K	0	–	Closed
680	Tocqueville Asset Management New York	$0	-$3.45M	0	–	Closed
681	TF Tompkins Financial Ithaca, New York	$0	-$6K	0	–	Closed
682	TFA Toth Financial Advisory Leesburg, Virginia	$0	-$462K	0	–	Closed
683	TSS Two Sigma Securities New York	$0	-$528K	0	–	Closed
684	VNA Valley National Advisers Bethlehem, Pennsylvania	$0	$0	1	0%	Maintained
685	Veritable Wilmington, Delaware	$0	-$284K	0	–	Closed
686	Waverly Advisors Birmingham, Alabama	$0	$0	0	–	Closed
687	WCM Wealthcare Capital Management Richmond, Virginia	$0	$0	0	–	Closed
688	WIS Wright Investors Service Shelton, Connecticut	$0	-$968K	0	–	Closed
689	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$565K	0	–	Closed
690	ZB Zions Bancorporation Salt Lake City, Utah	$0	-$23K	0	–	Closed