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 | |
|---|---|---|---|---|---|---|---|
| 701 |
SGA
Strategic Global Advisors
Newport Beach,
California
| $0 | -$157K | 0 | – | Closed |
|
| 702 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
| $0 | -$525K | 0 | – | Closed |
|
| 703 |
Synovus Financial
Columbus,
Georgia
| $0 | +$19 | 2 | 0% | Increased |
|
| 704 |
Third Point
New York
| $0 | -$20.6M | 0 | – | Closed |
|
| 705 |
UBS O'Connor
Chicago,
Illinois
| $0 | -$728K | 0 | – | Closed |
|
| 706 |
Voloridge Investment Management
Jupiter,
Florida
| $0 | -$4.94M | 0 | – | Closed |
|
| 707 |
Wasatch Advisors
Salt Lake City,
Utah
| $0 | -$1.56M | 0 | – | Closed |
|
| 708 |
WCM
Waterstone Capital Management
St. Louis Park,
Minnesota
| $0 | -$471K | 0 | – | Closed |
|
| 709 |
Waverly Advisors
Birmingham,
Alabama
| $0 | +$379 | 1 | 0% | New |
|
| 710 |
WIA
Westbourne Investment Advisors
Annapolis,
Maryland
| $0 | -$433K | 0 | – | Closed |
|
| 711 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
| $0 | -$769K | 0 | – | Closed |
|
| 712 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
| $0 | -$174K | 0 | – | Closed |
|
| 713 |
ZDA
Zweig-DiMenna Associates
New York
| $0 | -$11.1M | 0 | – | Closed |
|