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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
776
CM
Crestline Management
Texas
$0 -$693K 0 – Closed
777
Curi RMB Capital
Curi RMB Capital
Illinois
$0 -$70K 0 – Closed
778
DILH
Dai-ichi Life Holdings
Japan
$0 -$1.95M 0 – Closed
779
DC
Deere & Company
Illinois
$0 -$951K 0 – Closed
780
DI
Diligent Investors
California
$0 -$168K 0 – Closed
781
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$4.34M 0 – Closed
782
DCM
Dupont Capital Management
Delaware
$0 -$318K 0 – Closed
783
EEG
E.E. Geduld
$0 -$333K 0 – Closed
784
EGM
Espalier Global Management
New York
$0 -$226K 0 – Closed
785
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$0 -$193K 0 – Closed
786
FA
FCG Advisors
New Jersey
$0 -$98K 0 – Closed
787
FNBSF
First National Bank Sioux Falls
South Dakota
$0 -$1K 0 – Closed
788
FNYS
First New York Securities
New York
$0 -$290K 0 – Closed
789
FPB
First PREMIER Bank
South Dakota
$0 $0 0 – Closed
790
FQ
First Quadrant
California
$0 -$89K 0 – Closed
791
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$0 -$64K 0 – Closed
792
GWS
Glassman Wealth Services
Virginia
$0 $0 1 0% Maintained
793
GC
GMT Capital
Georgia
$0 -$205K 0 – Closed
794
HT
HAP Trading
New York
$0 -$2.7M 0 – Closed
795
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$0 -$5K 0 – Closed
796
HCS
Harvest Capital Strategies
California
$0 -$2.12M 0 – Closed
797
HAM
Hillcrest Asset Management
Texas
$0 -$11M 0 – Closed
798
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$0 -$606K 0 – Closed
799
HRT Financial
HRT Financial
New York
$0 -$244K 0 – Closed
800
HCM
Huber Capital Management
California
$0 -$567K 0 – Closed