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 | |
|---|---|---|---|---|---|---|---|
| 801 |
TWMP
Taylor Wealth Management Partners
Boston,
Massachusetts
| $0 | $0 | 1 | 0% | Maintained |
|
| 802 |
TH
Timber Hill
Greenwich,
Connecticut
| $0 | -$332K | 0 | – | Closed |
|
| 803 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
| $0 | -$72K | 0 | – | Closed |
|
| 804 |
TSS
Two Sigma Securities
New York
| $0 | -$175K | 0 | – | Closed |
|
| 805 |
UMB Bank
Kansas City,
Missouri
| $0 | -$310K | 0 | – | Closed |
|
| 806 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
| $0 | -$12K | 0 | – | Closed |
|
| 807 |
Wolverine Asset Management
Chicago,
Illinois
| $0 | -$26K | 0 | – | Closed |
|