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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
826
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$0 -$1.52M 0 – Closed
827
PC
Pier Capital
Connecticut
$0 -$5.78M 0 – Closed
828
PAM
PT Asset Management
Illinois
$0 -$126K 0 – Closed
829
QAM
QCI Asset Management
New York
$0 $0 1 0% Maintained
830
QSS
Quantitative Systematic Strategies
Florida
$0 -$185K 0 – Closed
831
RWG
Regal Wealth Group
California
$0 $0 1 0% Maintained
832
RFA
Reilly Financial Advisors
California
$0 $0 0 – Closed
833
RFM
Royal Fund Management
Florida
$0 +$47 1 0% New
834
SCM
Sandler Capital Management
New York
$0 -$4.46M 0 – Closed
835
SNT
Security National Trust
West Virginia
$0 -$1K 0 – Closed
836
SignatureFD
SignatureFD
Georgia
$0 -$61K 0 – Closed
837
SAM
Solaris Asset Management
New York
$0 -$6K 0 – Closed
838
SST
S Squared Technology
New York
$0 -$1.44M 0 – Closed
839
SIM
Strategic Investment Management
Virginia
$0 -$191K 0 – Closed
840
Synovus Financial
Synovus Financial
Georgia
$0 $0 2 0% Maintained
841
TWMP
Taylor Wealth Management Partners
Massachusetts
$0 $0 1 0% Maintained
842
TAM
Telemark Asset Management
Massachusetts
$0 -$1.04M 0 – Closed
843
TSS
Two Sigma Securities
New York
$0 -$508K 0 – Closed
844
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$0 -$156K 0 – Closed
845
VAS
Valicenti Advisory Services
New York
$0 -$2.14M 0 – Closed
846
VCM
Venator Capital Management
Ontario, Canada
$0 -$3.2M 0 – Closed
847
WC
Whitnell & Co
Illinois
$0 -$6K 0 – Closed
848
WIC
Woodmont Investment Counsel
Tennessee
$0 -$1K 0 – Closed
849
ZDA
Zweig-DiMenna Associates
New York
$0 -$3.71M 0 – Closed