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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
851	Sessa Capital New York	$0	-$518K	0	–	Closed
852	SEC Seven Eight Capital New York	$0	-$1.08M	0	–	Closed
853	SI Shaker Investments Cleveland, Ohio	$0	-$1M	0	–	Closed
854	Sigma Planning Corp Ann Arbor, Michigan	$0	-$460K	0	–	Closed
855	SCM Signia Capital Management Spokane, Washington	$0	-$2.04M	0	–	Closed
856	SNS Financial Group Minneapolis, Minnesota	$0	-$224K	0	–	Closed
857	Sowell Financial Services North Little Rock, Arkansas	$0	-$374K	0	–	Closed
858	SIG Stanford Investment Group Mountain View, California	$0	-$11K	0	–	Closed
859	Sterling Capital Management Charlotte, North Carolina	$0	-$23.3M	0	–	Closed
860	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$2.9M	0	–	Closed
861	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$7.09M	0	–	Closed
862	Synovus Financial Columbus, Georgia	$0	+$234	3	0%	Increased
863	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
864	Tiedemann Advisors New York	$0	-$288K	0	–	Closed
865	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$0	-$1.91M	0	–	Closed
866	ZCM Zebra Capital Management Stamford, Connecticut	$0	-$902K	0	–	Closed