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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	GCP Garelick Capital Partners Boston, Massachusetts	$0	-$21.7M	0	–	Closed
852	GS Girard Securities San Diego, California	$0	-$124K	0	–	Closed
853	GWS Glassman Wealth Services Vienna, Virginia	$0	$0	1	0%	Maintained
854	Global X Management Company New York	$0	-$2.15M	0	–	Closed
855	GC GMT Capital Atlanta, Georgia	$0	-$207K	0	–	Closed
856	Gradient Investments Arden Hills, Minnesota	$0	+$155	2	0%	New
857	GPCM Greenbrier Partners Capital Management Dallas, Texas	$0	-$4.43M	0	–	Closed
858	HBK Investments Dallas, Texas	$0	-$520K	0	–	Closed
859	HCA Horan Capital Advisors Cincinnati, Ohio	$0	-$1K	0	–	Closed
860	HIS Horizon Investment Services Hammond, Indiana	$0	-$385K	0	–	Closed
861	HP Hound Partners New York	$0	-$7.85M	0	–	Closed
862	IAM Integre Asset Management New York	$0	-$4.04M	0	–	Closed
863	IB Intrust Bank Wichita, Kansas	$0	-$286K	0	–	Closed
864	JIR James Investment Research Alpha, Ohio	$0	-$3.89M	0	–	Closed
865	Jupiter Investment Management London, United Kingdom	$0	+$989K	2	0%	Increased
866	KCM Karp Capital Management Sausalito, California	$0	-$761K	0	–	Closed
867	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	+$350	1	0%	New
868	KRC Kingdom Ridge Capital White Plains, New York	$0	-$12.7M	0	–	Closed
869	LCM Landscape Capital Management Englewood, New Jersey	$0	-$419K	0	–	Closed
870	LWM Lenox Wealth Management Cincinnati, Ohio	$0	-$775K	0	–	Closed
871	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$0	-$20K	0	–	Closed
872	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
873	LSC Lyon Street Capital Sausalito, California	$0	-$3.91M	0	–	Closed
874	Magnetar Financial Evanston, Illinois	$0	-$257K	0	–	Closed
875	MC Marcus Capital Northbrook, Illinois	$0	-$1.5M	0	–	Closed