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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
876	Soros Fund Management New York	$0	-$458K	0	–	Closed
877	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$4.62M	0	–	Closed
878	Synovus Financial Columbus, Georgia	$0	$0	0	–	Closed
879	TC Tairen Capital Hong Kong	$0	-$2.16M	0	–	Closed
880	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
881	TCTC Holdings Dallas, Texas	$0	-$347K	0	–	Closed
882	TCM Teza Capital Management Chicago, Illinois	$0	-$350K	0	–	Closed
883	TWI Thomas White International Chicago, Illinois	$0	-$10K	0	–	Closed
884	TH Timber Hill Greenwich, Connecticut	$0	-$843K	0	–	Closed
885	VFA Voya Financial Advisors Windsor, Connecticut	$0	-$366K	0	–	Closed
886	VWA V Wealth Advisors Overland Park, Kansas	$0	+$342	1	0%	New
887	WAS WESPAC Advisors SoCal Pasadena, California	$0	$0	1	0%	Maintained
888	WBC Westpac Banking Corp Sydney, Australia	$0	-$53	0	–	Closed
889	WVP Worth Venture Partners Fort Lee, New Jersey	$0	-$898K	0	–	Closed