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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	QCMC Quantum Capital Management (California) San Francisco, California	$0	-$249K	0	–	Closed
877	RWM Raffa Wealth Management Washington, District of Columbia	$0	-$875	0	–	Closed
878	RWG Regal Wealth Group Seal Beach, California	$0	$0	0	–	Closed
879	Regions Financial Corp Birmingham, Alabama	$0	-$453K	0	–	Closed
880	RFM Royal Fund Management Lady Lake, Florida	$0	-$2K	1	0%	Reduced
881	RCG Ruggie Capital Group Tavares, Florida	$0	$0	1	0%	Maintained
882	SC Scholtz & Company Stamford, Connecticut	$0	-$1.97M	0	–	Closed
883	Schonfeld Strategic Advisors New York	$0	-$8.49M	0	–	Closed
884	SM Sciencast Management Princeton, New Jersey	$0	-$83K	0	–	Closed
885	SC Selz Capital New York	$0	-$3.09M	0	–	Closed
886	SB Simmons Bank Pine Bluff, Arkansas	$0	-$63K	0	–	Closed
887	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$618K	0	–	Closed
888	SIM Spark Investment Management New York	$0	-$1.02M	0	–	Closed
889	SMG Spectrum Management Group Indianapolis, Indiana	$0	+$455	1	0%	New
890	SSG Summit Securities Group New York	$0	-$109K	0	–	Closed
891	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
892	TCM TD Capital Management Memphis, Tennessee	$0	+$291	1	0%	New
893	TC TFS Capital West Chester, Pennsylvania	$0	-$295K	0	–	Closed
894	TNB Thomasville National Bank Thomasville, Georgia	$0	-$200K	0	–	Closed
895	TIM Thompson Investment Management Madison, Wisconsin	$0	-$5.05M	0	–	Closed
896	Thompson Siegel & Walmsley Richmond, Virginia	$0	-$346K	0	–	Closed
897	Thornburg Investment Management Santa Fe, New Mexico	$0	-$4.73M	0	–	Closed
898	Tudor Investment Corp Stamford, Connecticut	$0	-$549K	0	–	Closed
899	UFF USA Financial Formulas Ada, Michigan	$0	-$447K	0	–	Closed
900	Voloridge Investment Management Jupiter, Florida	$0	-$36.4M	0	–	Closed