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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	PIM Platinum Investment Management Sydney Australia 2000, Australia	$0	-$580K	0	–	Closed
877	PCM Price Capital Management Lafayette, Louisiana	$0	-$673K	0	–	Closed
878	PW Price Wealth Austin, Texas	$0	-$3K	0	–	Closed
879	PO Private Ocean San Rafael, California	$0	$0	0	–	Closed
880	PG Proffitt & Goodson Knoxville, Tennessee	$0	+$84	1	0%	New
881	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
882	QC QCM Cayman Houston, Texas	$0	-$96K	0	–	Closed
883	RFM Royal Fund Management Lady Lake, Florida	$0	-$56	1	0%	Reduced
884	RCG Ruggie Capital Group Tavares, Florida	$0	$0	1	0%	Maintained
885	SWM Selective Wealth Management Forest, Virginia	$0	+$523	2	0%	New
886	SCM SG Capital Management Chicago, Illinois	$0	-$6.94M	0	–	Closed
887	SC Shellback Capital Boston, Massachusetts	$0	-$3.58M	0	–	Closed
888	Sowell Financial Services North Little Rock, Arkansas	$0	-$219K	0	–	Closed
889	SCC Spring Creek Capital Wichita, Kansas	$0	-$189K	0	–	Closed
890	SCM Sterneck Capital Management Kansas City, Missouri	$0	-$359K	0	–	Closed
891	Summit Trail Advisors New York	$0	-$159K	0	–	Closed
892	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
893	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
894	TCM Tegean Capital Management New York	$0	-$2.12M	0	–	Closed
895	TFS TrustCore Financial Services Brentwood, Tennessee	$0	$0	1	0%	Maintained
896	UM Ulysses Management New York	$0	-$922K	0	–	Closed
897	VanEck Associates New York	$0	-$44K	0	–	Closed
898	VCA Verdence Capital Advisors Hunt Valley, Maryland	$0	-$84K	0	–	Closed
899	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$0	$0	1	0%	Maintained
900	Washington Trust Westerly, Rhode Island	$0	-$16K	0	–	Closed