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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
901	PTC Petrus Trust Company Dallas, Texas	$0	-$453K	0	–	Closed
902	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$0	-$2.27M	0	–	Closed
903	PAM PVG Asset Management Golden, Colorado	$0	-$674K	0	–	Closed
904	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
905	RA Rational Advisors Huntington, New York	$0	-$672K	0	–	Closed
906	RI Redwood Investments Boston, Massachusetts	$0	-$738K	0	–	Closed
907	RHBC R.H. Bluestein & Co Birmingham, Michigan	$0	-$598K	0	–	Closed
908	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
909	RCM Roystone Capital Management New York	$0	-$46.5M	0	–	Closed
910	RCG Ruggie Capital Group Tavares, Florida	$0	$0	1	0%	Maintained
911	SC Sawyer & Company Boston, Massachusetts	$0	+$191	1	0%	New
912	SCM Segantii Capital Management Hong Kong	$0	-$54K	0	–	Closed
913	SM Senvest Management New York	$0	-$634K	0	–	Closed
914	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$0	-$44K	0	–	Closed
915	SRFM Shannon River Fund Management New York	$0	-$9.62M	0	–	Closed
916	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$0	-$1.59K	1	0%	Reduced
917	SFM Signature Financial Management Norfolk, Virginia	$0	-$37K	0	–	Closed
918	SMG Spectrum Management Group Indianapolis, Indiana	$0	$0	0	–	Closed
919	SIA Starfire Investment Advisers Southfield, Michigan	$0	-$226K	0	–	Closed
920	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$0	-$223K	0	–	Closed
921	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$2.3M	0	–	Closed
922	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
923	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
924	TCM Timpani Capital Management Milwaukee, Wisconsin	$0	-$1.81M	0	–	Closed
925	TFA Toth Financial Advisory Leesburg, Virginia	$0	-$899K	0	–	Closed