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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	SFI SPC Financial Inc Rockville, Maryland	$0	-$300K	0	–	Closed
902	Stephens Investment Management Group Houston, Texas	$0	-$9.99M	0	–	Closed
903	SGA Strategic Global Advisors Newport Beach, California	$0	-$111K	0	–	Closed
904	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$0	-$40.9M	0	–	Closed
905	SGI Summit Global Investments Bountiful, Utah	$0	-$478K	0	–	Closed
906	Summit Trail Advisors New York	$0	-$282K	0	–	Closed
907	TFO Tarbox Family Office Newport Beach, California	$0	+$108	1	0%	New
908	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
909	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
910	TIAAOA Teachers Insurance & Annuity Association of America New York	$0	-$1.08M	0	–	Closed
911	Tiedemann Advisors New York	$0	-$174K	0	–	Closed
912	TimesSquare Capital Management New York	$0	-$25.7M	0	–	Closed
913	TCM Trafelet Capital Management New York	$0	-$3.51M	0	–	Closed
914	TCM Tributary Capital Management Omaha, Nebraska	$0	-$116K	0	–	Closed
915	TFS TrustCore Financial Services Brentwood, Tennessee	$0	$0	1	0%	Maintained
916	TI Turner Investments Berwyn, Pennsylvania	$0	-$24K	0	–	Closed
917	VIG Vienna Insurance Group Warsaw, Poland	$0	-$2.9M	0	–	Closed
918	VCM Voce Capital Management San Francisco, California	$0	-$1.34M	0	–	Closed
919	Waddell & Reed Financial Overland Park, Kansas	$0	-$28.8M	0	–	Closed
920	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$0	-$5K	1	0%	Reduced
921	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	-$1.9K	1	0%	Reduced
922	WAS WESPAC Advisors SoCal Pasadena, California	$0	$0	2	0%	Maintained
923	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	$0	1	0%	Maintained
924	William Blair Investment Management Chicago, Illinois	$0	-$19.7M	0	–	Closed
925	WWM Willingdon Wealth Management Huntersville, North Carolina	$0	$0	1	0%	Maintained