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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
926	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$0	-$1.32M	0	–	Closed
927	TMC Trellus Management Company Delray Beach, Florida	$0	-$1.01M	0	–	Closed
928	TL TrueWealth LLC Atlanta, Georgia	$0	+$515	1	0%	New
929	TFS TrustCore Financial Services Brentwood, Tennessee	$0	+$134	1	0%	New
930	United Capital Financial Advisors Irving, Texas	$0	-$3.41M	0	–	Closed
931	UONDDL University of Notre Dame du Lac South Bend, Indiana	$0	-$4.24M	0	–	Closed
932	VI Versor Investments New York	$0	-$297K	0	–	Closed
933	WDL Well Done LLC Holland, Michigan	$0	-$207K	0	–	Closed
934	WSCM Wellington Shields Capital Management New York	$0	-$1.04M	0	–	Closed
935	WAS WESPAC Advisors SoCal Pasadena, California	$0	-$11.8K	2	0%	Reduced
936	WCA Westover Capital Advisors Wilmington, Delaware	$0	-$223K	0	–	Closed
937	WC Wexford Capital West Palm Beach, Florida	$0	-$268K	0	–	Closed
938	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	+$297	1	0%	New
939	WWM Willingdon Wealth Management Huntersville, North Carolina	$0	$0	1	0%	Maintained
940	WAS Winch Advisory Services Appleton, Wisconsin	$0	-$1K	0	–	Closed
941	WIS Wright Investors Service Shelton, Connecticut	$0	-$223K	0	–	Closed