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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
1001	SSG Summit Securities Group New York	$0	-$709K	0	–	Closed
1002	TFCM Taylor Frigon Capital Management Scottsdale, Arizona	$0	-$997K	0	–	Closed
1003	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	0	–	Closed
1004	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
1005	TCM Teza Capital Management Chicago, Illinois	$0	-$348K	0	–	Closed
1006	TFS TrustCore Financial Services Brentwood, Tennessee	$0	+$159	1	0%	New
1007	TCM Tygh Capital Management Portland, Oregon	$0	-$3.32M	0	–	Closed
1008	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$0	-$88K	0	–	Closed
1009	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$0	-$1.42M	0	–	Closed
1010	VDBMI Van Den Berg Management I Austin, Texas	$0	-$710K	0	–	Closed
1011	Voleon Capital Management Berkeley, California	$0	-$2.24M	0	–	Closed
1012	WCM Washington Capital Management Seattle, Washington	$0	-$292K	0	–	Closed
1013	WIC Water Island Capital New York	$0	-$651K	0	–	Closed
1014	W WealthOne Albany, New York	$0	$0	0	–	Closed
1015	Wealthspire Advisors (New York) New York	$0	-$13K	0	–	Closed
1016	WDL Well Done LLC Holland, Michigan	$0	-$14K	0	–	Closed
1017	WesBanco Bank Wheeling, West Virginia	$0	-$77K	0	–	Closed
1018	WAS WESPAC Advisors SoCal Pasadena, California	$0	$0	2	0%	Maintained
1019	WC Wexford Capital West Palm Beach, Florida	$0	-$1.72M	0	–	Closed
1020	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	$0	1	0%	Maintained
1021	WWM Willingdon Wealth Management Huntersville, North Carolina	$0	$0	1	0%	Maintained
1022	Winton Group London, United Kingdom	$0	-$3.15M	0	–	Closed
1023	WVP Worth Venture Partners Fort Lee, New Jersey	$0	-$754K	0	–	Closed
1024	Zurich Insurance Group Zurich, Switzerland	$0	-$1.38M	0	–	Closed