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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	Prudential plc London, England, United Kingdom	$0	-$1.16M	0	–	Closed
1002	PWM PRW Wealth Management Quincy, Massachusetts	$0	-$32K	0	–	Closed
1003	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
1004	QCMA Quad Capital Management Advisors New York	$0	-$143K	0	–	Closed
1005	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
1006	Sageworth Trust Lancaster, Pennsylvania	$0	-$1K	0	–	Closed
1007	Salem Investment Counselors Winston Salem, North Carolina	$0	-$91K	0	–	Closed
1008	SMH Sanders Morris Harris Houston, Texas	$0	-$1.39M	0	–	Closed
1009	SBL Sargent Bickham Lagudis Boulder, Colorado	$0	-$6K	0	–	Closed
1010	SCA Secor Capital Advisors New York	$0	-$1.26M	0	–	Closed
1011	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$737K	0	–	Closed
1012	SHJ Sharkey, Howes & Javer Denver, Colorado	$0	-$37K	0	–	Closed
1013	SC Sovarnum Capital New York	$0	-$343K	0	–	Closed
1014	SIM Spark Investment Management New York	$0	-$3.24M	0	–	Closed
1015	SIM Stelliam Investment Management New York	$0	-$8.28M	0	–	Closed
1016	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$0	-$29K	0	–	Closed
1017	SCA Summit Creek Advisors Minneapolis, Minnesota	$0	-$2.94M	0	–	Closed
1018	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$207K	0	–	Closed
1019	SCP Syntal Capital Partners Midland, Texas	$0	-$1.08M	0	–	Closed
1020	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
1021	Teacher Retirement System of Texas Austin, Texas	$0	-$1.27M	0	–	Closed
1022	TST Tech Square Trading Boston, Massachusetts	$0	-$127K	0	–	Closed
1023	Tiedemann Advisors New York	$0	-$245K	0	–	Closed
1024	TFS TrustCore Financial Services Brentwood, Tennessee	$0	$0	1	0%	Maintained
1025	UBS O'Connor Chicago, Illinois	$0	-$4.54M	0	–	Closed