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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	VRM Vectors Research Management New York	$0	-$1K	0	–	Closed
1002	Vestmark Advisory Solutions Wakefield, Massachusetts	$0	-$218K	0	–	Closed
1003	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$0	-$1.59M	0	–	Closed
1004	WP WealthPLAN Partners Omaha, Nebraska	$0	-$64K	0	–	Closed
1005	W WealthStone Columbus, Ohio	$0	-$571	0	–	Closed
1006	WIA Wealthstreet Investment Advisors Dallas, Texas	$0	-$222K	0	–	Closed
1007	WC Wexford Capital West Palm Beach, Florida	$0	-$1.98M	0	–	Closed
1008	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	$0	1	0%	Maintained
1009	WWM Willingdon Wealth Management Huntersville, North Carolina	$0	$0	1	0%	Maintained
1010	WPW Winthrop Partners - WNY Buffalo, New York	$0	-$5.01K	0	–	Closed
1011	WRBC W.R. Berkley Corp Greenwich, Connecticut	$0	-$208K	0	–	Closed
1012	YCMGA York Capital Management Global Advisors New York	$0	-$6M	0	–	Closed
1013	ZDA Zweig-DiMenna Associates New York	$0	-$3.1M	0	–	Closed