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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	SHWM Silicon Hills Wealth Management Austin, Texas	$0	-$27	0	–	Closed
1002	SCM Silvant Capital Management Atlanta, Georgia	$0	-$417K	0	–	Closed
1003	Simplicity Solutions Minneapolis, Minnesota	$0	-$593K	0	–	Closed
1004	SC Solstein Capital Menlo Park, California	$0	-$7K	0	–	Closed
1005	SAM Southeastern Asset Management Memphis, Tennessee	$0	-$12.1M	0	–	Closed
1006	SA Springowl Associates New York	$0	-$1.36M	0	–	Closed
1007	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$852K	0	–	Closed
1008	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$501K	0	–	Closed
1009	SP Symmetry Partners Glastonbury, Connecticut	$0	-$218K	0	–	Closed
1010	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$878K	0	–	Closed
1011	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$0	-$3K	0	–	Closed
1012	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
1013	TC Telemus Capital Southfield, Michigan	$0	-$342K	0	–	Closed
1014	TEE Tibra Equities Europe London, United Kingdom	$0	-$759K	0	–	Closed
1015	TFA Tobias Financial Advisors Plantation, Florida	$0	-$80K	0	–	Closed
1016	TCM Traynor Capital Management Malvern, Pennsylvania	$0	-$40K	0	–	Closed
1017	TL TrueWealth LLC Atlanta, Georgia	$0	$0	1	0%	Maintained
1018	TFS TrustCore Financial Services Brentwood, Tennessee	$0	$0	0	–	Closed
1019	VCM Virtue Capital Management Brentwood, Tennessee	$0	-$45K	0	–	Closed
1020	WCM Wealthcare Capital Management Richmond, Virginia	$0	-$2K	0	–	Closed
1021	WIA Wealthstreet Investment Advisors Dallas, Texas	$0	-$231K	0	–	Closed
1022	WWM Willingdon Wealth Management Huntersville, North Carolina	$0	$0	1	0%	Maintained
1023	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$0	$0	2	0%	Maintained
1024	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$0	-$905K	0	–	Closed