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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
1026	VLC Van Leeuwen & Company Princeton, New Jersey	$0	-$1.47M	0	–	Closed
1027	Vident Investment Advisory Alpharetta, Georgia	$0	-$2.72M	0	–	Closed
1028	VCM Vigilant Capital Management Portland, Maine	$0	-$58K	0	–	Closed
1029	VC Voit & Company Brookfield, Wisconsin	$0	-$171K	0	–	Closed
1030	WC Walthausen & Co Malta, New York	$0	-$1.07M	0	–	Closed
1031	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$7.04M	0	–	Closed
1032	WTB Washington Trust Bank Spokane, Washington	$0	-$7K	0	–	Closed
1033	WCM WealthBridge Capital Management Westerville, Ohio	$0	-$13K	0	–	Closed
1034	Wealthspire Advisors (Maryland) Potomac, Maryland	$0	-$71K	0	–	Closed
1035	WAS WESPAC Advisors SoCal Pasadena, California	$0	$0	0	–	Closed
1036	WIM Westside Investment Management Santa Monica, California	$0	+$1.64K	2	0%	New
1037	WRM Weybosset Research & Management Province, Rhode Island	$0	-$65K	0	–	Closed
1038	WCM Whitener Capital Management Rocky Mount, North Carolina	$0	$0	1	0%	Maintained
1039	William Blair Investment Management Chicago, Illinois	$0	-$17.6M	0	–	Closed
1040	WWM Willingdon Wealth Management Huntersville, North Carolina	$0	$0	1	0%	Maintained
1041	Wolverine Asset Management Chicago, Illinois	$0	-$1.15M	0	–	Closed