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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	Soros Fund Management New York	$0	-$9K	0	–	Closed
1027	SIM Spark Investment Management New York	$0	-$212K	0	–	Closed
1028	SAMC Spectrum Asset Management (California) Newport Beach, California	$0	-$944K	0	–	Closed
1029	SLG Stanley-Laman Group Berwyn, Pennsylvania	$0	-$518K	0	–	Closed
1030	SB Strategic Blueprint Atlanta, Georgia	$0	$0	0	–	Closed
1031	SWP Strategic Wealth Partners Independence, Ohio	$0	-$839	0	–	Closed
1032	Stratos Wealth Partners Beachwood, Ohio	$0	-$203K	0	–	Closed
1033	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$0	-$385K	0	–	Closed
1034	SAM Symphony Asset Management San Francisco, California	$0	-$2.01M	0	–	Closed
1035	TC Tairen Capital Hong Kong	$0	-$5.9M	0	–	Closed
1036	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained
1037	TAM Tealwood Asset Management Minneapolis, Minnesota	$0	-$2.6M	0	–	Closed
1038	TA Townsend & Associates Westminster, Colorado	$0	-$1.95M	0	–	Closed
1039	TMC Trellus Management Company Delray Beach, Florida	$0	-$1.37M	0	–	Closed
1040	TL TrueWealth LLC Atlanta, Georgia	$0	$0	1	0%	Maintained
1041	TFS TrustCore Financial Services Brentwood, Tennessee	$0	-$1.97K	1	0%	Reduced
1042	TC Truvestments Capital Sarasota, Florida	$0	-$41K	0	–	Closed
1043	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$0	-$1.09M	0	–	Closed
1044	TCM Tuttle Capital Management Riverside, Connecticut	$0	-$900K	0	–	Closed
1045	UBS O'Connor Chicago, Illinois	$0	-$937K	0	–	Closed
1046	UM Ulysses Management New York	$0	-$1.01M	0	–	Closed
1047	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$0	-$4.82M	0	–	Closed
1048	UFF USA Financial Formulas Ada, Michigan	$0	-$1K	0	–	Closed
1049	Voleon Capital Management Berkeley, California	$0	-$2M	0	–	Closed
1050	Wedge Capital Management Charlotte, North Carolina	$0	-$41M	0	–	Closed