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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
1201	RC Roubaix Capital Denver, Colorado	$0	-$2.46M	0	–	Closed
1202	SAM S.A. Mason Holland, Michigan	$0	-$44.3K	0	–	Closed
1203	SWM SeaCrest Wealth Management Purchase, New York	$0	-$215K	0	–	Closed
1204	SCM Segantii Capital Management Hong Kong	$0	-$595K	0	–	Closed
1205	SC Shellback Capital Boston, Massachusetts	$0	-$3.81M	0	–	Closed
1206	SC Sierra Capital Miami, Florida	$0	-$24K	0	–	Closed
1207	SGA Strategic Global Advisors Newport Beach, California	$0	-$300K	0	–	Closed
1208	SAM Strategy Asset Managers Pasadena, California	$0	-$213K	0	–	Closed
1209	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$265K	0	–	Closed
1210	TC Tairen Capital Hong Kong	$0	-$24.8M	0	–	Closed
1211	T TCWP Beachwood, Ohio	$0	-$46.7K	0	–	Closed
1212	TFM TFC Financial Management Boston, Massachusetts	$0	-$4.64K	0	–	Closed
1213	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1214	Tidal Investments Milwaukee, Wisconsin	$0	-$50K	0	–	Closed
1215	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	+$405	1	0%	New
1216	USAA United Services Automobile Association San Antonio, Texas	$0	-$1.18M	0	–	Closed
1217	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$0	-$172K	0	–	Closed
1218	VHMC Value Holdings Management Company Hampton Bays, New York	$0	-$1.25M	0	–	Closed
1219	VHAM Van Hulzen Asset Management El Dorado Hills, California	$0	-$427K	0	–	Closed
1220	Venture Visionary Partners Sylvania, Ohio	$0	-$18.7K	0	–	Closed
1221	Vise Technologies New York	$0	-$63.9K	0	–	Closed
1222	Vontobel Holding Zurich, Switzerland	$0	-$404K	0	–	Closed
1223	WR WD Rutherford Portland, Oregon	$0	-$149K	0	–	Closed
1224	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$0	-$49.2K	0	–	Closed
1225	Wealthspire Advisors (New York) New York	$0	-$72.2K	0	–	Closed