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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	Quadrature Capital London, United Kingdom	$0	-$3.08M	0	–	Closed
1202	QIM Quantitative Investment Management Charlottesville, Virginia	$0	-$767K	0	–	Closed
1203	RCM Radnor Capital Management Wayne, Pennsylvania	$0	-$42K	0	–	Closed
1204	RFA Register Financial Advisors Atlanta, Georgia	$0	-$51.2K	0	–	Closed
1205	RTC Riverview Trust Company Vancouver, Washington	$0	-$40.1K	0	–	Closed
1206	RWB RMR Wealth Builders Montclair, New Jersey	$0	-$59.7K	0	–	Closed
1207	SRC Sage Rhino Capital Menlo Park, California	$0	-$49.6K	0	–	Closed
1208	SC Saltoro Capital Dallas, Texas	$0	-$558K	0	–	Closed
1209	SIA Schechter Investment Advisors Birmingham, Michigan	$0	-$105K	0	–	Closed
1210	SM Scoggin Management New York	$0	-$317K	0	–	Closed
1211	Sculptor Capital New York	$0	-$2.75M	0	–	Closed
1212	Sigma Planning Corp Ann Arbor, Michigan	$0	-$40.7K	0	–	Closed
1213	SAM Silverback Asset Management Chapel Hill, North Carolina	$0	-$983K	0	–	Closed
1214	SCA Stonebridge Capital Advisors St Paul, Minnesota	$0	-$15.5K	0	–	Closed
1215	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$0	-$823	0	–	Closed
1216	SSG Summit Securities Group New York	$0	-$65K	0	–	Closed
1217	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$103K	0	–	Closed
1218	SW SVB Wealth Boston, Massachusetts	$0	-$46.3K	0	–	Closed
1219	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1220	TW TrinityPoint Wealth Milford, Connecticut	$0	-$622K	0	–	Closed
1221	TCOV Trust Company of Vermont Brattleboro, Vermont	$0	-$3.22K	0	–	Closed
1222	Valeo Financial Advisors Carmel, Indiana	$0	-$92.4K	0	–	Closed
1223	VWM Valley Wealth Managers Paramus, New Jersey	$0	-$4.11K	0	–	Closed
1224	Washington Trust Westerly, Rhode Island	$0	-$1.22K	0	–	Closed
1225	WA Wealthstream Advisors New York	$0	-$37.6K	0	–	Closed