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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
1226	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1227	TFS Thoroughbred Financial Services Brentwood, Tennessee	$0	-$247K	0	–	Closed
1228	T TOBAM Paris, France	$0	-$40K	0	–	Closed
1229	Todd Asset Management Louisville, Kentucky	$0	-$26.6M	0	–	Closed
1230	Tokio Marine Asset Management Tokyo, Japan	$0	-$100K	0	–	Closed
1231	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	-$7.65M	0	–	Closed
1232	TFS TrustCore Financial Services Brentwood, Tennessee	$0	-$6K	0	–	Closed
1233	VAM Verity Asset Management Durham, North Carolina	$0	-$700K	0	–	Closed
1234	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$0	-$28K	0	–	Closed
1235	Western Wealth Management Golden, Colorado	$0	-$709K	0	–	Closed
1236	WFI West Family Investments Carlsbad, California	$0	-$137K	0	–	Closed
1237	Westfield Capital Management Boston, Massachusetts	$0	-$97.7M	0	–	Closed
1238	WOC West Oak Capital Westlake Village, California	$0	-$12K	0	–	Closed
1239	WAS Winch Advisory Services Appleton, Wisconsin	$0	$0	1	0%	Maintained
1240	ZCM Zenyatta Capital Management Dover, Delaware	$0	-$4.11M	0	–	Closed