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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
1251	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$0	-$500K	0	–	Closed
1252	SAI Systematic Alpha Investments Princeton, New Jersey	$0	-$238K	0	–	Closed
1253	TCW Group Los Angeles, California	$0	-$875K	0	–	Closed
1254	TI Telemetry Investments New York	$0	-$412K	0	–	Closed
1255	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1256	TAL TIG Advisors LLC New York	$0	-$21.4M	0	–	Closed
1257	Twin Tree Management Dallas, Texas	$0	-$26.7M	0	–	Closed
1258	VCM Valiant Capital Management San Francisco, California	$0	-$3.92M	0	–	Closed
1259	Vaughan Nelson Investment Management Houston, Texas	$0	-$36.7M	0	–	Closed
1260	VAM Vazirani Asset Management New York	$0	-$1.97M	0	–	Closed
1261	Vontobel Holding Zurich, Switzerland	$0	-$542K	0	–	Closed
1262	Wasatch Advisors Salt Lake City, Utah	$0	-$2.7M	0	–	Closed
1263	WG Watchman Group Plano, Texas	$0	-$2.05M	0	–	Closed
1264	WIC Water Island Capital New York	$0	-$18.1M	0	–	Closed
1265	WPC Waters Parkerson & Co New Orleans, Louisiana	$0	-$20.1M	0	–	Closed
1266	WCMNY Westchester Capital Management (New York) Valhalla, New York	$0	-$13.6M	0	–	Closed
1267	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$0	-$41K	0	–	Closed
1268	Whale Rock Capital Management Boston, Massachusetts	$0	-$122M	0	–	Closed
1269	YCM Yakira Capital Management Westport, Connecticut	$0	-$1.22M	0	–	Closed
1270	YMRC Yorktown Management & Research Company Forest, Virginia	$0	-$425K	0	–	Closed
1271	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$0	-$266K	0	–	Closed