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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	SC Sawyer & Company Boston, Massachusetts	$0	+$227	1	0%	New
1252	SCM SOL Capital Management Rockville, Maryland	$0	-$48K	0	–	Closed
1253	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$0	-$135K	0	–	Closed
1254	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$127K	0	–	Closed
1255	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$19.9M	0	–	Closed
1256	TPSF Texas Permanent School Fund Austin, Texas	$0	-$21M	0	–	Closed
1257	TWP TFO Wealth Partners Maumee, Ohio	$0	-$290	0	–	Closed
1258	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	-$64	0	–	Closed
1259	TSAM Trinity Street Asset Management London, United Kingdom	$0	-$9.01M	0	–	Closed
1260	TPI Trust Point Inc La Crosse, Wisconsin	$0	-$36.3K	0	–	Closed
1261	TAM Tucker Asset Management Littleton, Colorado	$0	-$118K	0	–	Closed
1262	UIA Ulland Investment Advisors Minneapolis, Minnesota	$0	-$29K	0	–	Closed
1263	VCG Vantage Consulting Group Virginia Beach, Virginia	$0	-$62.6K	0	–	Closed
1264	Vest Financial Mclean, Virginia	$0	-$56.9K	0	–	Closed
1265	VL Vima LLC Troy, Michigan	$0	-$594	0	–	Closed
1266	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$0	-$11.8M	0	–	Closed
1267	WA Wealthstar Advisors Plano, Texas	$0	-$117K	0	–	Closed
1268	WWS Wellington Wealth Strategies Indianapolis, Indiana	$0	-$121K	0	–	Closed
1269	ZDA Zweig-DiMenna Associates New York	$0	-$9.69M	0	–	Closed