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 | |
|---|---|---|---|---|---|---|---|
| 1301 |
Thompson Siegel & Walmsley
Richmond,
Virginia
| $0 | $0 | 1 | 0% | Maintained |
|
| 1302 |
TC
TwinBeech Capital
Purchase,
New York
| $0 | -$5.14M | 0 | – | Closed |
|
| 1303 |
TCM
Twin Capital Management
Mcmurray,
Pennsylvania
| $0 | -$2.28M | 0 | – | Closed |
|
| 1304 |
UFF
USA Financial Formulas
Ada,
Michigan
| $0 | -$65K | 0 | – | Closed |
|
| 1305 |
VBCG
Valley Brook Capital Group
Venetia,
Pennsylvania
| $0 | -$319K | 0 | – | Closed |
|
| 1306 |
VRM
Vectors Research Management
New York
| $0 | $0 | 0 | – | Closed |
|
| 1307 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
| $0 | -$961K | 0 | – | Closed |
|
| 1308 |
VWA
V Wealth Advisors
Overland Park,
Kansas
| $0 | -$400K | 0 | – | Closed |
|
| 1309 |
WPW
Warther Private Wealth
Akron,
Ohio
| $0 | -$56K | 0 | – | Closed |
|
| 1310 |
WAM
WealthTrust Asset Management
Destin,
Florida
| $0 | -$1.12M | 0 | – | Closed |
|
| 1311 |
WW
Westshore Wealth
Newport Beach,
California
| $0 | -$60K | 0 | – | Closed |
|