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 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| $0 | -$9.74M | 0 | – | Closed |
|
| 1302 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $0 | -$516K | 0 | – | Closed |
|
| 1303 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
| $0 | -$1.89K | 0 | – | Closed |
|
| 1304 |
Washington Trust
Westerly,
Rhode Island
| $0 | -$654 | 0 | – | Closed |
|
| 1305 |
WIC
Water Island Capital
New York
| $0 | -$9.2M | 0 | – | Closed |
|