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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
1326	RWB RMR Wealth Builders Montclair, New Jersey	$0	-$108K	0	–	Closed
1327	RIA RPG Investment Advisory Pleasanton, California	$0	-$7K	0	–	Closed
1328	SM Saya Management New York	$0	-$3.35M	0	–	Closed
1329	SCM Segantii Capital Management Hong Kong	$0	-$6.91M	0	–	Closed
1330	SWM Selective Wealth Management Forest, Virginia	$0	$0	1	0%	Maintained
1331	SI Shaker Investments Cleveland, Ohio	$0	-$516K	0	–	Closed
1332	SWA SOA Wealth Advisors New York	$0	$0	2	0%	Maintained
1333	SAM Strategic Asset Management Rochester, Minnesota	$0	-$3K	0	–	Closed
1334	S Surevest Los Angeles, California	$0	+$91	1	0%	New
1335	SAM Sycomore Asset Management Paris, France	$0	-$3.63M	0	–	Closed
1336	SP Symmetry Partners Glastonbury, Connecticut	$0	-$210K	0	–	Closed
1337	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1338	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	+$79	1	0%	New
1339	TC TwinBeech Capital Purchase, New York	$0	-$1.92M	0	–	Closed
1340	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$0	-$26K	0	–	Closed
1341	ValueAct Holdings San Francisco, California	$0	-$83.5M	0	–	Closed
1342	VRM Vectors Research Management New York	$0	$0	1	0%	Maintained
1343	VCM Vigilant Capital Management Portland, Maine	$0	-$21K	0	–	Closed
1344	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$0	-$116K	0	–	Closed
1345	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$0	-$114K	0	–	Closed
1346	Wedbush Securities Los Angeles, California	$0	-$209K	0	–	Closed