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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
1351	TCM TD Capital Management Memphis, Tennessee	$0	-$3K	0	–	Closed
1352	TA Teton Advisors Rye, New York	$0	-$1.29M	0	–	Closed
1353	TDC Thompson Davis & Co Richmond, Virginia	$0	-$66K	0	–	Closed
1354	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1355	Thornburg Investment Management Santa Fe, New Mexico	$0	-$487K	0	–	Closed
1356	Tokio Marine Asset Management Tokyo, Japan	$0	-$950K	0	–	Closed
1357	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$0	$0	1	0%	Maintained
1358	TCWM Total Clarity Wealth Management St. Charles, Illinois	$0	-$23K	0	–	Closed
1359	TA Townsend & Associates Westminster, Colorado	$0	-$206K	0	–	Closed
1360	TWM TriaGen Wealth Management Calabasas, California	$0	-$396K	0	–	Closed
1361	TCOV Trust Company of Vermont Brattleboro, Vermont	$0	-$8K	0	–	Closed
1362	TFS TrustCore Financial Services Brentwood, Tennessee	$0	-$2K	0	–	Closed
1363	UMC United Maritime Capital New York	$0	-$187K	0	–	Closed
1364	VRM Vectors Research Management New York	$0	-$222	1	0%	Reduced
1365	VC Veery Capital Wilmington, Delaware	$0	-$156K	0	–	Closed
1366	VWM Vigilare Wealth Management Scottsdale, Arizona	$0	-$84K	0	–	Closed
1367	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$0	-$53K	0	–	Closed
1368	WAM Watershed Asset Management San Francisco, California	$0	-$560K	0	–	Closed
1369	Wealthfront Advisers Palo Alto, California	$0	-$289K	0	–	Closed
1370	WP WealthSource Partners San Luis Obispo, California	$0	-$244K	0	–	Closed
1371	WC Weil Company San Diego, California	$0	-$226K	0	–	Closed
1372	Weiss Asset Management Boston, Massachusetts	$0	-$574K	0	–	Closed
1373	WFI West Family Investments Carlsbad, California	$0	-$94K	0	–	Closed
1374	WPA West Paces Advisors Atlanta, Georgia	$0	-$2.05K	0	–	Closed
1375	Zacks Investment Management Chicago, Illinois	$0	-$1.11M	0	–	Closed