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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
1451	PI Point72 Italy Milan, Italy	$0	-$9.58M	0	–	Closed
1452	PCM Portolan Capital Management Boston, Massachusetts	$0	-$12.4M	0	–	Closed
1453	PCM Princeton Capital Management Red Bank, New Jersey	$0	-$217K	0	–	Closed
1454	PFG Prosperity Financial Group San Ramon, California	$0	-$207K	0	–	Closed
1455	PAM PSquared Asset Management Zurich, Switzerland	$0	-$36.8M	0	–	Closed
1456	RAM Redmond Asset Management Henrico, Virginia	$0	-$2.59M	0	–	Closed
1457	RIP Reliant Investment Partners Pinehurst, North Carolina	$0	-$722K	0	–	Closed
1458	RC Renaissance Capital Stamford, Connecticut	$0	-$9.6M	0	–	Closed
1459	RWPA Richard W. Paul & Associates Novi, Michigan	$0	-$8.95K	0	–	Closed
1460	RBC Roble Belko & Company Sewickley, Pennsylvania	$0	$0	1	0%	Maintained
1461	RL RPO LLC Stamford, Connecticut	$0	-$54.6K	0	–	Closed
1462	RS R Squared Central, Hong Kong	$0	-$130K	0	–	Closed
1463	SGCM Sand Grove Capital Management London, United Kingdom	$0	-$12.2M	0	–	Closed
1464	SBF Sara-Bay Financial Sarasota, Florida	$0	-$320K	0	–	Closed
1465	Savant Capital Rockford, Illinois	$0	-$4.12M	0	–	Closed
1466	Sax Wealth Advisors Parsippany, New Jersey	$0	-$622K	0	–	Closed
1467	SM Sciencast Management Princeton, New Jersey	$0	-$2.15M	0	–	Closed
1468	Seizert Capital Partners Birmingham, Michigan	$0	-$2.84M	0	–	Closed
1469	SFI Siemens Fonds Invest Munich, Germany	$0	-$993K	0	–	Closed
1470	SM Skaana Management Brooklyn, New York	$0	-$1.12M	0	–	Closed
1471	SAM Soviero Asset Management New York	$0	-$379K	0	–	Closed
1472	SG StoneX Group New York	$0	-$84.8K	0	–	Closed
1473	SC Styrax Capital New York	$0	-$33.8M	0	–	Closed
1474	Swiss Life Asset Management Zurich,	$0	-$213K	0	–	Closed
1475	SAM Synergy Asset Management Vancouver, Washington	$0	-$1.07K	0	–	Closed