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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	% of Portfolio	Status
1476	TC Tairen Capital Hong Kong	$0	-$16.1M	–	Closed
1477	TB Terril Brothers St. Louis, Missouri	$0	-$22.8M	–	Closed
1478	TBT Texas Bank & Trust Longview, Texas	$0	-$413K	–	Closed
1479	Thompson Siegel & Walmsley Richmond, Virginia	$0	-$675K	–	Closed
1480	TSW Three Seasons Wealth Salt Lake City, Utah	$0	-$818K	–	Closed
1481	TC Torno Capital Cohasset, Massachusetts	$0	-$38.5K	–	Closed
1482	TW Trajan Wealth Scottsdale, Arizona	$0	-$293K	–	Closed
1483	TCOV Trust Company of Vermont Brattleboro, Vermont	$0	-$1.77K	–	Closed
1484	TPI Trust Point Inc La Crosse, Wisconsin	$0	-$398K	–	Closed
1485	TIAM TT International Asset Management London, United Kingdom	$0	-$411K	–	Closed
1486	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$0	-$3.08M	–	Closed
1487	VAM Valliance Asset Management Central, Hong Kong	$0	-$7.14M	–	Closed
1488	VHAM Van Hulzen Asset Management El Dorado Hills, California	$0	-$36.4K	–	Closed
1489	VWM Venturi Wealth Management Austin, Texas	$0	-$186K	–	Closed
1490	VWS Virtus Wealth Solutions Cranford, New Jersey	$0	-$5.24M	–	Closed
1491	Waldron Private Wealth Bridgeville, Pennsylvania	$0	-$51.4K	–	Closed
1492	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$0	-$79.7K	–	Closed
1493	Wealthfront Advisers Palo Alto, California	$0	-$216K	–	Closed
1494	WSCM Wellington Shields Capital Management New York	$0	-$1.24M	–	Closed
1495	WSC Wellington Shields & Co New York	$0	-$568K	–	Closed
1496	WMA West Michigan Advisors Holland, Michigan	$0	-$818K	–	Closed
1497	WBC Westpac Banking Corp Sydney, Australia	$0	-$1.68M	–	Closed
1498	YCM Yakira Capital Management Westport, Connecticut	$0	-$840K	–	Closed
1499	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$0	-$27.6M	–	Closed
1500	ZDA Zweig-DiMenna Associates New York	$0	-$7.05M	–	Closed