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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
1926	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$0	-$18.2K	–	Closed
1927	SSG Summit Securities Group New York	$0	-$95.6K	–	Closed
1928	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$0	-$549K	–	Closed
1929	SAM Synergy Asset Management Vancouver, Washington	$0	-$226K	–	Closed
1930	TBT Texas Bank & Trust Longview, Texas	$0	-$329K	–	Closed
1931	TIM Tortoise Investment Management White Plains, New York	$0	-$11.9K	–	Closed
1932	TC TownSquare Capital Provo, Utah	$0	-$213K	–	Closed
1933	TLFA True Link Financial Advisors San Francisco, California	$0	-$219K	–	Closed
1934	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$0	-$932K	–	Closed
1935	VWA Valued Wealth Advisors Holladay, Utah	$0	-$544	–	Closed
1936	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$0	-$253K	–	Closed
1937	WAG Wallace Advisory Group Lafayette, California	$0	-$81.1K	–	Closed
1938	WTA Washington Trust Advisors Wellesley, Massachusetts	$0	-$17.8K	–	Closed
1939	WI WBI Investments Red Bank, New Jersey	$0	-$1.36M	–	Closed
1940	WCM Westend Capital Management Sausalito, California	$0	-$977	–	Closed
1941	WCM Winthrop Capital Management Carmel, Indiana	$0	-$2K	–	Closed
1942	WEG World Equity Group Schaumburg, Illinois	$0	-$706K	–	Closed
1943	YWM Yukon Wealth Management Overland Park, Kansas	$0	-$248K	–	Closed