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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
226
Congress Wealth Management
Congress Wealth Management
Massachusetts
$9.31M -$8.33M 1 0.22% Reduced
227
Calamos Advisors
Calamos Advisors
Illinois
$9.29M +$792K 3 0.05% Increased
228
DP
DDD Partners
Washington
$9.23M +$9.89M 1 1.28% New
229
Granahan Investment Management
Granahan Investment Management
Massachusetts
$9.08M -$138K 1 0.28% Reduced
230
CCM
Cinctive Capital Management
New York
$8.97M -$19.5M 1 0.3% Reduced
231
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.82M -$866K 5 0.02% Reduced
232
CTI
Community Trust & Investment
Kentucky
$8.71M +$88.5K 1 0.7% Increased
233
Oberweis Asset Management
Oberweis Asset Management
Illinois
$8.68M -$1.38M 2 1.05% Reduced
234
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$8.33M -$6.93M 5 0.07% Reduced
235
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.32M -$62.3K 7 0.02% Reduced
236
Simplex Trading
Simplex Trading
Illinois
$8.22M +$3.98M 8 0.01% Increased
237
FVCM
F&V Capital Management
Florida
$8.17M -$38.2K 1 2.64% Reduced
238
Nomura Holdings
Nomura Holdings
Japan
$8.12M +$2.49M 5 0.02% Increased
239
CP
CenterBook Partners
Connecticut
$7.93M +$3.14M 2 0.99% Increased
240
DZ Bank
DZ Bank
Germany
$7.86M -$2.08M 1 0.01% Reduced
241
KA
Kovack Advisors
Florida
$7.7M -$120K 5 0.99% Reduced
242
LAM
Lapides Asset Management
Connecticut
$7.51M +$1.48M 2 4.91% Increased
243
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.47M -$20M 5 0.03% Reduced
244
EI
EAM Investors
California
$7.42M +$3.98M 2 1.37% New
245
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$7.37M -$45.5K 8 0.28% Reduced
246
VDBMI
Van Den Berg Management I
Texas
$7.36M +$1.79M 1 2.65% Increased
247
Nordea Investment Management
Nordea Investment Management
Sweden
$7.35M +$206K 1 0.01% Increased
248
AGF Management
AGF Management
Ontario, Canada
$7.33M +$4.09M 2 0.05% Increased
249
PCM
Portolan Capital Management
Massachusetts
$7.24M +$3.19M 1 0.64% New
250
SRC
Shufro Rose & Co
New York
$7.23M -$18.5K 1 0.66% Reduced