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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
2501
FFG
Floyd Financial Group
Missouri
$0 -$789K 0 – Closed
2502
FCM
Fourier Capital Management
$0 -$2.16M 0 – Closed
2503
FFA
Frazier Financial Advisors
Ohio
$0 -$678 0 – Closed
2504
FM
Freemont Management
Switzerland
$0 -$26.6M 0 – Closed
2505
GP
Geneva Partners
Wisconsin
$0 -$2.5M 0 – Closed
2506
G
GenTrust
Florida
$0 -$658K 0 – Closed
2507
GCM
Genus Capital Management
British Columbia, Canada
$0 -$5.44M 0 – Closed
2508
Glazer Capital LLC
Glazer Capital LLC
New York
$0 -$4.95M 0 – Closed
2509
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0 -$145K 0 – Closed
2510
HC
Hara Capital
Washington
$0 -$9.01K 0 – Closed
2511
HP
Hartree Partners
New York
$0 -$271K 0 – Closed
2512
HC
Headwater Capital
China
$0 -$14.1M 0 – Closed
2513
HCA
Heck Capital Advisors
Wisconsin
$0 -$202K 0 – Closed
2514
HHAM
HITE Hedge Asset Management
Massachusetts
$0 -$282K 0 – Closed
2515
HPM
Hudson Portfolio Management
New York
$0 -$81.6K 0 – Closed
2516
HSA
Hussman Strategic Advisors
Maryland
$0 -$1.97M 0 – Closed
2517
IAAG
Innovative Asset Advisors Group
Connecticut
$0 -$22K 0 – Closed
2518
IP
Intellectus Partners
California
$0 -$80.4K 0 – Closed
2519
IWS
Intentional Wealth Strategies
Colorado
$0 -$32K 0 – Closed
2520
IECM
Intrinsic Edge Capital Management
Illinois
$0 -$846K 0 – Closed
2521
Investor AB
Investor AB
Sweden
$0 -$715K 0 – Closed
2522
IFM
ION Fund Management
$0 -$10.7M 0 – Closed
2523
JCM
J2 Capital Management
Michigan
$0 -$1.04M 0 – Closed
2524
JCM
Jag Capital Management
Missouri
$0 -$211K 0 – Closed
2525
KC
Kadensa Capital
Hong Kong
$0 -$7.68M 0 – Closed