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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
301
HighTower Advisors
HighTower Advisors
Illinois
$6M -$1.65M 5 0.02% Reduced
302
Group One Trading
Group One Trading
Illinois
$5.88M +$2.75M 4 0.01% Increased
303
AIM
Aigen Investment Management
New York
$5.85M +$2.45M 2 0.78% Increased
304
AGAM
Avalon Global Asset Management
California
$5.8M +$6.2M 1 1.02% New
305
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$5.73M +$10.1K 2 0.04% Increased
306
Commerce Bank
Commerce Bank
Missouri
$5.71M -$24.8K 2 0.04% Reduced
307
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$5.55M +$4.19M 4 0.06% Increased
308
BBCM
Boardman Bay Capital Management
New York
$5.54M +$18.2M 6 8.53% Increased
309
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.46M +$3.47M 6 0.03% Increased
310
Jefferies Group
Jefferies Group
New York
$5.43M +$5.53M 2 0.05% Increased
311
RHJA
Rice Hall James & Associates
California
$5.29M +$660K 3 0.17% Increased
312
OGC
Oak Grove Capital
New Hampshire
$5.15M +$5.75M 1 1.44% Increased
313
KPF
K2 Principal Fund
Ontario, Canada
$5.14M +$4.32M 2 0.41% Increased
314
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$5.05M +$1.26M 2 0.03% Increased
315
Truist Financial
Truist Financial
North Carolina
$4.86M -$276K 5 0.01% Reduced
316
IA
Icon Advisers
Colorado
$4.85M -$738K 1 0.76% Reduced
317
Man Group
Man Group
United Kingdom
$4.84M +$4.03M 3 0.02% Increased
318
FP
Foundry Partners
Minnesota
$4.69M -$1.16M 2 0.15% Reduced
319
HCM
Horrell Capital Management
Arkansas
$4.64M -$378K 2 1.83% Reduced
320
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$4.62M +$559K 4 0.05% Increased
321
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$4.55M -$35.6K 4 0.02% Reduced
322
Driehaus Capital Management
Driehaus Capital Management
Illinois
$4.54M -$843K 1 0.07% Reduced
323
Profund Advisors
Profund Advisors
Maryland
$4.53M -$519K 4 0.17% Reduced
324
Twin Tree Management
Twin Tree Management
Texas
$4.51M -$3.77M 1 0.02% Reduced
325
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.5M +$659K 4 0.02% Increased