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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
Boothbay Fund Management
Boothbay Fund Management
New York
$4.87M +$1.75M 4 0.13% Increased
302
SC
Shay Capital
New York
$4.81M +$988K 4 0.62% Increased
303
Phoenix Financial
Phoenix Financial
Israel
$4.66M -$2.59M 1 0.08% Reduced
304
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$4.62M +$677K 1 0.04% Increased
305
WPC
Waters Parkerson & Co
Louisiana
$4.58M +$5.03M 1 0.26% New
306
CI Investments Inc
CI Investments Inc
Ontario, Canada
$4.49M +$39.4K 4 0.02% Increased
307
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$4.47M +$228K 4 0.1% Increased
308
FIM
Freedom Investment Management
Connecticut
$4.43M -$265K 2 0.34% Reduced
309
HJIM
Henry James International Management
New York
$4.38M +$6.38K 1 1.38% Increased
310
Caption Management
Caption Management
Oklahoma
$4.37M +$1.41M 3 0.05% Increased
311
Prudential Financial
Prudential Financial
New Jersey
$4.34M +$49.6K 7 0.01% Increased
312
Profund Advisors
Profund Advisors
Maryland
$4.29M +$3.11K 4 0.14% Increased
313
Lido Advisors
Lido Advisors
California
$4.28M +$452K 1 0.06% Increased
314
CIA
Covington Investment Advisors
Pennsylvania
$4.26M +$1.03M 1 0.92% Increased
315
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$4.25M $0 3 0.15% Maintained
316
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$4.25M -$156K 1 0.06% Reduced
317
NIG
NFJ Investment Group
Texas
$4.25M -$473K 1 0.08% Reduced
318
IA
Icon Advisers
Colorado
$4.21M $0 1 0.71% Maintained
319
OQS
Occudo Quantitative Strategies
Florida
$4.2M +$3.31M 4 0.5% Increased
320
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.17M -$513K 3 0.02% Reduced
321
HSBC Holdings
HSBC Holdings
United Kingdom
$4.15M -$1.06M 7 0% Reduced
322
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$4.13M -$825K 2 0.01% Reduced
323
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$4.12M -$514K 5 0.02% Reduced
324
Vident Investment Advisory
Vident Investment Advisory
Georgia
$4.08M +$452K 7 0.12% Increased
325
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$4.06M -$138K 3 0.02% Reduced