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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
351
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$758K +$383K 6 0.09% Increased
352
SPM
Symmetry Peak Management
Pennsylvania
$756K -$251K 2 0.1% Reduced
353
RCM
Riverhead Capital Management
Delaware
$744K $0 1 0.01% Maintained
354
Advisors Asset Management
Advisors Asset Management
Colorado
$725K -$46.3K 1 0.01% Reduced
355
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$718K -$383K 1 0% Reduced
356
Simplex Trading
Simplex Trading
Illinois
$716K +$477K 5 0.08% Increased
357
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$712K +$12.6K 2 0.05% Increased
358
1CM
1492 Capital Management
Wisconsin
$699K +$303K 1 0.41% Increased
359
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$681K -$7.1M 2 0% Reduced
360
Canada Life
Canada Life
Manitoba, Canada
$674K +$152K 6 0% Increased
361
HIP
Hatteras Investment Partners
North Carolina
$669K -$5.14M 1 0.36% Reduced
362
CICI
Capital Investment Counsel Inc
North Carolina
$651K -$22.2K 1 0.31% Reduced
363
PAM
Paradigm Asset Management
New York
$641K +$334K 2 0.07% Increased
364
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$640K +$37.9K 1 0.01% Increased
365
CIC
Cornercap Investment Counsel
Georgia
$634K $0 1 0.11% Maintained
366
F
FolioMetrix
Nebraska
$628K +$54.6K 2 0.32% Increased
367
People's United Financial
People's United Financial
Connecticut
$624K -$159K 2 0.03% Reduced
368
ETrade Capital Management
ETrade Capital Management
Virginia
$616K +$526K 1 0.04% New
369
Suntrust Banks
Suntrust Banks
Georgia
$610K +$437K 3 0% Increased
370
Oberweis Asset Management
Oberweis Asset Management
Illinois
$604K +$516K 1 0.17% New
371
Engineers Gate Manager
Engineers Gate Manager
New York
$602K -$48.7K 1 0.08% Reduced
372
Vident Investment Advisory
Vident Investment Advisory
Georgia
$600K +$128K 1 0.12% Increased
373
HSBC Holdings
HSBC Holdings
United Kingdom
$594K +$108K 2 0% Increased
374
MCM
Marathon Capital Management
Maryland
$585K $0 2 0.26% Maintained
375
RHBC
R.H. Bluestein & Co
Michigan
$569K -$89.7K 1 0.03% Reduced