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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
HW
Hedeker Wealth
Illinois
$5.28M +$134K 1 1.4% Increased
352
AI
Acuitas Investments
Washington
$5.21M +$343K 1 2.32% Increased
353
Providence Capital Advisors
Providence Capital Advisors
North Carolina
$5.19M -$1.57M 1 1.03% Reduced
354
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$5.16M +$379K 5 0.02% Increased
355
Pictet Asset Management
Pictet Asset Management
Switzerland
$5.1M +$55K 7 0.01% Increased
356
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$5.1M +$51.3K 1 0.39% Increased
357
Summit Partners
Summit Partners
Massachusetts
$5.06M $0 1 0.23% Maintained
358
Aquatic Capital Management
Aquatic Capital Management
Illinois
$5.06M +$2.2M 3 0.13% Increased
359
Numerai
Numerai
California
$5.06M +$612K 2 1.35% Increased
360
Oliver Luxxe Assets
Oliver Luxxe Assets
New Jersey
$5.02M -$136K 1 0.9% Reduced
361
Cowen and Company
Cowen and Company
New York
$5M +$4.56M 1 0.17% New
362
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$4.99M +$2.22M 3 0.01% Increased
363
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$4.89M +$388K 1 0.16% Increased
364
P8IP
Pier 88 Investment Partners
California
$4.84M +$1.04M 1 1.07% Increased
365
Granahan Investment Management
Granahan Investment Management
Massachusetts
$4.82M -$5.69M 1 0.19% Reduced
366
Paloma Partners
Paloma Partners
Connecticut
$4.74M -$1.8M 3 0.13% Reduced
367
Osaic Holdings
Osaic Holdings
Arizona
$4.71M +$683K 12 0.01% Increased
368
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
$4.68M +$3.97M 2 0.36% New
369
OIM
Orca Investment Management
Oregon
$4.66M -$235K 1 4.21% Reduced
370
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.65M -$129K 4 0.02% Reduced
371
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.6M +$449K 6 0.01% Increased
372
VIG
Vienna Insurance Group
Poland
$4.58M -$2.7M 1 1.95% Reduced
373
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.52M -$11.9M 2 0% Reduced
374
New York Life Investment Management
New York Life Investment Management
New York
$4.5M +$4.11M 1 0.04% New
375
Weiss Asset Management
Weiss Asset Management
Massachusetts
$4.49M -$2.12M 3 0.1% Reduced