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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
Quantinno Capital Management
Quantinno Capital Management
New York
$5.2M +$1.26M 5 0.03% Increased
352
HJIM
Henry James International Management
New York
$5.14M +$10.3K 1 1.76% Increased
353
PCA
Providence Capital Advisors
North Carolina
$5.12M +$127K 1 1.06% Increased
354
BCC
Bridge City Capital
Oregon
$5.06M -$1.18M 1 1.52% Reduced
355
HighTower Advisors
HighTower Advisors
Illinois
$5.06M -$2.33M 7 0.01% Reduced
356
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$5.04M -$356K 3 0.02% Reduced
357
Sit Investment Associates
Sit Investment Associates
Minnesota
$4.97M +$126K 2 0.12% Increased
358
Guggenheim Capital
Guggenheim Capital
Illinois
$4.93M -$1.03M 7 0.05% Reduced
359
Allspring Global Investments
Allspring Global Investments
North Carolina
$4.85M +$1.87M 3 0.01% Increased
360
Mercer Global Advisors
Mercer Global Advisors
Colorado
$4.82M +$971K 4 0.01% Increased
361
Davenport & Co
Davenport & Co
Virginia
$4.8M +$501K 1 0.03% Increased
362
SP
Summit Partners
Massachusetts
$4.78M +$260K 1 0.3% Increased
363
GS
GWN Securities
Florida
$4.73M +$4.72M 2 0.27% New
364
QIM
Quantitative Investment Management
Virginia
$4.72M +$6.39M 4 0.43% New
365
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.68M +$963K 4 0.01% Increased
366
Readystate Asset Management
Readystate Asset Management
Illinois
$4.63M -$5.28M 1 0.15% Reduced
367
US Bancorp
US Bancorp
Minnesota
$4.63M -$592K 9 0.01% Reduced
368
HCA
Harbour Capital Advisors
Virginia
$4.58M +$370K 3 1.13% Increased
369
Hantz Financial Services
Hantz Financial Services
Michigan
$4.55M -$1.42M 5 0.08% Reduced
370
BC
Belmont Capital
California
$4.55M -$829K 1 0.82% Reduced
371
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$4.5M +$298K 1 0.16% Increased
372
PIWA
Prevail Innovative Wealth Advisors
Kansas
$4.46M +$6.24M 2 1.19% New
373
Old Mission Capital
Old Mission Capital
Illinois
$4.39M +$4.08M 1 0.06% New
374
FM
Freemont Management
Switzerland
$4.33M +$5.52M 1 1.42% New
375
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$4.32M +$5.74M 3 0.03% New