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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
401
FHB
First Hawaiian Bank
Hawaii
$3.68M -$953K 3 0.12% Reduced
402
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$3.66M $0 2 0.05% Maintained
403
TA
Tectonic Advisors
Texas
$3.56M +$3.05M 1 0.23% New
404
Private Advisor Group
Private Advisor Group
New Jersey
$3.51M -$46.5K 4 0.02% Reduced
405
RAM
Redmond Asset Management
Virginia
$3.5M -$7.47K 1 1.1% Reduced
406
BOK Financial
BOK Financial
Oklahoma
$3.49M +$756K 3 0.06% Increased
407
AIM
Aquila Investment Management
New York
$3.47M $0 1 3.86% Maintained
408
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$3.46M +$415K 5 0.06% Increased
409
PEAK6 Investments
PEAK6 Investments
Illinois
$3.45M +$1.05M 3 0.01% Increased
410
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.45M +$1.16M 5 0.01% Increased
411
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$3.45M -$89.3K 9 0.02% Reduced
412
Bahl & Gaynor
Bahl & Gaynor
Ohio
$3.45M -$159K 1 0.02% Reduced
413
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.44M -$707K 4 0.01% Reduced
414
LTAS
Linden Thomas Advisory Services
North Carolina
$3.41M -$10.4K 1 0.47% Reduced
415
BRWA
B. Riley Wealth Advisors
Florida
$3.32M -$632K 2 0.09% Reduced
416
Savant Capital
Savant Capital
Illinois
$3.3M +$519K 2 0.03% Increased
417
CIS
Connors Investor Services
Pennsylvania
$3.26M -$577K 1 0.32% Reduced
418
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$3.25M -$698K 3 0.04% Reduced
419
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.22M $0 3 0.95% Maintained
420
ProShare Advisors
ProShare Advisors
Maryland
$3.22M -$191K 8 0.01% Reduced
421
NAM
NorthCrest Asset Manangement
Minnesota
$3.18M +$49.3K 5 0.1% Increased
422
AE Wealth Management
AE Wealth Management
Kansas
$3.17M -$59.6K 2 0.03% Reduced
423
SWM
Segment Wealth Management
Texas
$3.16M $0 1 0.22% Maintained
424
RA
Rational Advisors
New York
$3.15M +$1.23M 1 0.3% Increased
425
VIM
Vista Investment Management
Pennsylvania
$3.12M -$138K 1 1.18% Reduced