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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
451
Cetera Advisor Networks
Cetera Advisor Networks
California
$1.31M -$257K 3 0.01% Reduced
452
Rafferty Asset Management
Rafferty Asset Management
New York
$1.28M +$122K 1 0.01% Increased
453
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$1.27M -$565K 4 0.04% Reduced
454
WIM
Westside Investment Management
California
$1.27M +$89.3K 2 0.36% Increased
455
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$1.26M -$848K 1 0.04% Reduced
456
Simplicity Solutions
Simplicity Solutions
Minnesota
$1.26M -$846K 1 0.04% Reduced
457
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$1.25M -$65.8K 1 0.03% Reduced
458
Regions Financial Corp
Regions Financial Corp
Alabama
$1.25M +$186K 2 0.01% Increased
459
William Blair & Company
William Blair & Company
Illinois
$1.24M +$47.1K 2 0% Increased
460
IP
Intellectus Partners
California
$1.24M -$36.7K 1 0.39% Reduced
461
CAM
ClariVest Asset Management
California
$1.22M +$1.11M 1 0.07% New
462
RP
Riverwater Partners
Wisconsin
$1.22M -$341K 1 1.11% Reduced
463
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.22M -$14K 1 0.01% Reduced
464
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.2M +$718K 2 0.01% Increased
465
TCM
Tieton Capital Management
Washington
$1.19M -$64.8K 1 0.75% Reduced
466
Caxton Associates (New York)
Caxton Associates (New York)
New York
$1.18M -$277K 1 0.16% Reduced
467
VARA
Value Aligned Research Advisors
New Jersey
$1.16M +$1.46M 1 0.36% New
468
AIIMS
Analyst IMS Investment Management Services
Israel
$1.15M $0 1 0.07% Maintained
469
IAS
IMA Advisory Services
Colorado
$1.14M -$19K 1 0.3% Reduced
470
Bridgewater Associates
Bridgewater Associates
Connecticut
$1.12M -$875K 1 0.01% Reduced
471
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$1.12M +$300K 4 0.07% Increased
472
CAM
Cubic Asset Management
Massachusetts
$1.11M +$5.75K 1 0.3% Increased
473
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$1.1M +$1.02M 1 0.02% New
474
JCIA
Jackson Creek Investment Advisors
Colorado
$1.08M +$983K 1 0.46% New
475
AMG National Trust Bank
AMG National Trust Bank
Colorado
$1.08M -$971K 1 0.04% Reduced