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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
Park Avenue Securities
Park Avenue Securities
New York
$2.22M +$433K 4 0.03% Increased
452
Aquatic Capital Management
Aquatic Capital Management
Illinois
$2.2M +$426K 3 0.08% Increased
453
WIM
Westside Investment Management
California
$2.16M -$13.6K 3 0.49% Reduced
454
Savant Capital
Savant Capital
Illinois
$2.15M +$1.39M 2 0.02% Increased
455
JEST
JTC Employer Solutions Trustee
Jersey
$2.13M $0 2 0.14% Maintained
456
Quantinno Capital Management
Quantinno Capital Management
New York
$2.1M +$746K 2 0.04% Increased
457
HIM
Herald Investment Management
United Kingdom
$2.1M $0 1 0.34% Maintained
458
SAM
Securian Asset Management
Minnesota
$2.08M -$48.5K 4 0.06% Reduced
459
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$2.08M +$443K 4 0.04% Increased
460
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$2.04M $0 1 0.02% Maintained
461
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$2.04M +$2.01M 1 0% New
462
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$2.02M -$2.97M 1 0% Reduced
463
ACMH
Andar Capital Management (HK)
Hong Kong
$2.01M +$1.39M 1 2.79% New
464
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.99M +$213K 3 0.02% Increased
465
Vontobel Holding
Vontobel Holding
Switzerland
$1.97M -$1.98M 2 0.01% Reduced
466
SSWM
Sheets Smith Wealth Management
North Carolina
$1.96M -$541 1 0.23% Reduced
467
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$1.95M -$482K 3 0.01% Reduced
468
RWA
Roberts Wealth Advisors
California
$1.95M +$52.2K 1 0.67% Increased
469
BOK Financial
BOK Financial
Oklahoma
$1.95M +$1.62M 2 0.04% Increased
470
CPBTD
Central Pacific Bank - Trust Division
Hawaii
$1.93M -$79K 4 0.23% Reduced
471
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.92M +$581K 5 0.01% Increased
472
Cantor Fitzgerald
Cantor Fitzgerald
New York
$1.92M +$1.67M 1 0.38% New
473
BSB
Bangor Savings Bank
Maine
$1.92M -$95.4K 1 0.19% Reduced
474
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$1.92M -$442K 1 0.03% Reduced
475
Corient Private Wealth
Corient Private Wealth
Florida
$1.89M +$674K 4 0% Increased