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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
476
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.84M +$1.8M 2 0.01% Increased
477
CIP
Convergence Investment Partners
Florida
$3.8M +$297K 2 0.96% Increased
478
SCM
Shaolin Capital Management
Florida
$3.8M +$3.1M 1 0.13% New
479
OHIS
Oak Harvest Investment Services
Texas
$3.77M +$3.26M 2 0.47% New
480
SCP
Sender Company & Partners
New York
$3.75M +$1.3M 3 1.06% Increased
481
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$3.72M -$1.21M 2 0.01% Reduced
482
Wolverine Trading
Wolverine Trading
Illinois
$3.72M -$2.13M 7 0% Reduced
483
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$3.7M -$868K 3 0.07% Reduced
484
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.7M +$252K 9 0.01% Increased
485
Vident Advisory
Vident Advisory
Georgia
$3.69M +$1.56M 7 0.04% Increased
486
Sanctuary Advisors
Sanctuary Advisors
Indiana
$3.68M +$1.88M 6 0.02% Increased
487
JB Capital
JB Capital
Connecticut
$3.6M +$61.7K 1 0.17% Increased
488
PA
Paralel Advisors
Colorado
$3.6M -$479K 1 0.15% Reduced
489
Vontobel Holding
Vontobel Holding
Switzerland
$3.56M -$72.9K 3 0.01% Reduced
490
Congress Asset Management
Congress Asset Management
Massachusetts
$3.51M +$1.83M 1 0.02% Increased
491
NAM
NorthCrest Asset Manangement
Minnesota
$3.49M -$340K 4 0.09% Reduced
492
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.49M +$18.2K 3 0.01% Increased
493
WW
Waterfront Wealth
Kansas
$3.49M -$492K 1 0.78% Reduced
494
Utah Retirement Systems
Utah Retirement Systems
Utah
$3.47M +$88.4K 4 0.04% Increased
495
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$3.45M -$1.08M 10 0.09% Reduced
496
HPCM
Hunter Perkins Capital Management
Illinois
$3.41M -$3.96K 1 0.81% Reduced
497
Boston Partners
Boston Partners
Massachusetts
$3.4M +$2.39M 1 0% Increased
498
AAM
Azzad Asset Management
Virginia
$3.39M +$805K 2 0.36% Increased
499
WIM
Westside Investment Management
California
$3.38M +$84.5K 4 0.63% Increased
500
Madison Asset Management
Madison Asset Management
Wisconsin
$3.38M +$31.6K 1 0.04% Increased