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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
Sanctuary Advisors
Sanctuary Advisors
Indiana
$6.06M +$527K 6 0.03% Increased
477
MIC
Maxi Investments CY
Cyprus
$6.02M -$9.28M 2 1.25% Reduced
478
Atria Investments
Atria Investments
North Carolina
$5.95M -$2.9M 5 0.07% Reduced
479
SP
Summit Partners
Massachusetts
$5.93M $0 1 0.64% Maintained
480
Quadrant Capital Group
Quadrant Capital Group
Ohio
$5.92M -$141K 8 0.19% Reduced
481
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$5.88M +$368K 8 0.02% Increased
482
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$5.87M +$404K 6 0.03% Increased
483
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$5.84M +$3.85M 2 0.07% Increased
484
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$5.81M -$104K 5 0.09% Reduced
485
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.71M +$4.1M 2 0.01% New
486
AI
Atom Investors
Texas
$5.7M -$6.43M 2 0.43% Reduced
487
KAM
Kopion Asset Management
Texas
$5.69M -$1.85M 1 3.69% Reduced
488
AGAM
Avalon Global Asset Management
California
$5.69M +$660K 1 0.65% Increased
489
AC
Amitell Capital
Singapore
$5.67M -$3.81M 1 3.46% Reduced
490
&Partners
&Partners
Tennessee
$5.6M -$633K 5 0.04% Reduced
491
NewEdge Advisors
NewEdge Advisors
Louisiana
$5.53M -$1.84M 7 0.03% Reduced
492
Zacks Investment Management
Zacks Investment Management
Illinois
$5.46M -$1.61M 1 0.04% Reduced
493
Marsico Capital Management
Marsico Capital Management
Colorado
$5.44M +$5.77M 1 0.14% New
494
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$5.43M $0 3 0.6% Maintained
495
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$5.42M +$3.86M 4 0.04% Increased
496
AGF Management
AGF Management
Ontario, Canada
$5.41M +$5.01M 1 0.02% New
497
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$5.4M +$1.95M 4 0% Increased
498
Diversified Trust
Diversified Trust
Tennessee
$5.38M +$764K 3 0.11% Increased
499
PCM
Pinnbrook Capital Management
New York
$5.37M +$4.52M 1 0.59% New
500
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$5.35M -$2.39M 1 0.05% Reduced