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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
PAMI
Perseverance Asset Management International
Cayman Islands
$17.6M +$13.7M 1 1.93% New
477
PCMH
Polymer Capital Management (HK)
Hong Kong
$17.5M -$10.6M 3 1.51% Reduced
478
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$17.3M +$7.74M 4 0.18% Increased
479
EWS
Evergreen Wealth Solutions
Pennsylvania
$17.3M -$74K 1 1.22% Reduced
480
PA
Paralel Advisors
Colorado
$17.2M $0 1 0.71% Maintained
481
CP
CenterBook Partners
Connecticut
$17.2M -$858K 4 0.92% Reduced
482
PCM
Penn Capital Management
Pennsylvania
$17M -$18.5M 2 1.32% Reduced
483
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$17M +$1.13M 6 0.18% Increased
484
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$17M +$1.37M 6 0.01% Increased
485
ACM
Atika Capital Management
New York
$16.9M -$8.06M 1 2.13% Reduced
486
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$16.9M -$448K 7 0.18% Reduced
487
Callan Family Office
Callan Family Office
Pennsylvania
$16.8M -$1.67M 6 0.38% Reduced
488
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$16.7M +$4.21M 10 0.43% Increased
489
Advisors Asset Management
Advisors Asset Management
Colorado
$16.6M +$763K 6 0.28% Increased
490
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$16.5M +$8.34M 2 0.45% Increased
491
Swiss Life Asset Management
Swiss Life Asset Management
$16.5M -$1.27M 5 0.08% Reduced
492
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$16.4M -$3.86M 5 0.04% Reduced
493
WLG
Williamson Legacy Group
Indiana
$16.2M -$3.42M 3 12.17% Reduced
494
Masters Capital Management
Masters Capital Management
Georgia
$16.1M $0 1 0.53% Maintained
495
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$16.1M -$4.5M 3 0.17% Reduced
496
ORI
Oak Ridge Investments
Illinois
$16M -$67.7K 3 1.06% Reduced
497
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$16M -$12.3M 2 0.2% Reduced
498
Kestra Advisory Services
Kestra Advisory Services
Texas
$16M -$1.94M 6 0.06% Reduced
499
PEAK6
PEAK6
Illinois
$15.9M -$65.2M 5 0.04% Reduced
500
GTAM
Global Trust Asset Management
Florida
$15.9M -$2.79M 4 6.07% Reduced