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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
501
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$1.26M -$154K 1 0.16% Reduced
502
Synovus Financial
Synovus Financial
Georgia
$1.26M -$185K 2 0.01% Reduced
503
Waterfront Wealth
Waterfront Wealth
Kansas
$1.26M -$33.5K 1 0.61% Reduced
504
Moors & Cabot
Moors & Cabot
Massachusetts
$1.25M +$612K 2 0.08% Increased
505
PWMG
Pinnacle Wealth Management Group
Michigan
$1.24M +$9.7K 2 0.94% Increased
506
First Eagle Investment Management
First Eagle Investment Management
New York
$1.24M +$1.19M 3 0% Increased
507
Waverly Advisors
Waverly Advisors
Alabama
$1.24M $0 1 0.11% Maintained
508
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$31.4K 5 0% Increased
509
Capital Asset Advisory Services
Capital Asset Advisory Services
Michigan
$1.22M +$50.4K 1 0.14% Increased
510
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$1.21M -$611 2 0.01% Reduced
511
Zacks Investment Management
Zacks Investment Management
Illinois
$1.21M -$6.58M 2 0.02% Reduced
512
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$1.19M -$283K 2 0.04% Reduced
513
GSA Capital Partners
GSA Capital Partners
United Kingdom
$1.19M +$63.7K 2 0.12% Increased
514
MCM
Marathon Capital Management
Maryland
$1.18M -$227K 1 0.27% Reduced
515
Magnetar Financial
Magnetar Financial
Illinois
$1.17M +$493K 1 0.01% Increased
516
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$1.16M +$47.5K 1 0.06% Increased
517
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$1.15M $0 1 0.02% Maintained
518
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$1.14M -$14.5K 1 0.12% Reduced
519
CCG
Ceeto Capital Group
Florida
$1.13M -$83.8K 2 0.53% Reduced
520
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$1.12M +$162K 5 0.06% Increased
521
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1.12M -$71.5K 7 0.02% Reduced
522
GIM
Guild Investment Management
California
$1.12M -$1.59M 1 1.08% Reduced
523
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$1.11M +$10.7K 2 0.13% Increased
524
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$1.1M +$30.5K 2 0.11% Increased
525
WA
WealthTrust Axiom
Pennsylvania
$1.09M +$177K 2 0.37% Increased