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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
526
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$1.12M +$162K 1 0.1% Increased
527
QIM
Quantitative Investment Management
Virginia
$1.12M -$1.7M 3 0.1% Reduced
528
Prospera Financial Services
Prospera Financial Services
Texas
$1.11M +$288K 3 0.06% Increased
529
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$1.11M -$65.1K 2 0.11% Reduced
530
Smithfield Trust
Smithfield Trust
Pennsylvania
$1.1M +$1.68K 3 0.07% Increased
531
AP
AtonRa Partners
Switzerland
$1.09M -$25.3K 1 0.4% Reduced
532
HWAM
Hennion & Walsh Asset Management
New Jersey
$1.09M -$14.8K 1 0.06% Reduced
533
Venture Visionary Partners
Venture Visionary Partners
Ohio
$1.09M +$107K 2 0.09% Increased
534
APA
American Portfolios Advisors
New York
$1.08M +$53.9K 8 0.04% Increased
535
IIM
Ironwood Investment Management
Massachusetts
$1.07M -$14.2K 1 0.54% Reduced
536
Cetera Advisors
Cetera Advisors
Colorado
$1.07M +$214K 3 0.03% Increased
537
ECM
EMC Capital Management
Texas
$1.06M +$88.1K 1 0.6% Increased
538
BU
BBVA USA
Alabama
$1.06M +$966K 3 0.06% New
539
SGA
Strategic Global Advisors
California
$1.04M +$13.8K 1 0.19% Increased
540
PCM
Perkins Capital Management
Minnesota
$1.04M $0 1 0.59% Maintained
541
Creative Planning
Creative Planning
Kansas
$1.02M -$2.08M 3 0% Reduced
542
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.02M +$986K 1 0.01% New
543
People's United Financial
People's United Financial
Connecticut
$1.01M -$42.3K 1 0.02% Reduced
544
H
HoyleCohen
California
$1.01M $0 4 0.08% Maintained
545
GAA
Green Alpha Advisors
Colorado
$1M +$348K 1 0.68% Increased
546
Pathstone Family Office
Pathstone Family Office
New Jersey
$1M +$184K 2 0.03% Increased
547
VAM
Verity Asset Management
North Carolina
$1M +$39.9K 1 0.55% Increased
548
WAM
Werlinich Asset Management
Connecticut
$1M +$67.3K 1 0.81% Increased
549
TW
TrinityPoint Wealth
Connecticut
$998K +$170K 1 0.2% Increased
550
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$992K -$16.5K 3 0.05% Reduced