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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
576
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$18.8M +$545K 4 0.37% Increased
577
Banque Transatlantique
Banque Transatlantique
France
$18.8M +$19.5M 1 0.4% New
578
CUAMC
China Universal Asset Management Company
China
$18.7M +$3.64M 5 1.12% Increased
579
Aquatic Capital Management
Aquatic Capital Management
Illinois
$18.7M +$18M 2 0.64% New
580
Parnassus Investments
Parnassus Investments
California
$18.4M +$19.1M 1 0.05% New
581
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$18.2M +$2M 6 0.24% Increased
582
Park Avenue Securities
Park Avenue Securities
New York
$18.1M +$607K 6 0.11% Increased
583
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$18M -$1.53M 1 0.61% Reduced
584
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$17.9M +$2.98M 6 0.12% Increased
585
KCM
Kultura Capital Management
Utah
$17.9M -$1.13M 3 3.24% Reduced
586
KLWA
Kelly Lawrence W & Associates
California
$17.6M -$5.26M 3 3.76% Reduced
587
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$17.4M +$8.19M 4 0.23% Increased
588
AGAM
Avalon Global Asset Management
California
$17.4M -$1.66M 1 1.9% Reduced
589
Axxcess Wealth Management
Axxcess Wealth Management
California
$16.9M +$16.2M 3 0.27% New
590
IHG
Insight Holdings Group
New York
$16.8M +$3.54M 2 1.28% Increased
591
Lido Advisors
Lido Advisors
California
$16.8M +$1.97M 7 0.05% Increased
592
Mizuho Securities USA
Mizuho Securities USA
New York
$16.7M +$4.29M 3 0.27% Increased
593
VDBMI
Van Den Berg Management I
Texas
$16.6M -$7.96M 1 3.5% Reduced
594
PineBridge Investments
PineBridge Investments
New York
$16.4M +$16.2M 6 0.14% Increased
595
Armistice Capital
Armistice Capital
New York
$16.4M +$3.44M 3 0.2% Increased
596
GXJ
Global X Japan
Japan
$16.3M +$6.62M 3 0.6% Increased
597
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$16.3M +$3.83M 8 0.56% Increased
598
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$16.3M -$12.4M 3 0.19% Reduced
599
LI
Leeward Investments
Massachusetts
$16.2M -$14.2M 1 0.74% Reduced
600
OHIS
Oak Harvest Investment Services
Texas
$16.1M -$14.1M 3 1.51% Reduced