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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
Spire Wealth Management
Spire Wealth Management
Virginia
$899K +$954K 7 0.02% New
577
CL
CIM LLC
New York
$898K +$61.5K 1 0.16% Increased
578
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$896K +$1.07M 1 0.09% New
579
CCG
Ceeto Capital Group
Florida
$890K $0 2 0.43% Maintained
580
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$879K -$21K 6 0% Reduced
581
Quilter Plc
Quilter Plc
United Kingdom
$879K +$285K 1 0.03% Increased
582
Pathstone Family Office
Pathstone Family Office
New Jersey
$875K +$827K 2 0.03% Increased
583
SignatureFD
SignatureFD
Georgia
$871K +$34.1K 8 0.04% Increased
584
WAM
Westport Asset Management
Connecticut
$868K +$602K 1 0.4% Increased
585
WIS
Wright Investors Service
Connecticut
$855K -$3.8K 1 0.26% Reduced
586
Prospera Financial Services
Prospera Financial Services
Texas
$844K +$396K 2 0.05% Increased
587
DF
Donoghue Forlines
Massachusetts
$843K +$247K 2 0.16% Increased
588
Boston Partners
Boston Partners
Massachusetts
$841K -$1.36M 1 0% Reduced
589
Bank Hapoalim BM
Bank Hapoalim BM
Israel
$839K -$9.06K 1 0.11% Reduced
590
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$836K -$1.1M 1 0.02% Reduced
591
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$836K +$112K 3 0.05% Increased
592
IndexIQ Advisors
IndexIQ Advisors
New York
$836K +$818K 2 0.03% New
593
Intrust Bank
Intrust Bank
Kansas
$834K +$27.9K 1 0.12% Increased
594
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$828K +$24.8K 3 0% Increased
595
NewEdge Advisors
NewEdge Advisors
Louisiana
$828K +$753K 5 0.02% Increased
596
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$825K +$869K 1 0.05% New
597
Navellier & Associates
Navellier & Associates
Nevada
$818K +$48K 1 0.15% Increased
598
Perigon Wealth Management
Perigon Wealth Management
California
$807K -$101K 2 0.08% Reduced
599
MAI Capital Management
MAI Capital Management
Ohio
$804K $0 1 0.02% Maintained
600
Cigna Investments
Cigna Investments
Connecticut
$800K +$22.9K 3 0.06% Increased