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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
SCM
Semanteon Capital Management
Massachusetts
$785K +$843K 1 0.5% New
577
Winton Group
Winton Group
United Kingdom
$783K +$635K 1 0.06% Increased
578
IIM
Ironwood Investment Management
Massachusetts
$781K -$25.1K 1 0.38% Reduced
579
Rockefeller Capital Management
Rockefeller Capital Management
New York
$762K +$459K 1 0% Increased
580
Fulton Bank
Fulton Bank
Pennsylvania
$758K -$46.6K 2 0.03% Reduced
581
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$754K -$368K 1 0.01% Reduced
582
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$753K $0 1 0.02% Maintained
583
FC
FORA Capital
Florida
$749K +$472K 1 0.06% Increased
584
Advisors Asset Management
Advisors Asset Management
Colorado
$744K +$165K 4 0.01% Increased
585
Smithfield Trust
Smithfield Trust
Pennsylvania
$735K +$72.6K 2 0.04% Increased
586
AXQ Capital
AXQ Capital
New Jersey
$727K +$538K 1 0.17% Increased
587
Global X Japan
Global X Japan
Japan
$724K +$425K 1 0.15% Increased
588
Fort Sheridan Advisors
Fort Sheridan Advisors
Illinois
$716K -$183K 1 0.13% Reduced
589
Premier Fund Managers
Premier Fund Managers
United Kingdom
$711K +$186K 2 0.03% Increased
590
Oppenheimer & Co
Oppenheimer & Co
New York
$693K -$379K 2 0.01% Reduced
591
SkyOak Wealth
SkyOak Wealth
Michigan
$691K -$42.8K 1 0.17% Reduced
592
CIM
CIM Investment Management
Pennsylvania
$665K $0 2 0.2% Maintained
593
Cetera Advisor Networks
Cetera Advisor Networks
California
$664K -$662K 3 0% Reduced
594
Truvestments Capital
Truvestments Capital
Florida
$657K +$209K 3 0.25% Increased
595
Aureus Asset Management
Aureus Asset Management
Massachusetts
$651K $0 1 0.04% Maintained
596
Siemens Fonds Invest
Siemens Fonds Invest
Germany
$651K +$763K 1 0.05% New
597
Mission Wealth Management
Mission Wealth Management
California
$649K +$93.3K 2 0.02% Increased
598
Avior Wealth Management
Avior Wealth Management
Nebraska
$642K +$305K 9 0.03% Increased
599
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$638K +$242K 2 0.03% Increased
600
Headlands Technologies
Headlands Technologies
Illinois
$617K +$422K 2 0.15% Increased