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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
601
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$16.1M +$1.75M 6 0.18% Increased
602
SBI Securities
SBI Securities
Japan
$16.1M +$1.12M 9 0.37% Increased
603
Zacks Investment Management
Zacks Investment Management
Illinois
$16M +$410K 2 0.11% Increased
604
HVIA
Hudson Valley Investment Advisors
New York
$15.8M -$2.9M 1 1.92% Reduced
605
Banco Santander
Banco Santander
Spain
$15.8M +$13M 3 0.1% Increased
606
FC
FORA Capital
Florida
$15.7M -$2.03M 4 1.08% Reduced
607
HIS
Harvest Investment Services
Illinois
$15.7M +$9.05M 6 2.43% Increased
608
TIM
Thompson Investment Management
Wisconsin
$15.7M -$4.52M 2 1.8% Reduced
609
Capital International Sarl
Capital International Sarl
California
$15.6M +$14.6M 2 0.22% New
610
Allianz
Allianz
Germany
$15.5M -$1.7M 4 0.16% Reduced
611
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$15.5M -$12.1M 12 0.38% Reduced
612
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$15.3M -$43.4M 3 0.23% Reduced
613
AAM
Azzad Asset Management
Virginia
$15.3M -$721K 2 1.35% Reduced
614
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$15.3M -$17.9M 4 0.38% Reduced
615
Farther Finance Advisors
Farther Finance Advisors
California
$15.2M +$4.47M 10 0.12% Increased
616
Krane Funds Advisors
Krane Funds Advisors
New York
$15.1M +$3.44M 3 0.54% Increased
617
FA
Fedenia Advisers
Wisconsin
$15.1M +$14.1M 3 3.59% Increased
618
I
InterCapital
Texas
$15.1M +$6.52M 1 3.77% Increased
619
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$15.1M +$7.03M 2 0.19% Increased
620
Profund Advisors
Profund Advisors
Maryland
$15M +$5.06M 6 0.41% Increased
621
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$15M -$1.07M 7 0.14% Reduced
622
Norinchukin Bank
Norinchukin Bank
Japan
$15M +$5.53M 3 0.15% Increased
623
TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$14.9M +$1.76M 5 2.93% Increased
624
EULAV Asset Management
EULAV Asset Management
Florida
$14.8M -$2.55M 3 0.47% Reduced
625
WMA
West Michigan Advisors
Michigan
$14.8M +$10.3M 4 2.81% Increased