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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
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$6.78M -$4.05M 1 0.1% Reduced
602
Advisory Services Network
Advisory Services Network
Georgia
$6.78M +$23.6K 4 0.1% Increased
603
Circle Wealth Management
Circle Wealth Management
New Jersey
$6.71M +$135K 3 0.1% Increased
604
Bahl & Gaynor
Bahl & Gaynor
Ohio
$6.68M -$158K 1 0.03% Reduced
605
AIP
Arrowpoint Investment Partners
Singapore
$6.6M +$4.87M 2 0.97% New
606
Castle Hook Partners
Castle Hook Partners
New York
$6.58M +$3.39M 2 0.03% Increased
607
PIM
Peregrine Investment Management
Ontario, Canada
$6.54M -$363K 1 4.06% Reduced
608
Ossiam
Ossiam
France
$6.41M +$1.08M 2 0.13% Increased
609
First Business Financial Services
First Business Financial Services
Wisconsin
$6.25M +$152K 1 0.57% Increased
610
Cinctive Capital Management
Cinctive Capital Management
New York
$6.23M -$15.1M 4 0.34% Reduced
611
Virtue Capital Management
Virtue Capital Management
Tennessee
$6.23M -$1.4M 3 0.96% Reduced
612
Summit Trail Advisors
Summit Trail Advisors
New York
$6.21M -$1.54M 4 0.11% Reduced
613
AIIMS
Analyst IMS Investment Management Services
Israel
$6.2M $0 1 0.18% Maintained
614
MP
McDonald Partners
Ohio
$6.2M -$158K 1 1.95% Reduced
615
SBI Securities
SBI Securities
Japan
$6.2M +$2.3M 10 0.16% Increased
616
GIPM
G2 Investment Partners Management
New York
$6.17M -$5.87M 1 1.47% Reduced
617
Profund Advisors
Profund Advisors
Maryland
$6.14M +$34.8K 6 0.19% Increased
618
FCM
FirstWave Capital Management
Florida
$6.14M +$6.12M 2 3.65% New
619
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$6.14M -$7.5M 3 0.28% Reduced
620
Daiwa Securities Group
Daiwa Securities Group
Japan
$6.12M -$471K 6 0.02% Reduced
621
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$6.09M +$3.49M 6 0.04% Increased
622
Westside Investment Management
Westside Investment Management
California
$6.09M -$622K 5 0.97% Reduced
623
SONA Asset Management (US)
SONA Asset Management (US)
New York
$6.08M -$6.73K 3 0.14% Reduced
624
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$6.08M +$2.61M 1 0.08% Increased
625
SM
Sciencast Management
New Jersey
$6.07M +$4.73M 3 0.84% New