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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
626
ODDO BHF Asset Management
ODDO BHF Asset Management
France
$6.06M -$373K 1 0.23% Reduced
627
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$6.01M -$308K 8 0.22% Reduced
628
Vinva Investment Management
Vinva Investment Management
Australia
$5.9M +$5.4M 2 0.07% New
629
Headlands Technologies
Headlands Technologies
Illinois
$5.9M +$4.8M 2 0.49% New
630
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$5.87M +$197K 2 0.04% Increased
631
HLAM
Hidden Lake Asset Management
New York
$5.85M +$4.08M 1 1.48% New
632
Zacks Investment Management
Zacks Investment Management
Illinois
$5.78M +$406K 1 0.05% Increased
633
Azzad Asset Management
Azzad Asset Management
Virginia
$5.73M +$2.38K 2 0.56% Increased
634
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$5.73M +$166K 5 0.02% Increased
635
DCM
Dilation Capital Management
New York
$5.66M +$889K 1 2.6% Increased
636
CCAM
Capelight Capital Asset Management
New York
$5.64M +$4.77M 3 4.47% New
637
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$5.49M +$1.74M 2 0.04% Increased
638
IRP
Investment Research Partners
Pennsylvania
$5.49M +$4.55M 1 2.36% New
639
VIM
Vista Investment Management
Pennsylvania
$5.48M -$387K 1 1.81% Reduced
640
Caitong International Asset Management
Caitong International Asset Management
Hong Kong
$5.47M +$4.15M 7 1.34% Increased
641
MM
Monolith Management
Hong Kong
$5.46M -$12.8M 3 2.04% Reduced
642
Evergreen Wealth Solutions
Evergreen Wealth Solutions
Pennsylvania
$5.41M +$3.98M 1 0.75% Increased
643
Geneos Wealth Management
Geneos Wealth Management
Colorado
$5.38M -$712K 6 0.13% Reduced
644
Premier Fund Managers
Premier Fund Managers
United Kingdom
$5.37M +$3.62M 2 0.31% Increased
645
Rakuten Investment Management
Rakuten Investment Management
Japan
$5.37M -$12.6M 3 0.02% Reduced
646
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
$5.31M +$3.83M 4 0.19% Increased
647
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$5.3M +$1.35M 1 0.11% Increased
648
WPC
White Pine Capital
Minnesota
$5.29M +$1.88M 4 1.45% Increased
649
AC
Amitell Capital
Singapore
$5.23M -$3.21M 1 5.84% Reduced
650
CIBC World Market
CIBC World Market
Ontario, Canada
$5.22M -$16.3M 7 0.01% Reduced