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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
851
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$2.93M 0 – Closed
852
LC
Lourd Capital
California
$0 -$59K 0 – Closed
853
LWA
Lowe Wealth Advisors
Maryland
$0 +$57 2 0% Increased
854
MA
MANA Advisors
New York
$0 -$161K 0 – Closed
855
MAI
Marble Arch Investments
New York
$0 -$13.6M 0 – Closed
856
MPA
Marvin & Palmer Associates
Delaware
$0 -$33K 0 – Closed
857
MCF Advisors
MCF Advisors
Kentucky
$0 $0 0 – Closed
858
ME
McIlrath & Eck
Washington
$0 $0 1 0% Maintained
859
MYAM
Meiji Yasuda Asset Management
Japan
$0 -$245K 0 – Closed
860
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$0 -$716K 0 – Closed
861
MC
Menta Capital
California
$0 -$877K 0 – Closed
862
MPM
Meritage Portfolio Management
Kansas
$0 -$5.18M 0 – Closed
863
MGO One Seven
MGO One Seven
Ohio
$0 -$4K 1 0% Reduced
864
MC
Miles Capital
Iowa
$0 -$83K 0 – Closed
865
MCP
Moab Capital Partners
New York
$0 -$198K 0 – Closed
866
MBT
Monroe Bank & Trust
Michigan
$0 $0 0 – Closed
867
MC
Montag & Caldwell
Georgia
$0 -$262K 0 – Closed
868
MAP
Moody Aldrich Partners
Massachusetts
$0 -$476K 0 – Closed
869
MUFG Americas
MUFG Americas
New York
$0 -$35K 0 – Closed
870
NSLI
Nan Shan Life Insurance
Taiwan
$0 -$33.7M 0 – Closed
871
NCM
Nelson Capital Management
California
$0 $0 1 0% Maintained
872
NAM
NorthCoast Asset Management
Connecticut
$0 -$1.3M 0 – Closed
873
OCMI
Oaktop Capital Management II
New Jersey
$0 -$1.4M 0 – Closed
874
OC
Oakworth Capital
Alabama
$0 -$539 1 0% Reduced
875
OAM
Origin Asset Management
United Kingdom
$0 -$333K 0 – Closed