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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
1226
GL
Graypoint LLC
New York
$0 -$160K 0 – Closed
1227
GF
Greenhouse Funds
Maryland
$0 -$52.2M 0 – Closed
1228
HVCM
Hel Ved Capital Management
Hong Kong
$0 -$2.24M 0 – Closed
1229
HC
Henshaw Capital
Massachusetts
$0 -$689K 0 – Closed
1230
HLAM
Hidden Lake Asset Management
New York
$0 -$9.3M 0 – Closed
1231
HNB
Hilltop National Bank
Wyoming
$0 -$84.7K 0 – Closed
1232
HCS
Himension Capital (Singapore)
Singapore
$0 -$1M 0 – Closed
1233
HRC
Hoertkorn Richard Charles
$0 -$11 0 – Closed
1234
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0 -$7.14M 0 – Closed
1235
HSA
Hussman Strategic Advisors
Maryland
$0 -$2.49M 0 – Closed
1236
I
InceptionR
California
$0 -$200K 0 – Closed
1237
IA
Inspire Advisors
Idaho
$0 -$2.44M 0 – Closed
1238
IIC
Ironwood Investment Counsel
Arizona
$0 -$92.2K 0 – Closed
1239
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$0 -$587K 0 – Closed
1240
JGC
J. Goldman & Co
New York
$0 -$4.13M 0 – Closed
1241
JFA
JNBA Financial Advisors
Minnesota
$0 -$60.9K 0 – Closed
1242
JPLA
Joseph P. Lucia & Associates
New York
$0 -$56.7K 0 – Closed
1243
KTA
Keeley-Teton Advisors
Illinois
$0 -$4.46M 0 – Closed
1244
KFP
Keener Financial Planning
Texas
$0 $0 1 0% Maintained
1245
KFS
Kelly Financial Services
Massachusetts
$0 -$10.3K 0 – Closed
1246
KIG
Kennedy Investment Group
New Jersey
$0 -$40.2K 0 – Closed
1247
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$0 -$338K 0 – Closed
1248
KHCM
Kettle Hill Capital Management
New York
$0 -$19.4M 0 – Closed
1249
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$0 -$392K 0 – Closed
1250
KA
KLCM Advisors
Wisconsin
$0 -$44.3K 0 – Closed