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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
1901
Oribel Capital Management
Oribel Capital Management
New York
$0 -$4.22M 0 – Closed
1902
PAM
Parvin Asset Management
South Dakota
$0 -$2.65K 0 – Closed
1903
PA
PFG Advisors
Arizona
$0 -$365K 0 – Closed
1904
P
Pitcairn
Pennsylvania
$0 -$791K 0 – Closed
1905
PointState Capital
PointState Capital
New York
$0 -$22.6M 0 – Closed
1906
PL
Polianta Ltd
Jersey
$0 -$1.54M 0 – Closed
1907
PCA
Providence Capital Advisors
North Carolina
$0 -$6.62M 0 – Closed
1908
QIM
Quantitative Investment Management
Virginia
$0 -$1.26M 0 – Closed
1909
RFG
REAP Financial Group
Texas
$0 -$14.6K 0 – Closed
1910
RAM
Revere Asset Management
Texas
$0 -$3.06M 0 – Closed
1911
RA
Rise Advisors
New York
$0 -$170K 0 – Closed
1912
RWM
RMG Wealth Management
Wisconsin
$0 -$5.09K 0 – Closed
1913
RS
R Squared
Hong Kong
$0 -$329K 0 – Closed
1914
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$0 -$2.68K 0 – Closed
1915
SMH
Sanders Morris Harris
Texas
$0 -$2.67M 0 – Closed
1916
SP
Saranac Partners
$0 -$130K 0 – Closed
1917
SLC
Second Line Capital
Louisiana
$0 -$4.28M 0 – Closed
1918
SCM
Semanteon Capital Management
Massachusetts
$0 -$1.14M 0 – Closed
1919
SL
Sentry LLC
Tennessee
$0 -$55.4K 0 – Closed
1920
SCM
Shaolin Capital Management
Florida
$0 -$11.4M 0 – Closed
1921
SPA
Sherbrooke Park Advisers
New York
$0 -$1.45M 0 – Closed
1922
SGDR
SPX Gestao de Recursos
Brazil
$0 -$9.8M 0 – Closed
1923
SCM
Stevens Capital Management
Pennsylvania
$0 -$202K 0 – Closed
1924
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$0 -$737K 0 – Closed
1925
SB
Strategic Blueprint
Georgia
$0 -$37.1K 0 – Closed