← All themes Semiconductors

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
351	PCA Providence Capital Advisors Charlotte, North Carolina	$3.39M	+$208K	1	1.38%	Increased
352	Group One Trading Chicago, Illinois	$3.36M	-$2.83M	6	0.01%	Reduced
353	CIBC World Markets New York	$3.36M	+$2.82M	1	0.02%	New
354	Oberweis Asset Management Lisle, Illinois	$3.33M	-$383K	2	0.88%	Reduced
355	Handelsbanken Fonder Stockholm, Sweden	$3.3M	$0	3	0.02%	Maintained
356	FWC First Washington Corp Seattle, Washington	$3.28M	-$33.6K	1	1.48%	Reduced
357	CAM Connacht Asset Management New York	$3.28M	+$2.85M	2	1.56%	New
358	MAM Marketfield Asset Management New York	$3.2M	-$89.5K	1	2.26%	Reduced
359	Cetera Investment Advisers Schaumburg, Illinois	$3.14M	+$2.74M	3	0.06%	Increased
360	QS Investors New York	$3.1M	+$40.6K	4	0.04%	Increased
361	CS Comerica Securities Detroit, Michigan	$3.07M	+$2.79M	1	0.25%	New
362	Moore Capital Management New York	$3.06M	-$2.38M	1	0.03%	Reduced
363	APF Alaska Permanent Fund Juneau, Alaska	$3.06M	$0	1	0.06%	Maintained
364	Hillsdale Investment Management Toronto, Ontario, Canada	$3.02M	-$1.77M	3	0.29%	Reduced
365	Maverick Capital Dallas, Texas	$3M	+$1.65M	4	0.05%	Increased
366	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.92M	-$97.3K	1	0.27%	Reduced
367	IP Intellectus Partners San Francisco, California	$2.92M	+$498K	2	0.87%	Increased
368	DTL Dynamic Technology Lab Singapore	$2.91M	-$161K	6	0.47%	Reduced
369	HJIM Henry James International Management New York	$2.89M	+$394	1	1.01%	Increased
370	RIL Rothschild Investment LLC Chicago, Illinois	$2.87M	+$30K	2	0.28%	Increased
371	SBL Sargent Bickham Lagudis Boulder, Colorado	$2.87M	-$55.8K	2	0.27%	Reduced
372	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.86M	-$2.89M	2	0.02%	Reduced
373	Empowered Funds Havertown, Pennsylvania	$2.83M	+$2.38M	1	0.54%	New
374	FIM Freedom Investment Management Hartford, Connecticut	$2.8M	-$75.8K	3	0.31%	Reduced
375	HRT Financial New York	$2.8M	+$1.33M	4	0.06%	Increased