← 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	State of Alaska Department of Revenue Juneau, Alaska	$4.67M	-$385K	4	0.05%	Reduced
352	Hancock Whitney Gulfport, Mississippi	$4.67M	-$73.6K	3	0.15%	Reduced
353	1CM 1492 Capital Management Milwaukee, Wisconsin	$4.67M	+$4.1M	2	2.3%	New
354	Markel Group Glen Allen, Virginia	$4.62M	$0	1	0.05%	Maintained
355	DTL Dynamic Technology Lab Singapore	$4.61M	+$2.88M	6	0.51%	Increased
356	WVP Worth Venture Partners Fort Lee, New Jersey	$4.6M	+$254K	1	2.28%	Increased
357	RIM Redwood Investment Management Scottsdale, Arizona	$4.59M	+$3.95M	1	0.6%	New
358	PEAK6 Investments Chicago, Illinois	$4.57M	-$10.7M	3	0.01%	Reduced
359	KC Knuff & Co Foster City, California	$4.56M	+$1.65M	1	1.41%	Increased
360	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$4.45M	-$26.1K	3	0.09%	Reduced
361	LOAMU Lombard Odier Asset Management (USA) New York	$4.42M	+$3.61M	2	0.17%	New
362	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$4.42M	-$178K	4	0.13%	Reduced
363	Boothbay Fund Management New York	$4.41M	-$1.62M	5	0.1%	Reduced
364	PFM Parsec Financial Management Asheville, North Carolina	$4.37M	+$650K	1	0.18%	Increased
365	FP Foundry Partners Minneapolis, Minnesota	$4.35M	+$272K	1	0.15%	Increased
366	VCA Verdence Capital Advisors Hunt Valley, Maryland	$4.33M	+$196K	2	0.51%	Increased
367	IAS IMA Advisory Services Denver, Colorado	$4.31M	-$500K	1	0.95%	Reduced
368	PHS Pekin Hardy Strauss Chicago, Illinois	$4.3M	-$18.2K	2	0.58%	Reduced
369	DCP Distillate Capital Partners Chicago, Illinois	$4.3M	+$3.96M	1	0.72%	New
370	RIL Rothschild Investment LLC Chicago, Illinois	$4.23M	+$4.22K	2	0.33%	Increased
371	HA Havens Advisors New York	$4.2M	+$3.6M	1	4.96%	New
372	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$4.2M	$0	5	0.53%	Maintained
373	OIM Orca Investment Management Roseburg, Oregon	$4.04M	+$919K	1	3.32%	Increased
374	HP Harvey Partners Tarrytown, New York	$4.04M	+$1.25M	1	1.64%	Increased
375	TCM Tieton Capital Management Yakima, Washington	$3.93M	-$306K	1	2.2%	Reduced