← 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
376	LSC Lesa Sroufe & Co Seattle, Washington	$1.46M	+$40.6K	1	1.98%	Increased
377	FRM Foundation Resource Management Little Rock, Arkansas	$1.45M	-$54.3K	1	0.52%	Reduced
378	Gateway Investment Advisers Cincinnati, Ohio	$1.44M	+$11.3K	2	0.02%	Increased
379	HIS Horizon Investment Services Hammond, Indiana	$1.43M	+$23.4K	1	1.27%	Increased
380	SBL Sargent Bickham Lagudis Boulder, Colorado	$1.43M	+$1.47M	1	0.18%	Increased
381	SAM Shell Asset Management The Hague, Netherlands	$1.42M	-$22.6K	2	0.04%	Reduced
382	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$1.42M	-$205K	2	0.79%	Reduced
383	Walleye Capital New York	$1.41M	-$255K	4	0.31%	Reduced
384	Natixis Paris, France	$1.4M	+$137K	2	0.01%	Increased
385	CIBC World Market Toronto, Ontario, Canada	$1.37M	+$131K	3	0.01%	Increased
386	VDBMI Van Den Berg Management I Austin, Texas	$1.35M	+$1.54M	1	0.36%	New
387	SW SlateStone Wealth Jupiter, Florida	$1.35M	+$1.54M	1	0.38%	New
388	CCM Cadence Capital Management Boston, Massachusetts	$1.34M	+$1.37M	1	0.23%	New
389	FCA FinTrust Capital Advisors Greenville, South Carolina	$1.33M	+$3.76M	3	0.64%	Increased
390	GCP GSA Capital Partners London, United Kingdom	$1.32M	-$168K	4	0.33%	Reduced
391	SRAM Spouting Rock Asset Management Bryn Mawr, Pennsylvania	$1.27M	-$3.55M	1	0.88%	Reduced
392	PI Pennant Investors Summit, New Jersey	$1.27M	+$1.52M	1	0.46%	New
393	Cambridge Investment Research Advisors Fairfield, Iowa	$1.26M	-$35.5K	2	0.01%	Reduced
394	HJIM Henry James International Management New York	$1.26M	+$1.45M	1	0.65%	Increased
395	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.24M	+$262K	1	0.3%	Increased
396	PCM Princeton Capital Management Red Bank, New Jersey	$1.24M	-$449K	3	0.64%	Reduced
397	EGI EAM Global Investors Solana Beach, California	$1.22M	-$238K	1	0.71%	Reduced
398	PIA Piedmont Investment Advisors Durham, North Carolina	$1.21M	+$607	3	0.05%	Increased
399	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.21M	+$70.8K	2	0.1%	Increased
400	RC Roubaix Capital Denver, Colorado	$1.21M	-$668K	1	1.83%	Reduced