← 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	Evergreen Capital Management Bellevue, Washington	$2.8M	+$11.9K	1	0.13%	Increased
377	CPA Cowen Prime Advisors New York	$2.8M	+$24.6K	1	1.04%	Increased
378	Maverick Capital Dallas, Texas	$2.75M	-$353K	2	0.03%	Reduced
379	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.73M	-$4.5K	1	0.36%	Reduced
380	Gotham Asset Management New York	$2.72M	-$1.69M	3	0.11%	Reduced
381	IP Intellectus Partners San Francisco, California	$2.69M	-$127K	1	0.65%	Reduced
382	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$2.68M	$0	3	0.88%	Maintained
383	Bahl & Gaynor Cincinnati, Ohio	$2.68M	-$65.3K	2	0.02%	Reduced
384	SCM Salem Capital Management Woburn, Massachusetts	$2.66M	$0	1	1.46%	Maintained
385	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.65M	+$1.41M	1	1.08%	Increased
386	Private Advisor Group Morristown, New Jersey	$2.65M	+$1.13M	2	0.02%	Increased
387	OIM Orca Investment Management Roseburg, Oregon	$2.65M	+$894K	1	2.32%	Increased
388	GF Goodman Financial Houston, Texas	$2.63M	-$37.9K	1	0.72%	Reduced
389	Advisors Asset Management Monument, Colorado	$2.59M	-$533K	4	0.04%	Reduced
390	Xponance Philadelphia, Pennsylvania	$2.59M	-$70.7K	3	0.05%	Reduced
391	KBC Group Brussels, Belgium	$2.56M	-$3.39M	2	0.01%	Reduced
392	PL Polianta Ltd St Helier, Jersey	$2.52M	+$270K	2	1.17%	Increased
393	Catalyst Capital Advisors Huntington, New York	$2.45M	-$98.7K	1	0.12%	Reduced
394	Jefferies Group New York	$2.45M	-$9.59M	2	0.02%	Reduced
395	Shelton Capital Management Denver, Colorado	$2.44M	-$61K	4	0.1%	Reduced
396	KC Knuff & Co Foster City, California	$2.4M	+$1.1M	1	0.9%	Increased
397	HWM Hohimer Wealth Management Seattle, Washington	$2.4M	+$508K	2	0.5%	Increased
398	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.36M	-$10.4K	1	2.08%	Reduced
399	KM Kalos Management Alpharetta, Georgia	$2.35M	-$108K	1	0.67%	Reduced
400	E Ergoteles New York	$2.34M	-$1.11M	3	0.09%	Reduced