← 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	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.49M	+$349K	1	0.65%	Increased
377	LGT Group Foundation Vaduz, Liechtenstein	$2.49M	+$102K	1	0.1%	Increased
378	AI Atom Investors Austin, Texas	$2.45M	-$1.75M	2	0.86%	Reduced
379	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$2.39M	+$2.84M	1	0.35%	New
380	Los Angeles Capital Management Los Angeles, California	$2.39M	+$862K	2	0.01%	Increased
381	RBC Romano Brothers & Co Evanston, Illinois	$2.38M	+$2.87M	1	0.38%	New
382	Allspring Global Investments Charlotte, North Carolina	$2.37M	+$62.8K	5	0%	Increased
383	CS Comerica Securities Detroit, Michigan	$2.36M	-$84.4K	1	0.19%	Reduced
384	GCP GSA Capital Partners London, United Kingdom	$2.36M	+$1.22M	5	0.31%	Increased
385	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.35M	-$12.4K	2	0.32%	Reduced
386	Xponance Philadelphia, Pennsylvania	$2.34M	+$609K	5	0.05%	Increased
387	Kestra Advisory Services Austin, Texas	$2.29M	-$131K	4	0.02%	Reduced
388	SCM Salem Capital Management Woburn, Massachusetts	$2.27M	+$223K	1	1.8%	Increased
389	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$2.25M	+$222K	1	0.11%	Increased
390	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$2.24M	+$34.4K	1	1.29%	Increased
391	Hancock Whitney Gulfport, Mississippi	$2.23M	-$151K	3	0.1%	Reduced
392	Mercer Global Advisors Denver, Colorado	$2.21M	+$778K	4	0.01%	Increased
393	UMB Bank Kansas City, Missouri	$2.21M	+$125K	4	0.04%	Increased
394	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$2.2M	+$276K	1	0.22%	Increased
395	ProShare Advisors Bethesda, Maryland	$2.19M	+$466K	8	0.01%	Increased
396	AMG National Trust Bank Greenwood Village, Colorado	$2.19M	+$251K	1	0.08%	Increased
397	JGC J. Goldman & Co New York	$2.16M	-$11.8M	1	0.1%	Reduced
398	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.15M	-$63.6K	1	0.99%	Reduced
399	Advisory Services Network Atlanta, Georgia	$2.13M	-$304K	2	0.08%	Reduced
400	Evergreen Capital Management Bellevue, Washington	$2.12M	-$65.1K	1	0.11%	Reduced