← 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	RC Roubaix Capital Denver, Colorado	$2.46M	+$2.45M	1	1.99%	New
377	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$2.44M	+$1.16K	1	1.39%	Increased
378	TC TownSquare Capital Provo, Utah	$2.42M	+$187K	1	0.06%	Increased
379	GP Girard Partners King Of Prussia, Pennsylvania	$2.4M	-$47.4K	1	0.27%	Reduced
380	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.39M	-$142K	4	0.03%	Reduced
381	AMG National Trust Bank Greenwood Village, Colorado	$2.38M	+$258	1	0.09%	Increased
382	GIP Granite Investment Partners El Segundo, California	$2.35M	+$2.09M	1	0.1%	New
383	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$2.35M	+$15.7K	1	0.96%	Increased
384	Hancock Whitney Gulfport, Mississippi	$2.34M	-$144K	3	0.09%	Reduced
385	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$2.3M	-$625K	1	0.56%	Reduced
386	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.29M	-$25.7K	1	0.77%	Reduced
387	VCM Voce Capital Management San Francisco, California	$2.28M	$0	1	1.31%	Maintained
388	Kovitz Investment Group Partners Chicago, Illinois	$2.27M	-$239K	1	0.04%	Reduced
389	Evergreen Capital Management Bellevue, Washington	$2.25M	-$44.8K	1	0.11%	Reduced
390	HW Hedeker Wealth Lincolnshire, Illinois	$2.23M	-$2.05M	1	0.83%	Reduced
391	VCA Verdence Capital Advisors Hunt Valley, Maryland	$2.22M	-$675K	2	0.27%	Reduced
392	Profund Advisors Bethesda, Maryland	$2.18M	+$203K	4	0.14%	Increased
393	Walleye Capital New York	$2.16M	-$340K	3	0.04%	Reduced
394	Cambridge Investment Research Advisors Fairfield, Iowa	$2.15M	-$857K	5	0.01%	Reduced
395	AAP Ardsley Advisory Partners Stamford, Connecticut	$2.13M	+$1.2M	1	0.44%	Increased
396	Handelsbanken Fonder Stockholm, Sweden	$2.13M	+$10.3K	3	0.01%	Increased
397	LCM Legato Capital Management San Francisco, California	$2.11M	+$2.19M	3	0.4%	New
398	XTX Topco George Town, Cayman Islands	$2.07M	+$750K	6	0.44%	Increased
399	FIM Freedom Investment Management Hartford, Connecticut	$2.07M	+$1.14M	2	0.23%	Increased
400	ZDA Zweig-DiMenna Associates New York	$2.06M	$0	1	0.3%	Maintained