← 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
401	NC Northpointe Capital Bloomfield Hills, Michigan	$141K	+$105K	1	0.02%	New
402	GIM Goelzer Investment Management Carmel, Indiana	$131K	+$123K	1	0.01%	New
403	Huntington National Bank Columbus, Ohio	$129K	+$126K	3	0%	New
404	IT Investors Trust Dallas, Texas	$121K	+$114K	1	0.02%	New
405	1919 Investment Counsel Baltimore, Maryland	$114K	+$107K	1	0%	New
406	FCM Forester Capital Management Lake Forest, Illinois	$111K	+$105K	1	0.09%	New
407	Laird Norton Wetherby Wealth Management San Francisco, California	$110K	+$104K	1	0.04%	New
408	CBB Citizens Business Bank Ontario, California	$105K	+$98.6K	1	0.02%	New
409	Cetera Advisor Networks El Segundo, California	$103K	+$96.5K	1	0.01%	New
410	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$103K	+$97.6K	1	0.03%	New
411	PineBridge Investments New York	$98K	+$99.7K	1	0%	New
412	ECM Estabrook Capital Management New York	$93.3K	+$87.8K	1	0.01%	New
413	BPBT Boston Private Bank & Trust Boston, Massachusetts	$90K	+$84.8K	1	0.01%	New
414	Addenda Capital Montreal, Quebec, Canada	$89K	+$88K	1	0.01%	New
415	ACP Aviance Capital Partners Naples, Florida	$88K	+$83K	1	0.05%	New
416	Natixis Advisors Boston, Massachusetts	$88K	+$83.1K	1	0%	New
417	SAM Scotia Asset Management Toronto, Ontario, Canada	$86K	+$80.6K	1	0%	New
418	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$81K	+$84.5K	1	0.01%	New
419	Wilmington Trust National Association Wilmington, Delaware	$81K	+$76.5K	1	0%	New
420	OMCS Old Mutual Customised Solutions Pinelands, South Africa	$79K	+$70.5K	4	0.02%	New
421	KFS KMS Financial Services Seattle, Washington	$78K	+$72.8K	1	0.02%	New
422	Tower Research Capital (TRC) New York	$76K	+$72.6K	3	0.01%	New
423	NCM Nelson Capital Management Menlo Park, California	$75K	+$70.4K	1	0.04%	New
424	QC QCM Cayman Houston, Texas	$73K	+$68.7K	1	0.06%	New
425	SMA Simply Money Advisors Cincinnati, Ohio	$73K	+$68.6K	1	0.01%	New