← 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	Allspring Global Investments Charlotte, North Carolina	$5.59M	+$3.41M	2	0.01%	Increased
402	Xponance Philadelphia, Pennsylvania	$5.57M	+$328K	6	0.05%	Increased
403	HW Hedeker Wealth Lincolnshire, Illinois	$5.52M	-$107K	1	1.37%	Reduced
404	LK Lumbard & Kellner Hollis, New Hampshire	$5.45M	-$122K	1	2.34%	Reduced
405	Atria Investments Charlotte, North Carolina	$5.4M	+$478K	4	0.07%	Increased
406	New York Life Investment Management New York	$5.36M	+$783K	2	0.05%	Increased
407	DTL Dynamic Technology Lab Singapore	$5.35M	+$4.86M	6	0.86%	Increased
408	Bank of Nova Scotia Toronto, Ontario, Canada	$5.31M	+$1.27M	2	0.01%	Increased
409	SG Americas Securities New York	$5.29M	+$662K	8	0.02%	Increased
410	HPCM Hunter Perkins Capital Management Lombard, Illinois	$5.29M	-$576K	1	1.11%	Reduced
411	iA Global Asset Management Quebec, Quebec, Canada	$5.24M	+$5.54M	1	0.09%	New
412	VWS Virtus Wealth Solutions Cranford, New Jersey	$5.24M	+$3.87M	1	1.23%	New
413	XTX Topco George Town, Cayman Islands	$5.11M	-$1.17M	7	0.42%	Reduced
414	Osaic Holdings Scottsdale, Arizona	$5.1M	-$1.01M	11	0.01%	Reduced
415	VF Virtu Financial New York	$5.1M	+$1.72M	6	0.27%	Increased
416	GF Fund Management Guangzhou, China	$5.07M	+$3.7M	1	0.11%	New
417	LCM Legato Capital Management San Francisco, California	$5.06M	+$2.54M	3	0.66%	Increased
418	OLA Oliver Luxxe Assets Gladstone, New Jersey	$5.02M	$0	1	0.91%	Maintained
419	BPC Bryce Point Capital Scarsdale, New York	$4.99M	+$4.4M	5	1.45%	New
420	ORI Oak Ridge Investments Chicago, Illinois	$4.88M	+$4.08M	2	0.38%	New
421	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$4.86M	+$4.88M	1	0.01%	Increased
422	Vanguard Personalized Indexing Management Oakland, California	$4.84M	+$595K	6	0.07%	Increased
423	HT Headlands Technologies Chicago, Illinois	$4.82M	+$1.01M	3	0.48%	Increased
424	HCM Hilton Capital Management Garden City, New York	$4.76M	-$51.5K	2	0.41%	Reduced
425	Brinker Capital Investments Berwyn, Pennsylvania	$4.73M	-$621K	5	0.05%	Reduced