← 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
426	IA Icon Advisers Greenwood Village, Colorado	$1.07M	+$538K	1	0.07%	Increased
427	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.07M	-$278K	2	0.02%	Reduced
428	MC Montag & Caldwell Atlanta, Georgia	$1.06M	-$1.4K	1	0.03%	Reduced
429	MC Moors & Cabot Boston, Massachusetts	$1.01M	+$857K	1	0.17%	Increased
430	HMS Hanseatic Management Services Albuquerque, New Mexico	$997K	+$883	1	0.55%	Increased
431	TMC Trellus Management Company Delray Beach, Florida	$976K	+$906K	1	1.48%	New
432	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$959K	-$415K	4	0.11%	Reduced
433	UFF USA Financial Formulas Ada, Michigan	$949K	-$23.8K	2	0.23%	Reduced
434	KWMG King Wealth Management Group Naples, Florida	$940K	+$71K	1	0.39%	Increased
435	CPA Columbia Pacific Advisors Seattle, Washington	$938K	+$775K	1	0.88%	New
436	IP Isthmus Partners Madison, Wisconsin	$917K	$0	1	0.27%	Maintained
437	Mariner Independent Advisor Network Overland Park, Kansas	$913K	+$755K	1	0.11%	New
438	DCM Dialectic Capital Management Norwalk, Connecticut	$899K	+$588K	1	0.58%	Increased
439	WVP Worth Venture Partners Fort Lee, New Jersey	$898K	-$123K	1	0.79%	Reduced
440	ETrade Capital Management Arlington, Virginia	$891K	-$64.5K	1	0.04%	Reduced
441	EULAV Asset Management Sarasota, Florida	$885K	+$743K	2	0.05%	New
442	HighTower Advisors Chicago, Illinois	$883K	-$813K	1	0.01%	Reduced
443	Natixis Paris, France	$868K	+$304K	3	0.01%	Increased
444	CMANY Capital Management Associates (New York) New York	$849K	$0	2	1.27%	Maintained
445	Laurion Capital Management New York	$849K	-$2.07M	2	0.01%	Reduced
446	SP Summit Partners Boston, Massachusetts	$842K	-$56.2M	1	0.36%	Reduced
447	TH Timber Hill Greenwich, Connecticut	$835K	+$410K	2	0.01%	Increased
448	CAM CMT Asset Management Chicago, Illinois	$822K	+$770K	1	0.07%	New
449	CCM Concourse Capital Management Atlanta, Georgia	$816K	+$800K	1	0.48%	New
450	Meiji Yasuda Life Insurance Tokyo, Japan	$807K	+$839K	1	0.13%	New