← 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	Mirae Asset Global Investments Seoul, South Korea	$959K	-$394K	1	0.01%	Reduced
427	GFA Gifford Fong Associates Lafayette, California	$953K	-$4.81M	1	0.3%	Reduced
428	TFA Toth Financial Advisory Leesburg, Virginia	$922K	-$951K	2	0.2%	Reduced
429	AIM Assured Investment Management New York	$921K	+$885K	2	0.02%	New
430	AA AlphaMark Advisors Ft. Wright, Kentucky	$904K	-$43.4K	2	0.36%	Reduced
431	FIA FNY Investment Advisers New York	$894K	+$418K	2	0.21%	Increased
432	CG Cutler Group San Francisco, California	$887K	-$21.6K	6	0.06%	Reduced
433	TAM Tyers Asset Management Austin, Texas	$879K	+$165K	5	0.03%	Increased
434	SRAM Stone Ridge Asset Management New York	$875K	+$11.3K	3	0.05%	Increased
435	PVAM Pacific View Asset Management San Francisco, California	$874K	-$392K	2	0.7%	Reduced
436	Jefferies Group New York	$872K	+$170K	3	0.01%	Increased
437	PPCM Pillar Pacific Capital Management Pacifica, California	$857K	$0	2	0.09%	Maintained
438	Palisade Capital Management Fort Lee, New Jersey	$856K	+$203K	2	0.02%	Increased
439	LG Leuthold Group Minneapolis, Minnesota	$851K	-$35K	1	0.09%	Reduced
440	Shelton Capital Management Denver, Colorado	$843K	+$26.2K	3	0.05%	Increased
441	WEC Winslow Evans & Crocker Boston, Massachusetts	$842K	$0	2	0.26%	Maintained
442	CCG Ceeto Capital Group Coral Gables, Florida	$839K	+$120K	1	0.58%	Increased
443	PIA Piedmont Investment Advisors Durham, North Carolina	$837K	-$354K	2	0.04%	Reduced
444	Rafferty Asset Management New York	$816K	+$732K	1	0.01%	New
445	LIA LS Investment Advisors Bloomfield Hills, Michigan	$815K	-$99.5K	6	0.05%	Reduced
446	CPA Cowen Prime Advisors New York	$813K	+$13.7K	2	0.38%	Increased
447	Greenleaf Trust Kalamazoo, Michigan	$803K	-$70.2K	2	0.01%	Reduced
448	Picton Mahoney Asset Management Toronto, Ontario, Canada	$803K	+$720K	1	0.06%	New
449	BCA Bay Colony Advisors Concord, Massachusetts	$782K	+$480K	2	0.6%	Increased
450	Brinker Capital Berwyn, Pennsylvania	$772K	-$65.4K	1	0.03%	Reduced