← 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	SAM Shell Asset Management The Hague, Netherlands	$1.27M	-$11.7K	2	0.03%	Reduced
427	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.26M	+$1.36M	2	0.01%	Increased
428	CPA Cowen Prime Advisors New York	$1.25M	+$25.4K	2	0.65%	Increased
429	Laurion Capital Management New York	$1.25M	+$1.35M	1	0.01%	New
430	EMG Ellington Management Group Old Greenwich, Connecticut	$1.24M	+$875K	2	0.22%	Increased
431	NICM Neo Ivy Capital Management New York	$1.23M	-$179K	2	0.81%	Reduced
432	Creative Planning Overland Park, Kansas	$1.21M	+$1.21K	3	0%	Increased
433	FIM Freedom Investment Management Hartford, Connecticut	$1.21M	+$5.03K	3	0.11%	Increased
434	OIA Optimum Investment Advisors Chicago, Illinois	$1.21M	-$151K	3	0.38%	Reduced
435	WEC Winslow Evans & Crocker Boston, Massachusetts	$1.2M	+$88.7K	4	0.33%	Increased
436	Erste Asset Management Vienna, Austria	$1.19M	$0	1	0.06%	Maintained
437	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.18M	+$199K	1	0.26%	Increased
438	CAM Cubic Asset Management Boston, Massachusetts	$1.17M	+$588K	1	0.35%	Increased
439	AWM Affinity Wealth Management Wilmington, Delaware	$1.16M	+$10.6K	1	0.47%	Increased
440	LG LaFleur & Godfrey Grand Rapids, Michigan	$1.13M	+$1.21M	1	0.28%	New
441	BCM Bluefin Capital Management New York	$1.13M	+$1.22M	1	0.16%	New
442	Parallax Volatility Advisers San Francisco, California	$1.1M	+$96.1K	6	0%	Increased
443	TRAM Tuscan Ridge Asset Management Chicago, Illinois	$1.09M	+$859K	1	0.06%	Increased
444	NA Navellier & Associates Reno, Nevada	$1.08M	+$22.7K	1	0.18%	Increased
445	Winton Group London, United Kingdom	$1.07M	-$4.19M	2	0.01%	Reduced
446	SM SG3 Management Dorado, Puerto Rico	$1.07M	+$1.12M	1	0.1%	Increased
447	Capital Markets Trading (UK) London, United Kingdom	$1.06M	-$1.16M	1	0.05%	Reduced
448	Voloridge Investment Management Jupiter, Florida	$1.06M	-$6.55M	1	0.02%	Reduced
449	Truist Financial Charlotte, North Carolina	$1.03M	-$3.95K	1	0.02%	Reduced
450	SIS Susquehanna International Securities Dublin, Ireland	$1.03M	+$1.05M	1	0.23%	New