← 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	CIC Cornercap Investment Counsel Atlanta, Georgia	$939K	+$960K	1	0.18%	New
427	Creative Planning Overland Park, Kansas	$932K	-$170K	4	0%	Reduced
428	Verition Fund Management Greenwich, Connecticut	$931K	-$1.19M	2	0.04%	Reduced
429	CG Cutler Group San Francisco, California	$923K	-$1.58M	5	0.05%	Reduced
430	FIM Freedom Investment Management Hartford, Connecticut	$909K	+$12.3K	3	0.08%	Increased
431	NISOA National Investment Services of America Milwaukee, Wisconsin	$906K	+$413K	1	1.44%	Increased
432	Carnegie Investment Counsel Pepper Pike, Ohio	$901K	+$962K	1	0.06%	New
433	RAM Redmond Asset Management Henrico, Virginia	$879K	+$494K	2	0.44%	Increased
434	HA H2O AM London, United Kingdom	$874K	-$7.47M	1	0.69%	Reduced
435	Nomura Holdings Tokyo, Japan	$866K	-$766K	1	0%	Reduced
436	Quantinno Capital Management New York	$865K	-$254K	2	0.54%	Reduced
437	LIA LS Investment Advisors Bloomfield Hills, Michigan	$860K	$0	5	0.06%	Maintained
438	DC Diametric Capital Boston, Massachusetts	$855K	+$881K	1	1.04%	New
439	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$850K	+$96.2K	1	0.1%	Increased
440	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$842K	-$48.9K	1	0.14%	Reduced
441	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$835K	-$24.5K	1	0.11%	Reduced
442	AMC Asset Management Corp Northbrook, Illinois	$827K	-$66.9K	1	0.74%	Reduced
443	MAI Capital Management Independence, Ohio	$814K	+$606K	1	0.03%	Increased
444	DekaBank Deutsche Girozentrale Frankfurt, Germany	$807K	-$8.55K	2	0.01%	Reduced
445	JCM Janney Capital Management Pittsburgh, Pennsylvania	$797K	-$532K	2	0.06%	Reduced
446	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$777K	+$240K	1	0.27%	Increased
447	ACI AMP Capital Investors Sydney, Australia	$767K	-$457K	2	0.01%	Reduced
448	PCM Perkins Capital Management Wayzata, Minnesota	$766K	-$41K	1	0.93%	Reduced
449	AIC Aurora Investment Counsel Atlanta, Georgia	$764K	+$61K	1	0.84%	Increased
450	TC TownSquare Capital Provo, Utah	$764K	+$676K	1	0.06%	New