← 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
451	Scotia Capital Toronto, Ontario, Canada	$154K	+$17.3K	1	0%	Increased
452	NFG Next Financial Group Houston, Texas	$150K	+$125K	2	0.03%	Increased
453	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$149K	$0	1	0%	Maintained
454	Huntington National Bank Columbus, Ohio	$145K	-$98.4K	1	0%	Reduced
455	MCM Manchester Capital Management Manchester, Vermont	$140K	+$36.5K	1	0.02%	Increased
456	BAM Brave Asset Management Summit, New Jersey	$139K	-$52.3K	1	0.1%	Reduced
457	PineBridge Investments New York	$132K	+$37.1K	1	0.01%	Increased
458	Curi RMB Capital Chicago, Illinois	$129K	+$11.1K	1	0.01%	Increased
459	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$124K	-$148K	1	0.25%	Reduced
460	SCM Symons Capital Management Pittsburgh, Pennsylvania	$122K	-$35K	1	0.03%	Reduced
461	SCM SOL Capital Management Rockville, Maryland	$120K	+$1.61K	1	0.05%	Increased
462	AAM Auxier Asset Management Aurora, Oregon	$116K	$0	1	0.02%	Maintained
463	Fisher Asset Management Camas, Washington	$104K	+$3.22K	1	0%	Increased
464	Cornerstone Investment Partners Atlanta, Georgia	$103K	$0	1	0%	Maintained
465	CA Corrado Advisors Ramsey, New Jersey	$100K	$0	1	0.04%	Maintained
466	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$96.7K	+$9.09K	1	0.01%	Increased
467	CIM CIM Investment Management Pittsburgh, Pennsylvania	$96K	$0	1	0.05%	Maintained
468	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$96K	+$91.7K	1	0.01%	New
469	Panagora Asset Management Boston, Massachusetts	$95K	$0	1	0%	Maintained
470	STIA Stone Toro Investment Advisers Princeton, New Jersey	$95K	+$90.1K	1	0.23%	New
471	Ronald Blue & Co Roswell, Georgia	$92K	-$72.5K	1	0.01%	Reduced
472	MC Moors & Cabot Boston, Massachusetts	$91K	-$17.3K	1	0.02%	Reduced
473	Fred Alger Management New York	$87K	-$13.9M	1	0%	Reduced
474	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$85K	-$479K	1	0%	Reduced
475	FFA First Foundation Advisors Irvine, California	$84K	+$78.1K	1	0.01%	New