← 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	RP Riverwater Partners Milwaukee, Wisconsin	$1.43M	+$329K	1	1.27%	Increased
452	CIBC World Market Toronto, Ontario, Canada	$1.42M	+$250K	3	0%	Increased
453	HSBC Holdings London, United Kingdom	$1.41M	+$313K	2	0%	Increased
454	Prospera Financial Services Dallas, Texas	$1.41M	+$242K	3	0.05%	Increased
455	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$1.4M	-$468K	1	0.76%	Reduced
456	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.39M	+$32.6K	1	0.12%	Increased
457	Magnetar Financial Evanston, Illinois	$1.37M	-$142K	3	0.03%	Reduced
458	JP Morgan Private Wealth Advisors San Francisco, California	$1.35M	-$864K	3	0.01%	Reduced
459	Gateway Investment Advisers Cincinnati, Ohio	$1.35M	$0	2	0.02%	Maintained
460	Burney Company Reston, Virginia	$1.34M	+$32.3K	1	0.06%	Increased
461	CG Cutler Group San Francisco, California	$1.34M	+$1.04M	6	0.19%	Increased
462	Quadrature Capital London, United Kingdom	$1.33M	+$344K	2	0.03%	Increased
463	Regions Financial Corp Birmingham, Alabama	$1.32M	+$7.25K	1	0.01%	Increased
464	SPA Sherbrooke Park Advisers White Plains, New York	$1.31M	+$1.29M	3	0.69%	New
465	Pzena Investment Management New York	$1.31M	+$110K	1	0.01%	Increased
466	Cetera Investment Advisers Schaumburg, Illinois	$1.29M	-$334K	3	0.01%	Reduced
467	LCG Lisanti Capital Growth New York	$1.28M	-$3.42M	1	0.18%	Reduced
468	AIM Aquila Investment Management New York	$1.27M	-$260K	1	1.04%	Reduced
469	Fifth Third Bancorp Cincinnati, Ohio	$1.25M	+$12.8K	6	0.01%	Increased
470	Daymark Wealth Partners Cincinnati, Ohio	$1.25M	-$141K	1	0.09%	Reduced
471	Engineers Gate Manager New York	$1.25M	-$5.66M	3	0.05%	Reduced
472	Centiva Capital New York	$1.23M	+$893K	4	0.03%	Increased
473	LSA L & S Advisors Los Angeles, California	$1.23M	+$894K	1	0.16%	New
474	Jefferies Financial Group New York	$1.22M	-$1.69M	2	0.01%	Reduced
475	Advisory Services Network Atlanta, Georgia	$1.2M	-$343K	2	0.03%	Reduced