← 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
476	MI Markston International White Plains, New York	$476K	+$29K	1	0.04%	Increased
477	ALPS Advisors Denver, Colorado	$474K	+$411K	1	0%	New
478	Commerce Bank Kansas City, Missouri	$472K	$0	1	0.01%	Maintained
479	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$445K	-$92.9K	1	0.01%	Reduced
480	HPA Hilltop Park Associates New York	$444K	+$310K	1	0.82%	New
481	Zurich Cantonal Bank Zurich, Switzerland	$439K	+$188K	6	0%	Increased
482	First Citizens Bank & Trust Raleigh, North Carolina	$430K	-$127K	1	0.04%	Reduced
483	KBC Group Brussels, Belgium	$428K	-$1.1M	1	0.01%	Reduced
484	Laird Norton Wetherby Wealth Management San Francisco, California	$427K	+$146K	1	0.09%	Increased
485	Edmond de Rothschild Holding Chambesy, Switzerland	$423K	-$6.86K	2	0.01%	Reduced
486	Advisors Asset Management Monument, Colorado	$422K	+$146K	3	0.01%	Increased
487	Brighton Jones LLC Seattle, Washington	$421K	+$332K	1	0.07%	New
488	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$420K	-$6.86K	2	0.13%	Reduced
489	Greenleaf Trust Kalamazoo, Michigan	$418K	$0	1	0.01%	Maintained
490	HBK Investments Dallas, Texas	$418K	-$7.24M	1	0%	Reduced
491	JCM Janney Capital Management Pittsburgh, Pennsylvania	$414K	-$338	1	0.02%	Reduced
492	AIM Alambic Investment Management Belvedere, California	$410K	-$758K	2	0.1%	Reduced
493	FIM Fernwood Investment Management Quincy, Massachusetts	$402K	-$39.2K	1	0.37%	Reduced
494	IB Intrust Bank Wichita, Kansas	$402K	-$32K	2	0.16%	Reduced
495	Magnetar Financial Evanston, Illinois	$401K	-$37.8K	1	0.01%	Reduced
496	HC Henshaw Capital Woburn, Massachusetts	$400K	+$24.2K	1	0.05%	Increased
497	Capstone Investment Advisors New York	$391K	-$1.21M	1	0.01%	Reduced
498	AL Airain Ltd St. Peter Port, Guernsey	$388K	-$4.92M	1	0.02%	Reduced
499	EGA E&G Advisors Houston, Texas	$388K	-$6.25K	1	0.23%	Reduced
500	WA WealthTrust Axiom Wayne, Pennsylvania	$385K	$0	1	0.14%	Maintained