← 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	BHB Bank Hapoalim BM Tel Aviv, Israel	$772K	+$47.2K	1	0.17%	Increased
477	VIM Vista Investment Management Pittsburgh, Pennsylvania	$763K	-$23.6K	1	0.57%	Reduced
478	TEE Tibra Equities Europe London, United Kingdom	$759K	+$678K	1	0.11%	New
479	EMG Ellington Management Group Old Greenwich, Connecticut	$756K	-$535K	1	0.16%	Reduced
480	FPC Falcon Point Capital San Francisco, California	$755K	-$2.07M	1	0.96%	Reduced
481	Simplex Trading Chicago, Illinois	$755K	+$1.04M	5	0%	Increased
482	Baird Financial Group Milwaukee, Wisconsin	$747K	-$2.94M	2	0%	Reduced
483	Quadrature Capital London, United Kingdom	$732K	+$86.2K	2	0.03%	Increased
484	SFM Systematic Financial Management Teaneck, New Jersey	$731K	-$64K	2	0.03%	Reduced
485	WAM World Asset Management Detroit, Michigan	$727K	+$112K	3	0.03%	Increased
486	LW Linscomb Wealth Houston, Texas	$721K	+$682K	1	0.05%	New
487	Palisade Capital Management Fort Lee, New Jersey	$715K	-$525K	1	0.02%	Reduced
488	EMG ETF Managers Group Summit, New Jersey	$700K	+$112K	2	0.02%	Increased
489	NICM Neo Ivy Capital Management New York	$698K	-$608K	1	0.81%	Reduced
490	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$688K	-$315K	1	0.18%	Reduced
491	TIA Trust Investment Advisors Indianapolis, Indiana	$683K	-$13.1K	1	0.85%	Reduced
492	NISOA National Investment Services of America Milwaukee, Wisconsin	$671K	+$712K	1	0.73%	New
493	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$670K	+$66.9K	1	0.17%	Increased
494	VAM Verity Asset Management Durham, North Carolina	$666K	+$423K	1	0.66%	Increased
495	AE Wealth Management Topeka, Kansas	$658K	+$202K	2	0.01%	Increased
496	SAM Secure Asset Management Troy, Michigan	$657K	+$696K	1	0.46%	New
497	LSC Lyon Street Capital Sausalito, California	$635K	-$491K	1	1.08%	Reduced
498	PPCM Pillar Pacific Capital Management Pacifica, California	$622K	-$228K	2	0.06%	Reduced
499	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$611K	-$105K	2	0.12%	Reduced
500	Coatue Management New York	$610K	+$544K	1	0%	New