← 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	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1M	-$1.2M	1	0.16%	Reduced
477	Empirical Finance Havertown, Pennsylvania	$993K	+$1.32M	1	0.21%	New
478	JSC Jackson Square Capital San Francisco, California	$991K	-$301K	1	0.44%	Reduced
479	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$987K	-$188K	1	0.04%	Reduced
480	Oppenheimer & Co New York	$986K	+$60K	1	0.02%	Increased
481	Gateway Investment Advisers Cincinnati, Ohio	$982K	-$3.07K	2	0.01%	Reduced
482	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$974K	+$168K	1	0.09%	Increased
483	BC Breakline Capital New York	$969K	-$2.1M	1	1.02%	Reduced
484	BRA Blue Rock Advisors Wayzata, Minnesota	$967K	+$68.2K	2	0.83%	Increased
485	RAM Redmond Asset Management Henrico, Virginia	$967K	+$1.53K	2	0.4%	Increased
486	Private Advisor Group Morristown, New Jersey	$961K	-$444K	3	0.01%	Reduced
487	LIA LS Investment Advisors Bloomfield Hills, Michigan	$957K	+$9.64K	3	0.05%	Increased
488	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$956K	-$4.41K	1	0.23%	Reduced
489	Vanguard Personalized Indexing Management Oakland, California	$956K	-$193K	2	0.27%	Reduced
490	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$932K	$0	1	0.16%	Maintained
491	Magnetar Financial Evanston, Illinois	$926K	+$1.09M	2	0.02%	New
492	PCM Prelude Capital Management New York	$915K	-$1.22M	5	0.04%	Reduced
493	Rafferty Asset Management New York	$914K	+$854K	2	0.01%	Increased
494	CL CIM LLC Albany, New York	$908K	-$1.82K	1	0.18%	Reduced
495	WA Winfield Associates Cleveland, Ohio	$908K	+$66.1K	1	0.43%	Increased
496	PP PDT Partners New York	$907K	-$2.71M	1	0.06%	Reduced
497	Teacher Retirement System of Texas Austin, Texas	$903K	+$601K	3	0.01%	Increased
498	WCM Washington Capital Management Seattle, Washington	$896K	+$410K	2	0.92%	Increased
499	VAM Verity Asset Management Durham, North Carolina	$887K	-$32.3K	1	0.68%	Reduced
500	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$875K	+$33K	1	0%	Increased