← 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	Regions Financial Corp Birmingham, Alabama	$1.66M	-$125K	1	0.02%	Reduced
477	AC AWH Capital Dallas, Texas	$1.66M	+$679K	1	2.23%	Increased
478	IP Intellectus Partners San Francisco, California	$1.65M	+$124K	1	0.57%	Increased
479	SAM Shell Asset Management The Hague, Netherlands	$1.65M	+$205K	3	0.05%	Increased
480	Quantbot Technologies New York	$1.64M	+$899K	4	0.15%	Increased
481	SAM Securian Asset Management St Paul, Minnesota	$1.63M	-$8.94K	3	0.04%	Reduced
482	AE Wealth Management Topeka, Kansas	$1.62M	-$987K	3	0.01%	Reduced
483	Shelton Capital Management Denver, Colorado	$1.61M	-$404K	4	0.07%	Reduced
484	Los Angeles Capital Management Los Angeles, California	$1.61M	-$448K	3	0.01%	Reduced
485	Oberweis Asset Management Lisle, Illinois	$1.6M	+$362K	2	0.4%	Increased
486	Atria Investments Charlotte, North Carolina	$1.59M	-$32K	1	0.03%	Reduced
487	Prospera Financial Services Dallas, Texas	$1.58M	+$375K	4	0.08%	Increased
488	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.57M	-$21.4K	2	0.12%	Reduced
489	South Dakota Investment Council Sioux Falls, South Dakota	$1.57M	$0	2	0.04%	Maintained
490	Vestmark Advisory Solutions Wakefield, Massachusetts	$1.54M	+$1.22M	3	0.09%	Increased
491	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.54M	-$1.28M	9	0.01%	Reduced
492	CAM Cubic Asset Management Boston, Massachusetts	$1.53M	-$6.28K	1	0.41%	Reduced
493	LOAMU Lombard Odier Asset Management (USA) New York	$1.53M	$0	1	0.06%	Maintained
494	Inspire Investing Meridian, Idaho	$1.53M	+$1.02M	3	0.2%	Increased
495	AIA Group Hong Kong	$1.52M	+$1.63M	1	0.08%	New
496	MP McDonald Partners Cleveland, Ohio	$1.51M	$0	1	0.39%	Maintained
497	Simplicity Solutions Minneapolis, Minnesota	$1.51M	+$337K	1	0.2%	Increased
498	WIA Westbourne Investment Advisors Annapolis, Maryland	$1.5M	+$220K	2	0.93%	Increased
499	NewEdge Wealth Pittsburgh, Pennsylvania	$1.48M	+$1.59M	2	0.07%	Increased
500	Baird Financial Group Milwaukee, Wisconsin	$1.47M	+$19.8K	2	0%	Increased