← 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	PD Point72 (DIFC) Dubai, United Arab Emirates	$1.55M	+$1.56M	3	0.05%	New
477	Gateway Investment Advisers Cincinnati, Ohio	$1.54M	+$72.5K	2	0.02%	Increased
478	WCM Washington Capital Management Seattle, Washington	$1.53M	-$145K	2	1.24%	Reduced
479	Inspire Investing Meridian, Idaho	$1.52M	+$798K	4	0.16%	Increased
480	CAPTRUST Financial Advisors Raleigh, North Carolina	$1.51M	-$2.9M	4	0.01%	Reduced
481	UMB Bank Kansas City, Missouri	$1.5M	+$18.4K	6	0.02%	Increased
482	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.48M	+$1.47M	1	0.24%	New
483	AG Ascent Group Virginia Beach, Virginia	$1.48M	+$98.1K	1	0.13%	Increased
484	Centiva Capital New York	$1.46M	+$990K	3	0.04%	Increased
485	LSC Lesa Sroufe & Co Seattle, Washington	$1.46M	+$49.6K	1	1.37%	Increased
486	FCA FinTrust Capital Advisors Greenville, South Carolina	$1.46M	-$80.3K	2	0.28%	Reduced
487	FHB First Hawaiian Bank Honolulu, Hawaii	$1.44M	-$298K	2	0.04%	Reduced
488	William Blair & Company Chicago, Illinois	$1.41M	-$35.6K	2	0%	Reduced
489	Cambridge Investment Research Advisors Fairfield, Iowa	$1.41M	-$413K	4	0.01%	Reduced
490	Banco Santander Madrid, Spain	$1.41M	$0	1	0.02%	Maintained
491	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.4M	$0	1	0.12%	Maintained
492	Regions Financial Corp Birmingham, Alabama	$1.4M	+$55.2K	2	0.01%	Increased
493	Element Capital Management New York	$1.4M	+$1.37M	2	0.92%	New
494	MC Maplelane Capital New York	$1.39M	-$15.6M	1	0.04%	Reduced
495	KeyBank National Association Cleveland, Ohio	$1.39M	+$15.8K	4	0.01%	Increased
496	GAMCO Investors Greenwich, Connecticut	$1.35M	-$278K	1	0.01%	Reduced
497	NewEdge Advisors New Orleans, Louisiana	$1.35M	+$192K	7	0.01%	Increased
498	MIC Maxi Investments CY Limassol, Cyprus	$1.33M	+$1.42M	1	0.36%	New
499	RWA Roberts Wealth Advisors Palo Alto, California	$1.31M	+$1.38M	1	0.49%	New
500	KHCM Kettle Hill Capital Management New York	$1.3M	+$1.08M	1	0.32%	New