← 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
501	GC Globeflex Capital San Diego, California	$1.4M	$0	3	0.25%	Maintained
502	KC Knuff & Co Foster City, California	$1.39M	+$91.3K	1	0.6%	Increased
503	Leonteq Securities AG Zurich, Switzerland	$1.38M	+$355K	4	0.08%	Increased
504	PP Patten & Patten Chattanooga, Tennessee	$1.37M	-$531K	1	0.11%	Reduced
505	Trexquant Investment Stamford, Connecticut	$1.37M	+$333K	1	0.13%	Increased
506	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.36M	-$59.3K	2	0.2%	Reduced
507	IMC Chicago Chicago, Illinois	$1.36M	+$1.14M	1	0%	Increased
508	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.35M	+$62K	1	0.14%	Increased
509	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.35M	$0	1	0.11%	Maintained
510	O'Shaughnessy Asset Management Stamford, Connecticut	$1.33M	+$239K	6	0.03%	Increased
511	Sculptor Capital New York	$1.33M	+$563K	1	0.01%	Increased
512	Empirical Finance Havertown, Pennsylvania	$1.32M	$0	1	0.23%	Maintained
513	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.32M	$0	1	0.52%	Maintained
514	Gateway Investment Advisers Cincinnati, Ohio	$1.31M	+$11.3K	2	0.01%	Increased
515	PPCM Pillar Pacific Capital Management Pacifica, California	$1.3M	-$82.1K	2	0.1%	Reduced
516	Curi RMB Capital Chicago, Illinois	$1.29M	-$624K	1	0.05%	Reduced
517	AFAS Acorn Financial Advisory Services Reston, Virginia	$1.29M	+$240K	1	0.47%	Increased
518	WCA Windsor Creek Advisors Bethel, Vermont	$1.29M	+$1.36M	1	0.34%	New
519	WCM Washington Capital Management Seattle, Washington	$1.27M	+$102K	2	1.18%	Increased
520	Private Advisor Group Morristown, New Jersey	$1.25M	+$132K	2	0.01%	Increased
521	HighPoint Advisor Group Downers Grove, Illinois	$1.25M	+$6.53K	2	0.14%	Increased
522	AMC Asset Management Corp Northbrook, Illinois	$1.22M	-$411K	3	0.53%	Reduced
523	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.22M	-$340K	3	0.07%	Reduced
524	AR Advisory Research Chicago, Illinois	$1.2M	+$573K	1	0.08%	Increased
525	Stephens Inc Little Rock, Arkansas	$1.2M	-$1.15M	3	0.02%	Reduced