← 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
526	BCM Bayesian Capital Management Brooklyn, New York	$301K	-$659K	1	0.2%	Reduced
527	BRF B. Riley Financial Los Angeles, California	$301K	-$36K	1	0.19%	Reduced
528	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$298K	$0	2	0.27%	Maintained
529	FIB First Interstate Bank Billings, Montana	$298K	+$83.4K	4	0.06%	Increased
530	MC Miles Capital West Des Moines, Iowa	$293K	+$263K	2	0.2%	New
531	PAG Pinnacle Advisory Group Columbia, Maryland	$291K	$0	1	0.02%	Maintained
532	RHBC R.H. Bluestein & Co Birmingham, Michigan	$290K	$0	1	0.02%	Maintained
533	FNYS First New York Securities New York	$290K	+$284K	1	0.19%	New
534	OAM Origin Asset Management London, United Kingdom	$284K	+$224K	1	0.02%	New
535	FBC Fairfield, Bush & Co Darien, Connecticut	$264K	-$8.46K	1	0.09%	Reduced
536	Ingalls & Snyder LLC New York	$264K	-$2.29K	1	0.01%	Reduced
537	Pacer Advisors Malvern, Pennsylvania	$264K	+$11.1K	1	0.04%	Increased
538	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$262K	-$36.5K	1	0.28%	Reduced
539	CT Chicago Trust Grayslake, Illinois	$260K	+$54.2K	1	0.11%	Increased
540	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$252K	+$1.52K	2	0.14%	Increased
541	OI Oakbrook Investments Lisle, Illinois	$249K	+$16.7K	1	0.02%	Increased
542	NL NWAM LLC Mercer Island, Washington	$247K	-$10.4K	1	0.02%	Reduced
543	CAM Columbia Asset Management Ann Arbor, Michigan	$245K	$0	1	0.09%	Maintained
544	Shelton Capital Management Denver, Colorado	$245K	$0	1	0.02%	Maintained
545	HRT Financial New York	$244K	+$240K	1	0.21%	New
546	Capital Guardian Trust Los Angeles, California	$243K	-$68	1	0%	Reduced
547	SCM SOL Capital Management Rockville, Maryland	$243K	-$2.87K	1	0.08%	Reduced
548	VFA Virtus Fund Advisers Hartford, Connecticut	$239K	+$206K	1	0%	New
549	Congress Asset Management Boston, Massachusetts	$229K	+$212K	1	0.01%	New
550	CPA Cowen Prime Advisors New York	$228K	-$21.9K	2	0.1%	Reduced