← 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	Algert Global San Francisco, California	$266K	-$2.49M	1	0.05%	Reduced
527	IR Invictus RG Hamilton, Bermuda	$261K	+$237K	1	0.17%	New
528	PTC Petrus Trust Company Dallas, Texas	$256K	+$233K	1	0.06%	New
529	KBC Group Brussels, Belgium	$252K	-$1.1M	2	0%	Reduced
530	CL CSS LLC Chicago, Illinois	$250K	-$620K	1	0.01%	Reduced
531	O'Shaughnessy Asset Management Stamford, Connecticut	$249K	+$98.4K	1	0.01%	Increased
532	UBS O'Connor Chicago, Illinois	$248K	-$5.02M	1	0%	Reduced
533	Amundi Asset Management US Boston, Massachusetts	$245K	+$110K	1	0%	Increased
534	First Citizens Bank & Trust Raleigh, North Carolina	$245K	+$8.27K	1	0.03%	Increased
535	FA FDx Advisors Chicago, Illinois	$244K	-$97.4K	1	0.01%	Reduced
536	Tudor Investment Corp Stamford, Connecticut	$244K	-$480K	1	0.01%	Reduced
537	DIA Denver Investment Advisors Denver, Colorado	$241K	+$23.9K	1	0.01%	Increased
538	Lido Advisors Los Angeles, California	$241K	+$217K	1	0.03%	New
539	KI Koch Industries Wichita, Kansas	$236K	+$1.47K	1	0.02%	Increased
540	IHT Wealth Management Chicago, Illinois	$232K	+$212K	2	0.06%	Increased
541	CL CPWM LLC Seattle, Washington	$231K	+$189K	1	0.04%	New
542	WSCM Wellington Shields Capital Management New York	$231K	+$209K	1	0.03%	New
543	CBT Capital Bank & Trust Irvine, California	$230K	-$1.08K	2	0%	Reduced
544	Salem Investment Counselors Winston Salem, North Carolina	$227K	$0	1	0.03%	Maintained
545	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$226K	-$2.87K	1	0.13%	Reduced
546	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$221K	$0	1	0.18%	Maintained
547	Homrich & Berg Atlanta, Georgia	$221K	+$238K	1	0.02%	New
548	SWM SeaCrest Wealth Management Purchase, New York	$221K	-$44.9K	9	0.04%	Reduced
549	Commerce Bank Kansas City, Missouri	$220K	-$2.06K	1	0%	Reduced
550	CAM Columbia Asset Management Ann Arbor, Michigan	$215K	$0	1	0.06%	Maintained