← 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	ESCM Echo Street Capital Management New York	$856K	-$490K	1	0.01%	Reduced
527	HB Wealth Management Atlanta, Georgia	$843K	-$42K	3	0.01%	Reduced
528	Cornerstone Investment Partners Atlanta, Georgia	$835K	+$45.4K	2	0.05%	Increased
529	UM Ulysses Management New York	$832K	$0	1	0.08%	Maintained
530	MM MQS Management New York	$826K	+$857K	2	0.56%	New
531	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$824K	-$2.58M	1	0.04%	Reduced
532	JCM Janney Capital Management Pittsburgh, Pennsylvania	$824K	-$4.45M	2	0.06%	Reduced
533	MFG MidWestOne Financial Group Iowa City, Iowa	$799K	-$310K	1	0.17%	Reduced
534	NRD Nebula Research & Development New York	$763K	+$680K	2	0.58%	New
535	FSA Fort Sheridan Advisors Highland Park, Illinois	$762K	+$22.7K	1	0.17%	Increased
536	FA FDx Advisors Chicago, Illinois	$759K	-$320K	3	0.04%	Reduced
537	SP SWS Partners Columbus, Ohio	$756K	-$8.38K	1	0.27%	Reduced
538	Atomi Financial Group New York	$744K	+$756K	1	0.34%	New
539	PCM Prelude Capital Management New York	$734K	+$370K	1	0.05%	Increased
540	FBFS First Business Financial Services Madison, Wisconsin	$733K	+$786K	1	0.09%	New
541	PCM Perkins Capital Management Wayzata, Minnesota	$733K	-$34.2K	1	0.64%	Reduced
542	IMC Chicago Chicago, Illinois	$730K	+$782K	1	0%	New
543	LCM LCM Capital Management Chicago, Illinois	$725K	-$9.14K	1	0.59%	Reduced
544	FRM Fox Run Management Greenwich, Connecticut	$724K	-$260K	2	0.2%	Reduced
545	Bridgeway Capital Management Houston, Texas	$718K	+$43.8K	1	0.02%	Increased
546	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$717K	-$20.5K	5	0%	Reduced
547	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$714K	+$672K	1	0.19%	Increased
548	DA DCF Advisers Greenwich, Connecticut	$713K	+$90.9K	1	0.38%	Increased
549	OLA Oliver Luxxe Assets Gladstone, New Jersey	$708K	+$624K	1	0.18%	New
550	TW TrinityPoint Wealth Milford, Connecticut	$707K	-$164K	1	0.14%	Reduced