← 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
551	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$1K	+$601	1	0%	New
552	Colony Group Boston, Massachusetts	$1K	+$940	1	0%	New
553	FA Financial Advantage Columbia, Maryland	$1K	$0	1	0%	Maintained
554	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$1K	+$752	1	0%	New
555	RWM Raffa Wealth Management Washington, District of Columbia	$934	+$1.03K	2	0%	New
556	Addenda Capital Montreal, Quebec, Canada	$0	-$163K	0	–	Closed
557	ATC Adirondack Trust Company Saratoga Springs, New York	$0	-$1K	0	–	Closed
558	ACI Advance Capital I Southfield, Michigan	$0	-$230K	0	–	Closed
559	AIS AlphaOne Investment Services West Chester, Pennsylvania	$0	-$3.39M	0	–	Closed
560	AP Alydar Partners Boston, Massachusetts	$0	-$3.12M	0	–	Closed
561	ACM Andor Capital Management Rye Brook, New York	$0	-$12.5M	0	–	Closed
562	ALA Atherton Lane Advisers Menlo Park, California	$0	-$287K	0	–	Closed
563	ACM Atlanta Capital Management Atlanta, Georgia	$0	-$15.8M	0	–	Closed
564	Balyasny Asset Management Chicago, Illinois	$0	-$566K	0	–	Closed
565	Bartlett & Co Cincinnati, Ohio	$0	-$8K	0	–	Closed
566	BHA Beech Hill Advisors New York	$0	-$350K	0	–	Closed
567	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$0	-$1.39M	0	–	Closed
568	Castleark Management Chicago, Illinois	$0	-$5.2M	0	–	Closed
569	Central Trust Company Jefferson City, Missouri	$0	-$4K	0	–	Closed
570	Chilton Investment Company Stamford, Connecticut	$0	-$4.41M	0	–	Closed
571	Commerce Bank Kansas City, Missouri	$0	-$243K	0	–	Closed
572	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$0	-$1.72M	0	–	Closed
573	CR Cooperatieve Rabobank Utrecht, Netherlands	$0	-$120K	0	–	Closed
574	CCMH Cornerstone Capital Management Holdings New York	$0	-$520K	1	0%	Reduced
575	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$0	-$433K	0	–	Closed