← 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	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$303K	+$190	1	0.14%	Increased
552	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$302K	-$11.3K	1	0.13%	Reduced
553	Mariner Overland Park, Kansas	$298K	+$288K	1	0.01%	New
554	PVAM Pacific View Asset Management San Francisco, California	$295K	-$454K	1	0.35%	Reduced
555	WCM Washington Capital Management Seattle, Washington	$292K	-$254K	1	0.34%	Reduced
556	CCI Credit Capital Investments Livingston, New Jersey	$291K	$0	1	0.39%	Maintained
557	EMG Ellington Management Group Old Greenwich, Connecticut	$286K	-$357K	2	0.09%	Reduced
558	SAM SignalPoint Asset Management Springfield, Missouri	$283K	+$440K	1	0.14%	New
559	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$279K	+$269K	1	0%	New
560	ACM AlphaCrest Capital Management New York	$269K	+$315K	1	0.08%	New
561	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$269K	+$47.7K	4	0%	Increased
562	IHT Wealth Management Chicago, Illinois	$266K	+$83K	1	0.05%	Increased
563	HT HAP Trading New York	$263K	+$14.6K	1	0.02%	Increased
564	FGC Financial Gravity Companies Lakeway, Texas	$262K	+$225K	7	0.24%	New
565	MAI Capital Management Independence, Ohio	$262K	-$35.7K	1	0.02%	Reduced
566	C Cerebellum San Francisco, California	$260K	+$243K	1	0.18%	New
567	STB S&T Bank Indiana, Pennsylvania	$260K	$0	1	0.06%	Maintained
568	BDF Balasa Dinverno & Foltz	$259K	+$242K	1	0.03%	New
569	GIM Greylin Investment Management Orange, Virginia	$259K	+$250K	1	0.06%	New
570	NL NWAM LLC Mercer Island, Washington	$258K	-$58.3K	1	0.07%	Reduced
571	Cetera Advisor Networks El Segundo, California	$254K	-$61.6K	1	0.01%	Reduced
572	CIBC Asset Management Toronto, Ontario, Canada	$254K	+$292K	1	0%	New
573	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$252K	+$295K	1	0.32%	New
574	CBT Capital Bank & Trust Irvine, California	$246K	+$788	2	0%	Increased
575	Lido Advisors Los Angeles, California	$246K	+$289K	1	0.02%	New