← 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	IIM Ironwood Investment Management Boston, Massachusetts	$467K	+$506K	1	0.35%	New
552	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$464K	+$11.7K	5	0.01%	Increased
553	Laird Norton Wetherby Wealth Management San Francisco, California	$453K	+$101K	1	0.05%	Increased
554	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$452K	-$1.89K	1	0.45%	Reduced
555	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$450K	+$89K	1	0.23%	Increased
556	MNBTD Moody National Bank Trust Division Galveston, Texas	$444K	$0	1	0.01%	Maintained
557	AR Advisory Research Chicago, Illinois	$437K	-$29.3K	1	0.02%	Reduced
558	ANI American National Insurance Galveston, Texas	$436K	$0	1	0.02%	Maintained
559	SCM Silvant Capital Management Atlanta, Georgia	$436K	$0	1	0.09%	Maintained
560	Level Four Advisory Services Dallas, Texas	$431K	-$67.6K	1	0.04%	Reduced
561	WVP Worth Venture Partners Fort Lee, New Jersey	$426K	+$433K	1	0.24%	New
562	DekaBank Deutsche Girozentrale Frankfurt, Germany	$425K	-$888K	2	0%	Reduced
563	LCS Levin Capital Strategies New York	$424K	-$377K	1	0.05%	Reduced
564	BCM Bronte Capital Management Bondi Junction, Australia	$417K	+$89.2K	1	0.12%	Increased
565	Meridian Wealth Management Lexington, Kentucky	$411K	+$21.4K	1	0.19%	Increased
566	AE Wealth Management Topeka, Kansas	$410K	+$28.6K	2	0.01%	Increased
567	First Allied Advisory Services San Diego, California	$403K	+$290K	2	0.01%	Increased
568	SCM SOL Capital Management Rockville, Maryland	$403K	-$3.1K	1	0.11%	Reduced
569	MC Moors & Cabot Boston, Massachusetts	$402K	+$76K	1	0.04%	Increased
570	CI Cigna Investments Bloomfield, Connecticut	$398K	+$450K	1	0.04%	New
571	CAM Columbia Asset Management Ann Arbor, Michigan	$396K	+$169K	1	0.1%	Increased
572	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$395K	-$126K	1	0.05%	Reduced
573	Benjamin F. Edwards & Company St. Louis, Missouri	$391K	+$123K	3	0.03%	Increased
574	GH GAM Holding Zurich, Switzerland	$388K	-$265K	1	0.02%	Reduced
575	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$385K	-$107K	1	0%	Reduced