← 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
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$1.36M +$391K 4 0.02% Increased
552
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth
Pennsylvania
$1.36M +$1.23M 2 0.15% Increased
553
Aureus Asset Management
Aureus Asset Management
Massachusetts
$1.34M +$529K 1 0.09% Increased
554
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$1.34M +$226K 1 0.01% Increased
555
AC
Apogem Capital
New York
$1.32M +$17.2K 1 0.9% Increased
556
CG
Cutler Group
California
$1.31M -$759K 6 0.07% Reduced
557
Renaissance Group
Renaissance Group
Kentucky
$1.31M +$114K 1 0.06% Increased
558
First Trust Direct Indexing
First Trust Direct Indexing
Massachusetts
$1.31M -$84.2K 2 0.16% Reduced
559
GIM
Guild Investment Management
California
$1.3M +$3.91K 1 1.33% Increased
560
Level Four Advisory Services
Level Four Advisory Services
Texas
$1.3M +$1.32M 3 0.1% Increased
561
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.3M -$93.7K 7 0% Reduced
562
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.28M -$1.03M 2 0.01% Reduced
563
Maven Securities
Maven Securities
Jersey
$1.28M +$521K 1 0.04% Increased
564
Caption Management
Caption Management
Oklahoma
$1.28M -$2.12M 2 0.02% Reduced
565
LPIC
LeJeune Puetz Investment Counsel
Michigan
$1.28M +$119K 1 0.45% Increased
566
GAA
Green Alpha Advisors
Colorado
$1.27M +$22.9K 1 0.85% Increased
567
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$1.26M $0 1 0.08% Maintained
568
AIC
Aurora Investment Counsel
Georgia
$1.25M -$326K 1 0.8% Reduced
569
RP
Riverwater Partners
Wisconsin
$1.25M -$238K 1 2.06% Reduced
570
B. Riley Wealth Management
B. Riley Wealth Management
Tennessee
$1.25M +$133K 1 0.1% Increased
571
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$1.24M -$32.1K 2 0.14% Reduced
572
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
$1.22M +$1.22M 4 0.29% Increased
573
SSI
Scott & Selber Inc
Texas
$1.21M -$15.4K 1 0.46% Reduced
574
TrinityPoint Wealth
TrinityPoint Wealth
Connecticut
$1.19M +$29.9K 1 0.22% Increased
575
Echo Street Capital Management
Echo Street Capital Management
New York
$1.19M +$1.27M 2 0.01% New