← 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
576	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$2.1M	0	–	Closed
577	CONA Capital One National Association New York	$0	-$261K	0	–	Closed
578	CIBC World Market Toronto, Ontario, Canada	$0	-$327K	0	–	Closed
579	CI Global Investments Oakland, California	$0	-$4.04M	0	–	Closed
580	CI Investments Inc Toronto, Ontario, Canada	$0	-$1.83M	0	–	Closed
581	Coatue Management New York	$0	-$31.9M	0	–	Closed
582	CCI Columbus Circle Investors	$0	-$28.9M	0	–	Closed
583	CWM Concert Wealth Management San Jose, California	$0	-$215K	0	–	Closed
584	CI Cowen Inc New York	$0	-$418K	0	–	Closed
585	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$0	$0	1	0%	Maintained
586	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$835K	0	–	Closed
587	EWM Elite Wealth Management Kirkland, Washington	$0	-$1K	0	–	Closed
588	EMG Ellington Management Group Old Greenwich, Connecticut	$0	-$1.35M	0	–	Closed
589	Emerald Advisers Leola, Pennsylvania	$0	-$5.16M	0	–	Closed
590	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$0	-$5.27M	0	–	Closed
591	EGM Espalier Global Management New York	$0	-$9.17M	0	–	Closed
592	EIM Essex Investment Management Boston, Massachusetts	$0	-$68K	0	–	Closed
593	First Horizon Advisors Memphis, Tennessee	$0	-$20.1K	1	0%	Reduced
594	FNYS First New York Securities New York	$0	-$218K	0	–	Closed
595	FAM Fortaleza Asset Management Chicago, Illinois	$0	-$520K	0	–	Closed
596	FM Forward Management San Francisco, California	$0	-$679K	0	–	Closed
597	FSA Franklin Street Advisors Chapel Hill, North Carolina	$0	-$497K	0	–	Closed
598	Fred Alger Management New York	$0	-$87K	0	–	Closed
599	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$0	-$16K	0	–	Closed
600	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$0	-$2.15M	0	–	Closed