← 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	NN Investment Partners Holdings The Hague, Netherlands	$270K	+$255K	1	0%	New
577	IR Invictus RG Hamilton, Bermuda	$268K	-$169K	3	0.2%	Reduced
578	ECM Everence Capital Management Goshen, Indiana	$266K	+$250K	1	0.07%	New
579	ACI AMP Capital Investors Sydney, Australia	$263K	-$21.6K	1	0%	Reduced
580	CPA Cowen Prime Advisors New York	$261K	-$16.2K	2	0.12%	Reduced
581	CBT Capital Bank & Trust Irvine, California	$258K	+$251K	1	0%	New
582	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$253K	+$17.5K	1	0.09%	Increased
583	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$249K	$0	1	0.22%	Maintained
584	QCMC Quantum Capital Management (California) San Francisco, California	$249K	$0	1	0.06%	Maintained
585	First Citizens Bank & Trust Raleigh, North Carolina	$247K	-$30.1K	1	0.03%	Reduced
586	SCM Sterneck Capital Management Kansas City, Missouri	$247K	+$234K	1	0.15%	New
587	GHA Garcia Hamilton & Associates Houston, Texas	$246K	-$167K	1	0.34%	Reduced
588	CCM Catawba Capital Management Roanoke, Virginia	$240K	+$232K	1	0.05%	New
589	NA Neuburgh Advisers Los Angeles, California	$240K	+$136K	2	0.01%	Increased
590	KI Koch Industries Wichita, Kansas	$235K	+$225K	1	0.06%	New
591	BlueCrest Capital Management St Helier, Jersey	$234K	+$172K	1	0.01%	Increased
592	FBC Fairfield, Bush & Co Darien, Connecticut	$234K	-$12K	1	0.08%	Reduced
593	IPC Independent Portfolio Consultants Boca Raton, Florida	$234K	-$26.8K	3	0.1%	Reduced
594	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$233K	-$24K	1	0.26%	Reduced
595	PL Parthenon LLC Louisville, Kentucky	$232K	$0	1	0.06%	Maintained
596	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$231K	-$19.9K	1	0.04%	Reduced
597	WIS Wright Investors Service Shelton, Connecticut	$231K	-$5.13K	1	0.09%	Reduced
598	CD Carl Domino West Palm Beach, Florida	$229K	-$55.2K	1	0.27%	Reduced
599	DCM Delta Capital Management Red Bank, New Jersey	$229K	+$221K	1	0.15%	New
600	First Allied Advisory Services San Diego, California	$226K	-$4.12K	1	0.01%	Reduced