← 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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$243K	-$204K	1	0.01%	Reduced
577	Quadrant Capital Group Cincinnati, Ohio	$241K	+$146K	5	0.06%	Increased
578	LCM Logan Capital Management Newtown Square, Pennsylvania	$240K	-$584K	1	0.02%	Reduced
579	IFP Advisors Tampa, Florida	$239K	+$22.8K	7	0.01%	Increased
580	PP Pension Partners New York	$237K	+$222K	1	0.27%	New
581	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$235K	$0	1	0.21%	Maintained
582	Steward Partners Investment Advisory New York	$232K	+$172K	1	0.01%	Increased
583	WA WealthTrust Axiom Wayne, Pennsylvania	$230K	-$18.7K	1	0.09%	Reduced
584	Brookstone Capital Management Wheaton, Illinois	$229K	+$29.6K	1	0.02%	Increased
585	PTC Petrus Trust Company Dallas, Texas	$229K	+$264K	1	0.05%	New
586	AAM American Asset Management Boca Raton, Florida	$226K	+$16.8K	1	0.17%	Increased
587	GCA Gideon Capital Advisors New York	$226K	+$212K	1	0.09%	New
588	Smithfield Trust Pittsburgh, Pennsylvania	$226K	+$69.9K	2	0.03%	Increased
589	TSS Two Sigma Securities New York	$222K	-$264K	2	0%	Reduced
590	AQR Arbitrage Greenwich, Connecticut	$213K	+$250K	1	0%	New
591	FHB First Hawaiian Bank Honolulu, Hawaii	$213K	+$40.3K	6	0.01%	Increased
592	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$213K	+$205K	1	0.03%	New
593	Brown Advisory Baltimore, Maryland	$212K	+$14.8K	1	0%	Increased
594	WIA Wealthstreet Investment Advisors Dallas, Texas	$212K	+$171K	1	0.03%	New
595	SMH Sanders Morris Harris Houston, Texas	$210K	+$246K	1	0.12%	New
596	PL Parthenon LLC Louisville, Kentucky	$206K	$0	1	0.05%	Maintained
597	JIR James Investment Research Alpha, Ohio	$205K	-$1.61M	2	0.01%	Reduced
598	MCM Marathon Capital Management Hunt Valley, Maryland	$203K	$0	1	0.1%	Maintained
599	CH Canton Hathaway Providence, Rhode Island	$201K	+$188K	1	0.13%	New
600	FRM Fox Run Management Greenwich, Connecticut	$199K	+$121K	1	0.11%	Increased