← 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
Sheets Smith Wealth Management
Sheets Smith Wealth Management
North Carolina
$547K $0 1 0.1% Maintained
577
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$546K -$43.5K 1 0.01% Reduced
578
Quilter Plc
Quilter Plc
United Kingdom
$540K -$4.5K 1 0.02% Reduced
579
Verition Fund Management
Verition Fund Management
Connecticut
$538K -$337K 2 0.01% Reduced
580
SPM
Symmetry Peak Management
Pennsylvania
$536K +$236K 1 0.36% Increased
581
Stephens Inc
Stephens Inc
Arkansas
$532K +$92.8K 3 0.01% Increased
582
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$512K +$16.6K 1 0.06% Increased
583
ETrade Capital Management
ETrade Capital Management
Virginia
$509K +$598K 2 0.01% Increased
584
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$506K -$8.26K 1 0.05% Reduced
585
Point72 Hong Kong
Point72 Hong Kong
Hong Kong
$496K +$572K 6 0.05% Increased
586
Seven Eight Capital
Seven Eight Capital
New York
$493K +$263K 1 0.11% Increased
587
Kestra Advisory Services
Kestra Advisory Services
Texas
$492K +$202K 2 0.01% New
588
FQ
First Quadrant
California
$486K -$92.9K 2 0.06% Reduced
589
GFA
Gifford Fong Associates
California
$486K $0 1 0.13% Maintained
590
World Asset Management
World Asset Management
Michigan
$470K -$4.12K 2 0.05% Reduced
591
Quantitative Investment Management
Quantitative Investment Management
Virginia
$460K -$593K 1 0.04% Reduced
592
Avior Wealth Management
Avior Wealth Management
Nebraska
$459K +$32.2K 4 0.07% Increased
593
Campbell & Co Investment Adviser
Campbell & Co Investment Adviser
Maryland
$458K +$228K 1 0.34% Increased
594
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$449K +$560K 2 0.06% New
595
MGO One Seven
MGO One Seven
Ohio
$448K -$15.5K 1 0.11% Reduced
596
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$445K +$13.4K 2 0% Increased
597
Symmetry Partners
Symmetry Partners
Connecticut
$442K +$25.2K 1 0.04% Increased
598
IAMOG
Investors Asset Management of Georgia
Georgia
$441K +$36.6K 1 0.29% Increased
599
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$438K -$473K 1 0.02% Reduced
600
Two Sigma Securities
Two Sigma Securities
New York
$438K +$546K 2 0.01% New