← 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	FRM Fox Run Management Greenwich, Connecticut	$517K	+$4.86K	2	0.15%	Increased
577	Bessemer Group Woodbridge, New Jersey	$516K	-$73.9K	6	0%	Reduced
578	BCAM Boston Common Asset Management Boston, Massachusetts	$508K	-$6.6M	1	0.01%	Reduced
579	Livforsakringsbolaget Skandia Stockholm, Sweden	$506K	$0	1	0.06%	Maintained
580	PI PFG Investments Woodbury, New York	$505K	-$52K	2	0.09%	Reduced
581	HCM Hilton Capital Management Garden City, New York	$504K	-$37.4K	2	0.07%	Reduced
582	MC Merlin Capital Newport, Rhode Island	$501K	+$70.9K	2	1.87%	Increased
583	WWP WR Wealth Planners Columbia, Missouri	$500K	-$145K	5	0.19%	Reduced
584	JB Capital Wethersfield, Connecticut	$499K	+$149K	1	0.04%	Increased
585	HC Henshaw Capital Woburn, Massachusetts	$498K	+$451K	1	0.03%	New
586	SM Sciencast Management Princeton, New Jersey	$486K	+$441K	1	0.22%	New
587	Sowell Financial Services North Little Rock, Arkansas	$483K	+$451K	1	0.03%	New
588	USAA United Services Automobile Association San Antonio, Texas	$482K	+$449K	1	0.01%	New
589	CIM CIM Investment Management Pittsburgh, Pennsylvania	$478K	$0	2	0.17%	Maintained
590	Greenleaf Trust Kalamazoo, Michigan	$477K	-$58.7K	2	0.01%	Reduced
591	WWM Wolff Wiese Magana Carslbad, California	$470K	+$113K	2	0.38%	Increased
592	Ethic Inc New York	$466K	-$126K	1	0.02%	Reduced
593	MGO One Seven Beachwood, Ohio	$459K	-$10.2K	2	0.04%	Reduced
594	FIM Freedom Investment Management Hartford, Connecticut	$457K	-$113K	2	0.06%	Reduced
595	Brookstone Capital Management Wheaton, Illinois	$456K	+$24.4K	1	0.01%	Increased
596	MLICM Metropolitan Life Insurance Company (MetLife) New York	$453K	+$24.7K	5	0.02%	Increased
597	PFM Premier Fund Managers Guildford, United Kingdom	$453K	-$888K	1	0.02%	Reduced
598	AC Albar Capital London, United Kingdom	$451K	+$567K	1	0.13%	New
599	FCT First Community Trust Dubuque, Iowa	$450K	$0	1	0.51%	Maintained
600	HWM Hohimer Wealth Management Seattle, Washington	$448K	$0	2	0.13%	Maintained