← 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	Equitable Holdings New York	$1.2M	+$1.2M	3	0.01%	Increased
577	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$1.18M	+$1.51M	1	0.04%	New
578	RFM Royal Fund Management Lady Lake, Florida	$1.16M	+$1.8M	1	0.13%	New
579	Parallax Volatility Advisers San Francisco, California	$1.16M	-$4.5M	1	0%	Reduced
580	Stratos Wealth Partners Beachwood, Ohio	$1.16M	+$643K	3	0.02%	Increased
581	WA WealthTrust Axiom Wayne, Pennsylvania	$1.15M	-$96.9K	2	0.35%	Reduced
582	SPA Sherbrooke Park Advisers White Plains, New York	$1.15M	+$338K	2	0.53%	Increased
583	CCM Collar Capital Management Appleton, Wisconsin	$1.14M	-$71.2K	1	1.04%	Reduced
584	Jupiter Asset Management London, United Kingdom	$1.14M	-$893K	1	0.01%	Reduced
585	Tocqueville Asset Management New York	$1.14M	$0	2	0.02%	Maintained
586	Ashton Thomas Private Wealth Scottsdale, Arizona	$1.13M	-$1.68M	2	0.04%	Reduced
587	LOAMU Lombard Odier Asset Management (USA) New York	$1.11M	+$714K	1	0.09%	Increased
588	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.1M	+$263K	3	0%	Increased
589	MP McDonald Partners Cleveland, Ohio	$1.1M	-$51.2K	1	0.29%	Reduced
590	VF Virtu Financial New York	$1.09M	-$3.03M	5	0.06%	Reduced
591	Elo Mutual Pension Insurance Espoo, Finland	$1.08M	+$1.42M	1	0.02%	New
592	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.08M	-$2.29M	2	0.01%	Reduced
593	SAM Strategy Asset Managers Pasadena, California	$1.06M	+$92.3K	1	0.22%	Increased
594	Avantax Advisory Services Dallas, Texas	$1.05M	+$493K	5	0.01%	Increased
595	TC Truvestments Capital Sarasota, Florida	$1.05M	+$605K	4	0.23%	Increased
596	ET Entropy Technologies New York	$1.05M	-$2.29M	1	0.1%	Reduced
597	Maryland State Retirement & Pension System Baltimore, Maryland	$1.05M	-$533K	3	0.02%	Reduced
598	RP Riverwater Partners Milwaukee, Wisconsin	$1.05M	-$23.3K	1	0.54%	Reduced
599	Burney Company Reston, Virginia	$1.04M	-$18.6K	1	0.04%	Reduced
600	KeyBank National Association Cleveland, Ohio	$1.04M	-$232K	3	0%	Reduced