← 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	VI Versor Investments New York	$3.69M	+$641K	5	0.68%	Increased
577	CMF Counterpoint Mutual Funds San Diego, California	$3.69M	+$1.3M	3	0.29%	Increased
578	Swiss Life Asset Management Zurich,	$3.64M	+$1.55M	5	0.02%	Increased
579	Envestnet Portfolio Solutions Chicago, Illinois	$3.63M	+$6.5K	5	0.01%	Increased
580	Advisors Asset Management Monument, Colorado	$3.63M	+$644K	7	0.06%	Increased
581	AAM Azzad Asset Management Falls Church, Virginia	$3.6M	+$2.38K	2	0.36%	Increased
582	QCM Qsemble Capital Management New York	$3.57M	+$70.2K	2	0.35%	Increased
583	RWM Rezny Wealth Management Fort Myers, Florida	$3.55M	-$32.3K	1	0.74%	Reduced
584	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$3.52M	$0	1	1.99%	Maintained
585	VIM Vista Investment Management Pittsburgh, Pennsylvania	$3.48M	-$30.6K	1	1.21%	Reduced
586	FC FORA Capital Miami, Florida	$3.47M	+$2.5M	2	0.61%	New
587	Independent Financial Group San Diego, California	$3.38M	+$2.06M	1	0.08%	Increased
588	Forum Financial Management Lombard, Illinois	$3.35M	+$74.8K	6	0.05%	Increased
589	GCP GSA Capital Partners London, United Kingdom	$3.34M	+$447K	5	0.28%	Increased
590	Beacon Pointe Advisors Newport Beach, California	$3.33M	+$2.47M	2	0.03%	Increased
591	VanEck Associates New York	$3.25M	+$2.48M	1	0%	Increased
592	NIMC Nierenberg Investment Management Company Camas, Washington	$3.22M	$0	1	1.38%	Maintained
593	SAM Sycomore Asset Management Paris, France	$3.18M	$0	1	0.53%	Maintained
594	One Capital Management Westlake Village, California	$3.17M	-$1.19M	3	0.1%	Reduced
595	OLA Oliver Luxxe Assets Gladstone, New Jersey	$3.13M	-$160K	1	0.49%	Reduced
596	Wolverine Asset Management Chicago, Illinois	$3.11M	-$7.6M	3	0.02%	Reduced
597	SONA Asset Management (US) New York	$3.09M	-$7.26M	1	0.08%	Reduced
598	Highbridge Capital Management New York	$3.08M	+$2.36M	1	0.13%	New
599	RAM Revere Asset Management Dallas, Texas	$3.06M	+$2.29M	1	1.15%	Increased
600	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$3.04M	+$279K	1	0.34%	Increased