← 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
601
CC
Cipher Capital
New York
$0 -$159K 0 – Closed
602
CG
Clinton Group
New York
$0 -$242K 0 – Closed
603
Colony Group
Colony Group
Massachusetts
$0 -$2K 0 – Closed
604
CPIM
Columbia Partners Investment Management
Virginia
$0 -$668K 0 – Closed
605
CIS
Connors Investor Services
Pennsylvania
$0 -$1.97M 0 – Closed
606
CA
Corrado Advisors
New Jersey
$0 -$93K 0 – Closed
607
CWM
Cranbrook Wealth Management
Michigan
$0 $0 1 0% Maintained
608
CCM
Criterion Capital Management
California
$0 -$4.31M 0 – Closed
609
CL
CSS LLC
Illinois
$0 -$310K 0 – Closed
610
DCMM
DG Capital Management (Massachusetts)
Massachusetts
$0 -$1.86M 0 – Closed
611
Dorsal Capital Management
Dorsal Capital Management
California
$0 -$5.82M 0 – Closed
612
DCM
Dupont Capital Management
Delaware
$0 -$1.35M 0 – Closed
613
DP
DW Partners
New York
$0 -$7.98M 0 – Closed
614
Eagle Asset Management
Eagle Asset Management
Florida
$0 -$9.98M 0 – Closed
615
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$0 -$582K 0 – Closed
616
FFA
First Foundation Advisors
California
$0 -$34K 0 – Closed
617
GMIM
General Motors Investment Management
New York
$0 -$501K 0 – Closed
618
GWS
Glassman Wealth Services
Virginia
$0 $0 1 0% Maintained
619
GP
GLG Partners
United Kingdom
$0 -$333K 0 – Closed
620
GP
Grow Partners
California
$0 -$8.15M 0 – Closed
621
HT
HAP Trading
New York
$0 -$349K 0 – Closed
622
HCA
Harbour Capital Advisors
Virginia
$0 -$716K 0 – Closed
623
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$0 -$37K 0 – Closed
624
HHC
Hutchin Hill Capital
New York
$0 -$4.3M 0 – Closed
625
ID
Integral Derivatives
New York
$0 -$771K 0 – Closed