← 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	Salem Investment Counselors Winston Salem, North Carolina	$226K	+$107	2	0.03%	Increased
602	MCM Marathon Capital Management Hunt Valley, Maryland	$225K	+$219K	1	0.11%	New
603	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$219K	-$106K	2	0.04%	Reduced
604	SIA Starfire Investment Advisers Southfield, Michigan	$216K	+$204K	1	0.13%	New
605	AWM Affinity Wealth Management Wilmington, Delaware	$213K	+$202K	1	0.14%	New
606	Palisade Capital Management Fort Lee, New Jersey	$213K	-$10.2K	1	0.01%	Reduced
607	O'Shaughnessy Asset Management Stamford, Connecticut	$208K	-$408K	2	0%	Reduced
608	HH HWG Holdings Houston, Texas	$206K	-$6.23M	1	0.15%	Reduced
609	Wilmington Savings Fund Society Wilmington, Delaware	$206K	$0	1	0.01%	Maintained
610	WC Wexford Capital West Palm Beach, Florida	$205K	-$554K	1	0.02%	Reduced
611	TNB Thomasville National Bank Thomasville, Georgia	$200K	+$192K	1	0.04%	New
612	HWA HCR Wealth Advisors Los Angeles, California	$196K	$0	1	0.1%	Maintained
613	DI Diligent Investors Redlands, California	$187K	+$182K	1	0.13%	New
614	CIM Contravisory Investment Management Norwell, Massachusetts	$186K	+$178K	1	0.07%	New
615	CPA Court Place Advisors Ellicott City, Maryland	$185K	$0	1	0.09%	Maintained
616	CCA Checchi Capital Advisers Beverly Hills, California	$179K	-$4.74K	1	0.02%	Reduced
617	UR USCA RIA Houston, Texas	$178K	-$15.7K	1	0.02%	Reduced
618	PCA Peddock Capital Advisors Braintree, Massachusetts	$176K	+$158K	2	0.09%	Increased
619	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$166K	+$24K	2	0.02%	Increased
620	CIBC World Market Toronto, Ontario, Canada	$164K	+$33.6K	1	0%	Increased
621	Pendal Group Sydney, Australia	$162K	+$157K	2	0%	New
622	Acadian Asset Management Boston, Massachusetts	$159K	+$147K	1	0%	Increased
623	Advisory Services Network Atlanta, Georgia	$155K	+$128K	4	0.02%	Increased
624	Chevy Chase Trust Bethesda, Maryland	$155K	$0	1	0%	Maintained
625	Cornerstone Investment Partners Atlanta, Georgia	$154K	$0	1	0.01%	Maintained