← 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	GC GMT Capital Atlanta, Georgia	$445K	$0	1	0.02%	Maintained
602	EIM Essex Investment Management Boston, Massachusetts	$441K	$0	1	0.07%	Maintained
603	Kestra Private Wealth Services Austin, Texas	$438K	-$8.92K	2	0.01%	Reduced
604	IIM Ironwood Investment Management Boston, Massachusetts	$438K	-$12.4K	1	0.27%	Reduced
605	RSC Red Spruce Capital Berwyn, Pennsylvania	$434K	+$40.3K	1	0.25%	Increased
606	H HoyleCohen San Diego, California	$433K	$0	2	0.04%	Maintained
607	WAM Westport Asset Management Southport, Connecticut	$429K	$0	1	0.25%	Maintained
608	AIA Group Hong Kong	$428K	-$737K	1	0.02%	Reduced
609	Y-Intercept (HK) Hong Kong	$422K	-$14.5K	1	0.04%	Reduced
610	Vestmark Advisory Solutions Wakefield, Massachusetts	$420K	+$87.9K	2	0.03%	Increased
611	Smithfield Trust Pittsburgh, Pennsylvania	$418K	+$53.4K	2	0.03%	Increased
612	SG StoneX Group New York	$410K	+$515K	1	0.04%	New
613	GCIA Gabelli & Co Investment Advisers Rye, New York	$406K	+$5.3K	1	0.07%	Increased
614	OMERS Administration Corp Toronto, Ontario, Canada	$400K	+$362K	1	0.01%	New
615	IB Intrust Bank Wichita, Kansas	$398K	-$106K	1	0.05%	Reduced
616	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$391K	$0	1	0.31%	Maintained
617	Focus Financial Network Minneapolis, Minnesota	$385K	-$51.5K	1	0.02%	Reduced
618	Flow Traders U.S. New York	$378K	+$399K	1	0.02%	New
619	OP ORG Partners Roanoke, Indiana	$378K	-$214K	2	0.11%	Reduced
620	Mackenzie Financial Toronto Ontario, Ontario, Canada	$376K	-$111K	3	0%	Reduced
621	O'Shaughnessy Asset Management Stamford, Connecticut	$372K	+$283K	2	0.01%	Increased
622	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$370K	-$1.01M	1	0.04%	Reduced
623	Waverly Advisors Birmingham, Alabama	$370K	-$7.45K	1	0.02%	Reduced
624	N Numerai San Francisco, California	$367K	+$462K	1	0.12%	New
625	WCA Westover Capital Advisors Wilmington, Delaware	$362K	$0	1	0.13%	Maintained