← 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	Bank of Nova Scotia Toronto, Ontario, Canada	$395K	-$522K	1	0%	Reduced
602	QC Quent Capital New York	$394K	-$902	4	0.05%	Reduced
603	PEA Park Edge Advisors Cleveland, Ohio	$389K	-$68.5K	1	0.13%	Reduced
604	FIM Freedom Investment Management Hartford, Connecticut	$388K	-$25.7K	2	0.03%	Reduced
605	O'Shaughnessy Asset Management Stamford, Connecticut	$386K	-$21K	2	0.01%	Reduced
606	AIA Group Hong Kong	$386K	-$21.8K	1	0.02%	Reduced
607	AF Aldebaran Financial	$379K	-$18K	1	0.56%	Reduced
608	SW Solidarity Wealth Lehi, Utah	$378K	$0	1	0.14%	Maintained
609	MNBTD Moody National Bank Trust Division Galveston, Texas	$377K	+$369K	1	0.03%	New
610	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$371K	$0	1	0.11%	Maintained
611	Empowered Funds Havertown, Pennsylvania	$370K	+$327K	1	0.01%	New
612	FFL Future Fund LLC Chicago, Illinois	$369K	+$35.3K	1	1.02%	Increased
613	WWM Wolff Wiese Magana Carslbad, California	$368K	-$148K	2	0.35%	Reduced
614	Laird Norton Wetherby Wealth Management San Francisco, California	$363K	-$174K	1	0.02%	Reduced
615	IB Intrust Bank Wichita, Kansas	$362K	-$15.9K	1	0.04%	Reduced
616	GITFIT Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland	$360K	$0	1	0.3%	Maintained
617	Bessemer Group Woodbridge, New Jersey	$355K	-$191K	6	0%	Reduced
618	SFP Sweet Financial Partners Fairmont, Minnesota	$354K	-$54.5K	1	0.08%	Reduced
619	BC Bridgefront Capital Austin, Texas	$354K	+$22.5K	1	0.27%	Increased
620	CG Cutler Group San Francisco, California	$353K	-$269K	3	0.03%	Reduced
621	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$349K	$0	1	0.24%	Maintained
622	TC Truvestments Capital Sarasota, Florida	$346K	+$9.88K	2	0.16%	Increased
623	PineBridge Investments New York	$345K	+$286K	1	0%	New
624	HLAM Hidden Lake Asset Management New York	$344K	-$12.3M	1	0.26%	Reduced
625	Lido Advisors Los Angeles, California	$334K	-$377K	1	0%	Reduced