← 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
626
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0 -$718K 0 – Closed
627
BCM
BBT Capital Management
Texas
$0 -$18.5M 0 – Closed
628
BHA
Beech Hill Advisors
New York
$0 -$353K 0 – Closed
629
BCM
Bodri Capital Management
California
$0 -$4.1M 0 – Closed
630
Boothbay Fund Management
Boothbay Fund Management
New York
$0 -$500K 0 – Closed
631
Boston Partners
Boston Partners
Massachusetts
$0 -$39.2M 0 – Closed
632
BAM
Bruderman Asset Management
New York
$0 -$2K 0 – Closed
633
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$0 -$3.9M 0 – Closed
634
Cambiar Investors
Cambiar Investors
Colorado
$0 -$28.8M 0 – Closed
635
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$2.35M 0 – Closed
636
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$7.53M 0 – Closed
637
CI
CAZ Investments
Texas
$0 -$486K 0 – Closed
638
CBB
Citizens Business Bank
California
$0 -$212K 0 – Closed
639
CFG
CKW Financial Group
Hawaii
$0 -$15K 0 – Closed
640
CYG
Clean Yield Group
Vermont
$0 -$28K 0 – Closed
641
CIP
Convergence Investment Partners
Florida
$0 -$77K 0 – Closed
642
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$0 -$92K 0 – Closed
643
CWM
Cranbrook Wealth Management
Michigan
$0 $0 1 0% Maintained
644
Davenport & Co
Davenport & Co
Virginia
$0 -$174K 0 – Closed
645
DIA
Denver Investment Advisors
Colorado
$0 -$3.82M 0 – Closed
646
DCM
Dialectic Capital Management
Connecticut
$0 -$1.77M 0 – Closed
647
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$166M 0 – Closed
648
Dodge & Cox
Dodge & Cox
California
$0 -$232M 0 – Closed
649
DLHL
Donald L. Hagan LLC
Florida
$0 -$484K 0 – Closed
650
DWA
Dorsey Wright & Associates
California
$0 -$191K 0 – Closed