← 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	Laurion Capital Management New York	$127K	+$161K	1	0%	New
627	Tiedemann Advisors New York	$126K	+$122K	1	0.01%	New
628	WAM Westport Asset Management Southport, Connecticut	$126K	+$148K	1	0.11%	New
629	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$122K	+$5.61K	1	0.02%	Increased
630	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	$118K	-$25.3K	1	0.07%	Reduced
631	EA Evanston Advisors Schaumburg, Illinois	$117K	+$56.1K	1	0.03%	Increased
632	CF Centaurus Financial Anaheim, California	$116K	$0	1	0.03%	Maintained
633	FIA FNY Investment Advisers New York	$116K	-$760K	1	0.04%	Reduced
634	Old National Bancorp Evansville, Indiana	$116K	-$1.57K	1	0.01%	Reduced
635	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$115K	$0	1	0.03%	Maintained
636	PP Paloma Partners Greenwich, Connecticut	$115K	+$32.8K	1	0%	Increased
637	CCB Cutter & Co Brokerage Ballwin, Missouri	$114K	-$27.2K	1	0.04%	Reduced
638	First Allied Advisory Services San Diego, California	$110K	-$295K	1	0%	Reduced
639	Homrich & Berg Atlanta, Georgia	$108K	-$33.2K	1	0.01%	Reduced
640	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$107K	$0	1	0.04%	Maintained
641	FIB First Interstate Bank Billings, Montana	$106K	-$13.3K	3	0.03%	Reduced
642	BWM Buckley Wealth Management Las Vegas, Nevada	$104K	$0	1	0.05%	Maintained
643	Glenmede Trust Philadelphia, Pennsylvania	$104K	-$115K	7	0%	Reduced
644	ED Exane Derivatives Paris, France	$100K	$0	2	0.02%	Maintained
645	Geneos Wealth Management Englewood, Colorado	$99K	+$53.6K	3	0.01%	Increased
646	HJIM Henry James International Management New York	$99K	+$123	1	0.06%	Increased
647	PWAC Private Wealth Advisors (California) Fresno, California	$97K	+$93.7K	1	0.08%	New
648	Mitsubishi UFJ Asset Management Tokyo, Japan	$92K	+$108K	1	0%	New
649	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$90K	+$9.86K	1	0.01%	Increased
650	MTC McDaniel Terry & Co Austin, Texas	$89K	$0	1	0.02%	Maintained