← 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	MAFM Mid Atlantic Financial Management Pittsburgh, Pennsylvania	$264K	+$60.5K	1	0.03%	Increased
627	Smithfield Trust Pittsburgh, Pennsylvania	$263K	-$1.15K	2	0.03%	Reduced
628	Qube Research & Technologies (QRT) London, United Kingdom	$260K	+$243K	1	0.06%	New
629	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$258K	-$400K	1	0.12%	Reduced
630	SLG Stanley-Laman Group Berwyn, Pennsylvania	$258K	+$257K	1	0.06%	New
631	D.A. Davidson & Co Great Falls, Montana	$254K	+$3.94K	1	0%	Increased
632	RAM Redmond Asset Management Henrico, Virginia	$252K	+$5.27K	1	0.11%	Increased
633	Steward Partners Investment Advisory New York	$252K	-$230K	6	0.01%	Reduced
634	Kingsview Wealth Management Grants Pass, Oregon	$249K	-$608K	1	0.04%	Reduced
635	AWM Altavista Wealth Management Asheville, North Carolina	$248K	+$261K	1	0.08%	New
636	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$247K	-$6.32K	1	0.09%	Reduced
637	YMRC Yorktown Management & Research Company Forest, Virginia	$245K	$0	1	0.09%	Maintained
638	MC Miles Capital West Des Moines, Iowa	$234K	+$16.7K	1	0.19%	Increased
639	Cetera Advisor Networks El Segundo, California	$232K	+$13.2K	1	0.01%	Increased
640	FRM Fox Run Management Greenwich, Connecticut	$230K	-$800K	1	0.15%	Reduced
641	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$230K	-$272K	1	0%	Reduced
642	CAM Columbia Asset Management Ann Arbor, Michigan	$228K	-$99K	1	0.06%	Reduced
643	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$227K	+$25.2K	1	0.18%	Increased
644	PL Parthenon LLC Louisville, Kentucky	$227K	$0	1	0.05%	Maintained
645	Raymond James Trust St. Petersburg, Florida	$226K	+$91K	1	0.01%	Increased
646	HC Henshaw Capital Woburn, Massachusetts	$224K	+$223K	1	0.02%	New
647	WIA Wealthstreet Investment Advisors Dallas, Texas	$222K	$0	1	0.03%	Maintained
648	Regions Financial Corp Birmingham, Alabama	$221K	+$194K	1	0%	Increased
649	Vestmark Advisory Solutions Wakefield, Massachusetts	$218K	+$2.08K	1	0.04%	Increased
650	CGA Crescent Grove Advisors Lake Forest, Illinois	$214K	$0	1	0.04%	Maintained