← 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	SCA Snowden Capital Advisors New York	$418K	+$77.1K	2	0.02%	Increased
627	Independent Financial Group San Diego, California	$414K	-$313K	2	0.04%	Reduced
628	JB Capital Wethersfield, Connecticut	$414K	-$9.78K	1	0.05%	Reduced
629	Inspire Investing Meridian, Idaho	$412K	-$1.19M	2	0.06%	Reduced
630	MC Moors & Cabot Boston, Massachusetts	$412K	+$2.77K	1	0.03%	Increased
631	MLICM Metropolitan Life Insurance Company (MetLife) New York	$412K	+$44.5K	5	0.02%	Increased
632	Palisade Capital Management Fort Lee, New Jersey	$411K	+$13.7K	1	0.01%	Increased
633	PRC Pearl River Capital Niles, Michigan	$408K	+$561K	1	0.08%	New
634	CIA Capital Impact Advisors Boston, Massachusetts	$401K	-$119K	1	0.4%	Reduced
635	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$400K	-$24.5M	1	0%	Reduced
636	TD Private Client Wealth New York	$399K	+$3.62K	3	0.02%	Increased
637	Vestcor Inc Fredericton, New Brunswick, Canada	$395K	+$235K	1	0.02%	Increased
638	GC GMT Capital Atlanta, Georgia	$380K	+$452K	1	0.02%	New
639	SBL Sargent Bickham Lagudis Boulder, Colorado	$378K	-$2.59M	3	0.03%	Reduced
640	AAM Aureus Asset Management Boston, Massachusetts	$374K	$0	1	0.03%	Maintained
641	Cantor Fitzgerald New York	$368K	-$262K	2	0.01%	Reduced
642	P Pitcairn Conshohocken, Pennsylvania	$366K	+$408K	1	0.04%	New
643	SPP Single Point Partners Boston, Massachusetts	$350K	+$398K	1	0.1%	New
644	CIM Chiron Investment Management New York	$343K	-$20M	1	0.07%	Reduced
645	Forvis Mazars Wealth Advisors Springfield, Missouri	$343K	-$24.9K	1	0.01%	Reduced
646	QC Quent Capital New York	$341K	+$8.37K	4	0.07%	Increased
647	EVM Evelyn V. Moreno	$339K	$0	2	0.15%	Maintained
648	MM MQS Management New York	$339K	-$294K	2	0.22%	Reduced
649	BHB Bank Hapoalim BM Tel Aviv, Israel	$334K	-$330K	1	0.04%	Reduced
650	H HoyleCohen San Diego, California	$334K	-$13.1K	2	0.04%	Reduced