← 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
651
EGM
Espalier Global Management
New York
$0 -$9.35M 0 – Closed
652
FMA
FNY Managed Accounts
New York
$0 -$79.9K 0 – Closed
653
GWS
Glassman Wealth Services
Virginia
$0 $0 1 0% Maintained
654
Gradient Investments
Gradient Investments
Minnesota
$0 -$411K 0 – Closed
655
GC
Greenlight Capital
New York
$0 -$48.9M 0 – Closed
656
Grimes & Company
Grimes & Company
Massachusetts
$0 -$295K 0 – Closed
657
GIM
Guild Investment Management
California
$0 -$1.88M 0 – Closed
658
ING Group
ING Group
Netherlands
$0 -$9.88M 0 – Closed
659
IC
Intersect Capital
California
$0 -$3K 0 – Closed
660
JCP
Jabre Capital Partners
Switzerland
$0 -$4.17M 0 – Closed
661
MHP
Manatuck Hill Partners
Connecticut
$0 -$980K 0 – Closed
662
MCM
Manchester Capital Management
Vermont
$0 -$22K 0 – Closed
663
MTIM
Marathon Trading Investment Management
Pennsylvania
$0 -$290K 0 – Closed
664
MCF Advisors
MCF Advisors
Kentucky
$0 $0 1 0% Maintained
665
NCM
Nelson Capital Management
California
$0 $0 1 0% Maintained
666
Old Mission Capital
Old Mission Capital
Illinois
$0 -$913K 0 – Closed
667
PC
Passport Capital
California
$0 -$41.1M 0 – Closed
668
PG
Patten Group
Tennessee
$0 -$345K 0 – Closed
669
PC
Perry Capital
New York
$0 -$170M 0 – Closed
670
PSC
Piper Sandler & Co
Minnesota
$0 -$347K 0 – Closed
671
P
Pitcairn
Pennsylvania
$0 -$214K 0 – Closed
672
PCM
Potomac Capital Management
New York
$0 -$892K 0 – Closed
673
PCM
Price Capital Management
Louisiana
$0 -$244K 0 – Closed
674
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$0 -$8.71M 0 – Closed
675
Sculptor Capital
Sculptor Capital
New York
$0 -$226K 0 – Closed