← 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
701
CWM
Cranbrook Wealth Management
Michigan
$0 -$36 1 0% Reduced
702
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$0 -$4.76M 0 – Closed
703
DLHL
Donald L. Hagan LLC
Florida
$0 -$19K 0 – Closed
704
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$0 -$104K 0 – Closed
705
EEG
E.E. Geduld
$0 -$622K 0 – Closed
706
FNYS
First New York Securities
New York
$0 -$1.57M 0 – Closed
707
FTCM
Fir Tree Capital Management
New York
$0 -$108M 0 – Closed
708
Flow Traders U.S.
Flow Traders U.S.
New York
$0 -$80K 0 – Closed
709
FMA
FNY Managed Accounts
New York
$0 -$289K 0 – Closed
710
FA
Friess Associates
Delaware
$0 -$18.2M 0 – Closed
711
GS
GAM Systematic
United Kingdom
$0 -$56K 0 – Closed
712
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$0 -$147K 0 – Closed
713
GAI
General American Investors
New York
$0 -$10.3M 0 – Closed
714
GWS
Glassman Wealth Services
Virginia
$0 $0 1 0% Maintained
715
GC
GMT Capital
Georgia
$0 -$216K 0 – Closed
716
Harding Loevner
Harding Loevner
New Jersey
$0 -$1K 0 – Closed
717
HCS
Harvest Capital Strategies
California
$0 -$1.5M 0 – Closed
718
HW
Hedeker Wealth
Illinois
$0 +$18 1 0% New
719
HCMT
Highland Capital Management (Tennessee)
Tennessee
$0 -$55K 0 – Closed
720
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$0 -$205K 0 – Closed
721
HF
Hoxton Financial
West Virginia
$0 $0 0 – Closed
722
ICRM
Insight Capital Research & Management
California
$0 -$6.78M 0 – Closed
723
IRS
Invictus RG (Singapore)
Singapore
$0 -$224K 0 – Closed
724
JGC
J. Goldman & Co
New York
$0 -$2.9M 0 – Closed
725
JIC
Joel Isaacson & Co
New York
$0 -$2K 0 – Closed