← 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
Aviva
Aviva
United Kingdom
$0 -$344K 0 – Closed
702
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$0 -$938K 0 – Closed
703
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0 -$876K 0 – Closed
704
BAM
Barrett Asset Management
New York
$0 -$4K 0 – Closed
705
BA
Boston Advisors
Massachusetts
$0 -$5.98M 0 – Closed
706
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$3.14M 0 – Closed
707
BKA
Brick & Kyle Associates
Pennsylvania
$0 $0 1 0% Maintained
708
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$0 -$2.54M 0 – Closed
709
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$0 -$4K 0 – Closed
710
BWA
Burt Wealth Advisors
Maryland
$0 -$14K 0 – Closed
711
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0 -$1.05M 0 – Closed
712
CCIA
Campbell & Co Investment Adviser
Maryland
$0 -$173K 0 – Closed
713
Caprock Group
Caprock Group
Idaho
$0 -$156K 0 – Closed
714
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$11.6M 0 – Closed
715
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$0 -$108K 0 – Closed
716
CPA
Columbia Pacific Advisors
Washington
$0 -$405K 0 – Closed
717
CIP
Convergence Investment Partners
Florida
$0 -$2.13M 0 – Closed
718
CWM
Cranbrook Wealth Management
Michigan
$0 $0 1 0% Maintained
719
CCS
Crosspoint Capital Strategies
California
$0 -$7K 0 – Closed
720
DC
Deere & Company
Illinois
$0 -$2M 0 – Closed
721
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$0 -$6.49M 0 – Closed
722
DCM
Dialectic Capital Management
Connecticut
$0 -$2.82M 0 – Closed
723
Diversified Trust
Diversified Trust
Tennessee
$0 -$531K 0 – Closed
724
DOA
D'Orazio & Associates
Virginia
$0 -$2K 0 – Closed
725
EI
EAM Investors
California
$0 -$14.8M 0 – Closed