← 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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$411K	+$417K	1	0%	New
702	WWM Wolff Wiese Magana Carslbad, California	$411K	+$77.1K	3	0.32%	Increased
703	NICM Neo Ivy Capital Management New York	$409K	+$415K	3	0.45%	Increased
704	HC Henshaw Capital Woburn, Massachusetts	$400K	-$105K	1	0.03%	Reduced
705	GG Golden Green Seneca, South Carolina	$398K	+$478K	1	0.34%	New
706	VFM Vivid Financial Management Orcutt, California	$396K	-$32.9K	1	0.18%	Reduced
707	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$391K	-$344K	1	0.13%	Reduced
708	Raymond James Trust St. Petersburg, Florida	$390K	-$55K	2	0.01%	Reduced
709	CIM CIM Investment Management Pittsburgh, Pennsylvania	$385K	-$36.3K	1	0.12%	Reduced
710	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$381K	-$1.76K	2	0.03%	Reduced
711	PL Parthenon LLC Louisville, Kentucky	$379K	-$8.21K	1	0.06%	Reduced
712	SM Southport Management Wilson, Wyoming	$376K	-$205K	1	1.39%	Reduced
713	CT Coastline Trust Providence, Rhode Island	$375K	-$29.6K	1	0.05%	Reduced
714	SWP Strategic Wealth Partners Independence, Ohio	$372K	-$21.9K	1	0.15%	Reduced
715	Park Avenue Securities New York	$369K	+$82.5K	2	0.01%	Increased
716	FC Fairpointe Capital Chicago, Illinois	$365K	-$14.6M	1	0.55%	Reduced
717	JSC Jackson Square Capital San Francisco, California	$362K	+$110K	1	0.14%	Increased
718	YWP YorkBridge Wealth Partners New York	$361K	+$112K	1	0.11%	Increased
719	Centiva Capital New York	$359K	+$366K	2	0.01%	New
720	MAM Meeder Asset Management Dublin, Ohio	$353K	+$414K	4	0.02%	Increased
721	Robeco Institutional Asset Management Rotterdam, Netherlands	$353K	$0	1	0%	Maintained
722	Belpointe Asset Management Reno, Nevada	$342K	-$138K	2	0.03%	Reduced
723	ANI American National Insurance Galveston, Texas	$341K	$0	1	0.01%	Maintained
724	CreativeOne Wealth Overland Park, Kansas	$341K	+$401K	2	0.03%	New
725	Level Four Advisory Services Dallas, Texas	$341K	+$288K	2	0.03%	Increased