← 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	First Commonwealth Financial Corp Indiana, Pennsylvania	$434K	$0	1	0.16%	Maintained
702	CIM CIM Investment Management Pittsburgh, Pennsylvania	$433K	$0	1	0.18%	Maintained
703	Brandywine Global Investment Management Philadelphia, Pennsylvania	$432K	+$465K	1	0%	New
704	ARC Advisor Resource Council Dallas, Texas	$429K	+$275K	2	0.04%	Increased
705	YMRC Yorktown Management & Research Company Forest, Virginia	$425K	$0	1	0.55%	Maintained
706	Forvis Mazars Wealth Advisors Springfield, Missouri	$421K	+$25.6K	1	0.02%	Increased
707	Ritholtz Wealth Management New York	$421K	+$152K	1	0.03%	Increased
708	Capital Investment Counsel Inc Raleigh, North Carolina	$420K	-$5K	2	0.1%	Reduced
709	Two Sigma Securities New York	$416K	-$509K	2	0.01%	Reduced
710	Americana Partners Houston, Texas	$414K	$0	1	0.07%	Maintained
711	TI Telemetry Investments New York	$412K	+$33.6K	1	0.49%	Increased
712	Roundview Capital Princeton, New Jersey	$411K	+$793	1	0.05%	Increased
713	PA PSI Advisors Tampa, Florida	$409K	-$15.6K	2	0.2%	Reduced
714	Parallel Advisors San Francisco, California	$408K	-$9.9K	7	0.02%	Reduced
715	Duality Advisers Miami, Florida	$407K	-$1.25M	1	0.04%	Reduced
716	SCA Snowden Capital Advisors New York	$407K	+$241K	1	0.02%	Increased
717	Point72 Hong Kong Hong Kong	$404K	+$340K	6	0.02%	Increased
718	D.A. Davidson & Co Great Falls, Montana	$403K	-$41.6K	1	0.01%	Reduced
719	CreativeOne Wealth Overland Park, Kansas	$400K	+$2.26K	2	0.02%	Increased
720	Caxton Associates (New York) New York	$396K	+$449K	1	0.04%	New
721	Avior Wealth Management Omaha, Nebraska	$386K	-$59.2K	2	0.04%	Reduced
722	SM Sciencast Management Princeton, New Jersey	$383K	+$151K	1	0.09%	Increased
723	EVM Evelyn V. Moreno	$380K	+$373K	2	0.09%	Increased
724	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$378K	-$14.9K	1	0.05%	Reduced
725	Beacon Pointe Advisors Newport Beach, California	$377K	-$10.1K	1	0.01%	Reduced