← 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
726	IMC Chicago Chicago, Illinois	$280K	-$540K	1	0%	Reduced
727	GAM Griffin Asset Management New York	$278K	+$106K	1	0.04%	Increased
728	IAN Integrated Advisors Network Dallas, Texas	$277K	-$194K	1	0.03%	Reduced
729	Park Avenue Securities New York	$275K	+$180K	2	0.01%	Increased
730	Capstone Investment Advisors New York	$272K	+$213K	1	0%	New
731	OWM OneAscent Wealth Management Birmingham, Alabama	$271K	+$273K	1	0.12%	New
732	HIA Harbor Investment Advisory Lutherville, Maryland	$270K	+$53	4	0.04%	Increased
733	PA PFG Advisors Phoenix, Arizona	$269K	$0	1	0.05%	Maintained
734	Scotia Capital Toronto, Ontario, Canada	$268K	+$159K	1	0%	Increased
735	APA Allegiant Private Advisors Sarasota, Florida	$264K	+$222K	1	0.05%	New
736	VI Versor Investments New York	$263K	-$532K	1	0.02%	Reduced
737	RegentAtlantic Capital Morristown, New Jersey	$261K	-$6.31K	1	0.01%	Reduced
738	LCM LCM Capital Management Chicago, Illinois	$256K	+$258K	1	0.24%	New
739	Rockefeller Capital Management New York	$254K	-$640K	6	0%	Reduced
740	Fort Washington Investment Advisors Cincinnati, Ohio	$253K	-$6.99K	1	0%	Reduced
741	BCA Bay Colony Advisors Concord, Massachusetts	$251K	-$118K	1	0.13%	Reduced
742	TC Truvestments Capital Sarasota, Florida	$251K	+$199K	2	0.17%	New
743	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$250K	-$43.4K	1	0.03%	Reduced
744	Great Lakes Advisors Chicago, Illinois	$250K	-$436	1	0%	Reduced
745	CCM Compton Capital Management Providence, Rhode Island	$244K	-$86.2K	1	0.08%	Reduced
746	Vestcor Inc Fredericton, New Brunswick, Canada	$243K	$0	1	0.01%	Maintained
747	JSC Jackson Square Capital San Francisco, California	$241K	-$906K	1	0.09%	Reduced
748	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$240K	+$114K	1	0.02%	Increased
749	TCTC Holdings Dallas, Texas	$239K	$0	1	0.01%	Maintained
750	YWP YorkBridge Wealth Partners New York	$239K	+$201K	1	0.08%	New