← 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
751	IH IFC Holdings Tampa, Florida	$0	-$111K	0	–	Closed
752	JIC Joel Isaacson & Co New York	$0	$0	1	0%	Maintained
753	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$1.48M	0	–	Closed
754	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	$0	1	0%	Maintained
755	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
756	Martingale Asset Management Boston, Massachusetts	$0	-$843K	0	–	Closed
757	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
758	MAM Meeder Asset Management Dublin, Ohio	$0	-$149K	0	–	Closed
759	Moneta Group Investment Advisors St Louis, Missouri	$0	-$654K	0	–	Closed
760	MFW Mosaic Family Wealth St. Louis, Missouri	$0	$0	1	0%	Maintained
761	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
762	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$495K	0	–	Closed
763	NVIM New Vernon Investment Management Highland Park, Illinois	$0	-$834K	0	–	Closed
764	PC Palo Capital Newport Beach, California	$0	-$434K	0	–	Closed
765	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$0	$0	1	0%	Maintained
766	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$12.9M	0	–	Closed
767	PTC Petrus Trust Company Dallas, Texas	$0	-$119K	0	–	Closed
768	P Pitcairn Conshohocken, Pennsylvania	$0	-$132K	0	–	Closed
769	Point72 Asset Management Stamford, Connecticut	$0	-$3.65M	0	–	Closed
770	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$300K	0	–	Closed
771	PTC Private Trust Company Cleveland, Ohio	$0	-$99K	0	–	Closed
772	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
773	Rafferty Asset Management New York	$0	-$226K	0	–	Closed
774	RSCM Rail-Splitter Capital Management Chicago, Illinois	$0	-$7.95M	0	–	Closed
775	RA Rational Advisors Huntington, New York	$0	$0	0	–	Closed