← 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	RegentAtlantic Capital Morristown, New Jersey	$260K	-$7.88K	1	0.01%	Reduced
752	LJAC L.J. Altfest & Co New York	$258K	-$88.1K	1	0.06%	Reduced
753	SP Symmetry Partners Glastonbury, Connecticut	$258K	-$61.4K	1	0.02%	Reduced
754	FHC First Heartland Consultants Lake St. Louis, Missouri	$257K	+$249K	1	0.04%	New
755	TCM Teza Capital Management Chicago, Illinois	$251K	-$187K	1	0.04%	Reduced
756	Flow Traders U.S. New York	$249K	+$79.7K	1	0.01%	Increased
757	Quadrant Capital Group Cincinnati, Ohio	$249K	-$20.5K	5	0.04%	Reduced
758	First Citizens Bank & Trust Raleigh, North Carolina	$247K	-$43.1K	1	0.01%	Reduced
759	IRF IBM Retirement Fund Armonk, New York	$247K	-$289K	1	0.02%	Reduced
760	HIA Harbor Investment Advisory Lutherville, Maryland	$245K	$0	4	0.03%	Maintained
761	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$241K	$0	1	0.13%	Maintained
762	WR WD Rutherford Portland, Oregon	$241K	+$2.1K	1	0.13%	Increased
763	MAP Milestone Advisory Partners Southern Pines, North Carolina	$239K	$0	1	0.13%	Maintained
764	Quantinno Capital Management New York	$239K	$0	1	0.27%	Maintained
765	B. Metzler seel. Sohn & Co Frankfurt, Germany	$238K	-$11.2K	1	0%	Reduced
766	MCM Maryland Capital Management Towson, Maryland	$224K	-$4.04K	1	0.01%	Reduced
767	Tidal Investments Milwaukee, Wisconsin	$222K	-$261K	1	0.01%	Reduced
768	CAM Connacht Asset Management New York	$221K	-$3.98M	1	0.1%	Reduced
769	HCP Hexagon Capital Partners Rogers, Arkansas	$218K	+$34.1K	5	0.06%	Increased
770	Choate Investment Advisors Boston, Massachusetts	$214K	+$207K	1	0.01%	New
771	CCIA Cherry Creek Investment Advisors Englewood, Colorado	$213K	+$207K	1	0.14%	New
772	GAM Griffin Asset Management New York	$212K	-$58.2K	1	0.03%	Reduced
773	JCM Jacobi Capital Management Pittston, Pennsylvania	$212K	+$56.1K	3	0.03%	Increased
774	6M 6 Meridian Wichita, Kansas	$211K	-$6.28K	1	0.02%	Reduced
775	CCM Compton Capital Management Providence, Rhode Island	$211K	$0	1	0.06%	Maintained