← 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	Ballentine Partners Waltham, Massachusetts	$211K	+$13.1K	1	0.01%	Increased
752	CNC Canandaigua National Corp Canandaigua, New York	$211K	-$39.2K	1	0.03%	Reduced
753	Perigon Wealth Management San Francisco, California	$211K	-$112K	1	0.02%	Reduced
754	SP Symmetry Partners Glastonbury, Connecticut	$210K	-$27.3K	1	0.01%	Reduced
755	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$209K	+$49.7K	1	0.21%	Increased
756	Wedbush Securities Los Angeles, California	$209K	$0	1	0.01%	Maintained
757	B. Metzler seel. Sohn & Co Frankfurt, Germany	$205K	-$15.8K	1	0%	Reduced
758	XTX Topco George Town, Cayman Islands	$205K	-$535K	1	0.07%	Reduced
759	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$202K	+$192K	1	0%	New
760	ER Enlightenment Research Miami, Florida	$199K	+$73.2K	1	0.24%	Increased
761	ADL Asset Dedication LLC San Francisco, California	$195K	+$4.67K	3	0.03%	Increased
762	F F3Logic Burnsville, Minnesota	$194K	+$2.9K	1	0.03%	Increased
763	JCM Jacobi Capital Management Pittston, Pennsylvania	$194K	-$19.5K	4	0.02%	Reduced
764	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$194K	-$11.6K	1	0.01%	Reduced
765	Koshinski Asset Management Decatur, Illinois	$190K	+$194K	5	0.02%	New
766	Cullen/Frost Bankers San Antonio, Texas	$189K	+$6.53K	4	0%	Increased
767	PTP Platform Technology Partners New York	$186K	-$296	1	0.08%	Reduced
768	Ethic Inc New York	$185K	+$21.3K	1	0.02%	Increased
769	Plancorp LLC Saint Louis, Missouri	$182K	+$5.81K	1	0.01%	Increased
770	SM SG3 Management Dorado, Puerto Rico	$180K	-$218K	1	0.01%	Reduced
771	Global Retirement Partners San Rafael, California	$179K	+$25.1K	4	0.02%	Increased
772	CAM Columbia Asset Management Ann Arbor, Michigan	$177K	-$138K	1	0.04%	Reduced
773	CFA Carroll Financial Associates Charlotte, North Carolina	$176K	-$170K	4	0.01%	Reduced
774	HCP Hexagon Capital Partners Rogers, Arkansas	$176K	-$13K	4	0.05%	Reduced
775	AP Advisor Partners Walnut Creek, California	$174K	-$3.85K	1	0.01%	Reduced