← 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	Thompson Siegel & Walmsley Richmond, Virginia	$675K	+$663K	2	0.01%	New
752	FC Farringdon Capital London, United Kingdom	$672K	+$665K	2	0.28%	New
753	Meridian Wealth Management Lexington, Kentucky	$663K	+$701K	1	0.03%	New
754	Investor AB Stockholm, Sweden	$663K	+$50K	1	0.01%	Increased
755	BWM Bosman Wealth Management Redlands, California	$660K	+$640K	1	0.64%	New
756	Meiji Yasuda Asset Management Tokyo, Japan	$657K	$0	2	0.03%	Maintained
757	Heritage Investors Management Corp Bethesda, Maryland	$656K	+$15K	1	0.02%	Increased
758	CIM CIM Investment Management Pittsburgh, Pennsylvania	$649K	$0	2	0.19%	Maintained
759	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$648K	-$954	1	0.32%	Reduced
760	Atomi Financial Group New York	$644K	+$505K	2	0.03%	Increased
761	FAIM Financial Advocates Investment Management Olympia, Washington	$643K	$0	1	0.04%	Maintained
762	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$640K	$0	1	0.13%	Maintained
763	Nomura Asset Management Tokyo, Japan	$639K	+$357K	3	0%	Increased
764	Shell Asset Management The Hague, Netherlands	$637K	$0	3	0.03%	Maintained
765	DRW Securities Chicago, Illinois	$630K	+$633K	1	0.02%	New
766	PAM Pinpoint Asset Management Hong Kong	$623K	-$598K	5	0.11%	Reduced
767	Sax Wealth Advisors Parsippany, New Jersey	$622K	+$1K	1	0.05%	Increased
768	Avior Wealth Management Omaha, Nebraska	$621K	-$125K	5	0.02%	Reduced
769	Caitong International Asset Management Hong Kong	$619K	+$551K	7	0.61%	New
770	Premier Fund Managers Guildford, United Kingdom	$616K	$0	1	0.02%	Maintained
771	Triglav Skladi Ljubljana, Slovenia	$615K	+$649K	1	0.05%	New
772	TL Tradewinds LLC Raleigh, North Carolina	$610K	+$99K	1	0.17%	Increased
773	CC Corton Capital Carrying Place, Ontario, Canada	$603K	-$81.9K	2	0.35%	Reduced
774	Dark Forest Capital Management San Juan, Puerto Rico	$587K	+$383K	2	0.09%	Increased
775	OP ORG Partners Roanoke, Indiana	$582K	+$14K	3	0.08%	Increased