← 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
801	I.G. Investment Management Winnipeg, Manitoba, Canada	$0	-$343K	0	–	Closed
802	IF IRON Financial Northbrook, Illinois	$0	-$66K	0	–	Closed
803	JFA JNBA Financial Advisors Bloomington, Minnesota	$0	-$61K	0	–	Closed
804	JIC Joel Isaacson & Co New York	$0	$0	0	–	Closed
805	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$0	$0	1	0%	Maintained
806	KA Kerrisdale Advisers Miami, Florida	$0	-$1.05M	0	–	Closed
807	KMC Kirr Marbach & Co Columbus, Indiana	$0	-$383K	0	–	Closed
808	Klingman & Associates New York	$0	-$5K	0	–	Closed
809	Kornitzer Capital Management Shawnee Mission, Kansas	$0	-$7.47M	0	–	Closed
810	LF Lannebo Fonder Stockholm, Sweden	$0	-$696K	0	–	Closed
811	LAM Lebenthal Asset Management New York	$0	-$31K	0	–	Closed
812	LWA Lowe Wealth Advisors Columbia, Maryland	$0	$0	1	0%	Maintained
813	Magnetar Financial Evanston, Illinois	$0	-$401K	0	–	Closed
814	MC Maplelane Capital New York	$0	-$2.43M	1	0%	Reduced
815	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
816	MCM McKinley Capital Management Anchorage, Alaska	$0	-$3.68M	0	–	Closed
817	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	$0	1	0%	Maintained
818	MCM Monarch Capital Management Fort Wayne, Indiana	$0	-$64K	0	–	Closed
819	MFW Mosaic Family Wealth St. Louis, Missouri	$0	$0	1	0%	Maintained
820	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$0	-$11K	0	–	Closed
821	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
822	NEAM New England Asset Management Farmington, Connecticut	$0	-$313K	0	–	Closed
823	NC NewSquare Capital Newtown Square, Pennsylvania	$0	-$3K	0	–	Closed
824	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	-$7K	0	–	Closed
825	OIA Optimum Investment Advisors Chicago, Illinois	$0	-$69K	0	–	Closed