← 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
851	MCF Advisors Covington, Kentucky	$0	$0	1	0%	Maintained
852	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$4.44M	0	–	Closed
853	Moore Capital Management New York	$0	-$2.67M	0	–	Closed
854	MFW Mosaic Family Wealth St. Louis, Missouri	$0	$0	1	0%	Maintained
855	MFWM Motley Fool Wealth Management Alexandria, Virginia	$0	-$3.46M	0	–	Closed
856	MAM Myriad Asset Management North Point, Hong Kong	$0	-$19.5M	0	–	Closed
857	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
858	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$0	-$320K	0	–	Closed
859	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$0	-$57K	0	–	Closed
860	NC Nokomis Capital Dallas, Texas	$0	-$30.6M	0	–	Closed
861	OI Oakbrook Investments Lisle, Illinois	$0	-$241K	0	–	Closed
862	Oribel Capital Management New York	$0	-$3.17M	0	–	Closed
863	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$302K	0	–	Closed
864	Paradigm Capital Management Inc Albany, New York	$0	-$4.54M	0	–	Closed
865	PM Parametrica Management Wanchai, Hong Kong	$0	-$154K	0	–	Closed
866	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$0	-$48K	0	–	Closed
867	PAM Princeton Alpha Management Princeton Junction, New Jersey	$0	-$254K	0	–	Closed
868	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$0	-$220K	0	–	Closed
869	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
870	RWG Regal Wealth Group Seal Beach, California	$0	+$12	1	0%	Increased
871	RCG Ruggie Capital Group Tavares, Florida	$0	$0	1	0%	Maintained
872	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$0	-$259K	0	–	Closed
873	SCM SG Capital Management Chicago, Illinois	$0	-$6.97M	0	–	Closed
874	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$0	-$1.44M	0	–	Closed
875	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$0	+$6	1	0%	New