← 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	Advisory Alpha Holland, Michigan	$418	-$153	1	0%	Reduced
852	ACA Atlas Capital Advisors Jackson, Wyoming	$278	-$276	1	0%	Reduced
853	Pendal Group Sydney, Australia	$79	$0	1	0%	Maintained
854	SHWM Silicon Hills Wealth Management Austin, Texas	$27	+$131	1	0.02%	New
855	CT Caldwell Trust Venice, Florida	$11	+$12	1	0%	New
856	ED Exane Derivatives Paris, France	$4	-$77.7K	1	0%	Reduced
857	1NWS 1 North Wealth Services Annapolis, Maryland	$0	$0	1	0%	Maintained
858	3C 361 Capital Denver, Colorado	$0	-$589K	0	–	Closed
859	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$0	-$1.33M	0	–	Closed
860	Advent Capital Management New York	$0	-$253K	0	–	Closed
861	AP Advisor Partners Walnut Creek, California	$0	-$60K	0	–	Closed
862	AR Advisory Research Chicago, Illinois	$0	-$437K	0	–	Closed
863	AWM Affinity Wealth Management Wilmington, Delaware	$0	-$1.16M	0	–	Closed
864	AGF Investments Inc Toronto, Ontario, Canada	$0	-$3.81M	0	–	Closed
865	AW Alpha Windward Westwood, Massachusetts	$0	-$849K	0	–	Closed
866	AAM Alpine Associates Management Palm Beach, Florida	$0	-$20.7M	0	–	Closed
867	Alyeska Investment Group Chicago, Illinois	$0	-$32.1M	0	–	Closed
868	Ancora Advisors Cleveland, Ohio	$0	+$110	1	0%	New
869	AAM AO Asset Management New York	$0	-$7.14M	0	–	Closed
870	AA Argent Advisors Monroe, Louisiana	$0	+$181	1	0%	New
871	APC Aspire Private Capital Cornelius, North Carolina	$0	$0	1	0%	Maintained
872	Avantax Advisory Services Dallas, Texas	$0	-$281K	0	–	Closed
873	AIC Ayalon Insurance Company Ramat Gan, Israel	$0	-$806K	0	–	Closed
874	Bailard Foster City, California	$0	-$106K	0	–	Closed
875	Baker Avenue Asset Management San Francisco, California	$0	-$720K	0	–	Closed