← 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
876	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$602K	0	–	Closed
877	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$0	-$69K	0	–	Closed
878	PWM Paulson Wealth Management Wheaton, Illinois	$0	-$5K	0	–	Closed
879	PO Private Ocean San Rafael, California	$0	+$404	1	0%	New
880	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
881	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$0	-$475K	0	–	Closed
882	QAM Quentec Asset Management New York	$0	-$81.5M	0	–	Closed
883	QF QVT Financial New York	$0	-$3.97M	0	–	Closed
884	RCM Raging Capital Management Rocky Hill, New Jersey	$0	-$4.25M	0	–	Closed
885	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$1.31M	0	–	Closed
886	Robeco Institutional Asset Management Rotterdam, Netherlands	$0	-$1.42M	0	–	Closed
887	RPC Rossmore Private Capital Glastonbury, Connecticut	$0	-$4.55K	0	–	Closed
888	RIL Rothschild Investment LLC Chicago, Illinois	$0	-$1.42M	0	–	Closed
889	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
890	RCG Ruggie Capital Group Tavares, Florida	$0	$0	0	–	Closed
891	SCM Sanoor Capital Management Greenwich, Connecticut	$0	-$19.4M	0	–	Closed
892	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$0	-$1K	0	–	Closed
893	SC Sawyer & Company Boston, Massachusetts	$0	$0	0	–	Closed
894	Sculptor Capital New York	$0	-$1.32M	0	–	Closed
895	Segall Bryant & Hamill Chicago, Illinois	$0	-$2.6M	0	–	Closed
896	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$0	$0	0	–	Closed
897	SL Signition LP New York	$0	-$64K	0	–	Closed
898	SAM Skyline Asset Management Chicago, Illinois	$0	-$12.6M	0	–	Closed
899	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$0	-$85K	0	–	Closed
900	SAM Solaris Asset Management New York	$0	-$23K	0	–	Closed