← 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
CLCM
Crawford Lake Capital Management
New Jersey
$0 -$6.6M 0 – Closed
877
CFD
Creative Financial Designs
Indiana
$0 $0 1 0% Maintained
878
Csenge Advisory Group
Csenge Advisory Group
Florida
$0 -$31K 0 – Closed
879
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$0 -$292K 0 – Closed
880
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$0 -$8.42M 0 – Closed
881
Destination Wealth Management
Destination Wealth Management
California
$0 -$1K 0 – Closed
882
Discovery Capital Management
Discovery Capital Management
Connecticut
$0 -$44.3M 0 – Closed
883
Driehaus Capital Management
Driehaus Capital Management
Illinois
$0 -$2.91M 0 – Closed
884
DP
DSAM Partners
United Kingdom
$0 -$513K 0 – Closed
885
EGI
EAM Global Investors
California
$0 -$1.12M 0 – Closed
886
Element Capital Management
Element Capital Management
New York
$0 -$257K 0 – Closed
887
EA
Elm Advisors
California
$0 $0 0 – Closed
888
EWM
Elmwood Wealth Management
California
$0 -$19.7K 1 0% Reduced
889
FLI
Family Legacy Inc
South Carolina
$0 $0 1 0% Maintained
890
FIMG
Financial & Investment Management Group
Michigan
$0 -$5.83M 0 – Closed
891
FL
Fort LP
Maryland
$0 -$58K 0 – Closed
892
Fred Alger Management
Fred Alger Management
New York
$0 -$326K 0 – Closed
893
GFA
Gifford Fong Associates
California
$0 -$953K 0 – Closed
894
GWS
Glassman Wealth Services
Virginia
$0 $0 2 0% Maintained
895
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$0 -$81K 0 – Closed
896
HCS
Harvest Capital Strategies
California
$0 -$3.65M 0 – Closed
897
Highbridge Capital Management
Highbridge Capital Management
New York
$0 -$1.92M 0 – Closed
898
II
Ibex Investors
Colorado
$0 -$425K 0 – Closed
899
IECM
Intrinsic Edge Capital Management
Illinois
$0 -$2.65M 0 – Closed
900
Jennison Associates
Jennison Associates
New York
$0 -$1.77M 0 – Closed