← 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
901	Assenagon Asset Management Senningerberg, Luxembourg	$0	-$2.8M	0	–	Closed
902	AIM Assured Investment Management New York	$0	-$8.54M	0	–	Closed
903	AI Atom Investors Austin, Texas	$0	-$1.1M	0	–	Closed
904	Avantax Advisory Services Dallas, Texas	$0	-$743K	0	–	Closed
905	AC Avestar Capital New York	$0	-$711	1	0%	Reduced
906	BDF Balasa Dinverno & Foltz	$0	-$264K	0	–	Closed
907	BLA Balter Liquid Alternatives Boston, Massachusetts	$0	-$226K	0	–	Closed
908	BHTS Bar Harbor Trust Services Ellsworth, Maine	$0	-$5.8M	0	–	Closed
909	BCM Basso Capital Management Stamford, Connecticut	$0	-$221K	0	–	Closed
910	BCA Bay Colony Advisors Concord, Massachusetts	$0	-$458K	0	–	Closed
911	BWM Baystate Wealth Management Boston, Massachusetts	$0	-$1K	0	–	Closed
912	BCM Beck Capital Management Austin, Texas	$0	-$419K	0	–	Closed
913	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	$0	0	–	Closed
914	Bogart Wealth LLC Mclean, Virginia	$0	$0	0	–	Closed
915	BOK Financial Tulsa, Oklahoma	$0	-$74K	0	–	Closed
916	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$979K	0	–	Closed
917	Brandywine Global Investment Management Philadelphia, Pennsylvania	$0	-$1.84M	0	–	Closed
918	BBNA Bremer Bank National Association St Paul, Minnesota	$0	-$30K	0	–	Closed
919	BRF B. Riley Financial Los Angeles, California	$0	-$336K	0	–	Closed
920	Brown Advisory Baltimore, Maryland	$0	-$277K	0	–	Closed
921	Brown Brothers Harriman & Co New York	$0	-$25K	0	–	Closed
922	BAM Bruderman Asset Management Locust Valley, New York	$0	-$24K	0	–	Closed
923	CHP Cable Hill Partners Portland, Oregon	$0	-$5K	0	–	Closed
924	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$4K	0	–	Closed
925	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$0	-$57K	0	–	Closed