← 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
BL
Bleichroeder LP
New York
$37.4K $0 1 0.01% Maintained
902
AWM
Atticus Wealth Management
Florida
$36.2K -$4.91K 2 0.01% Reduced
903
BCV
Banque Cantonale Vaudoise
Switzerland
$36K $0 3 0% Maintained
904
CFG
CKW Financial Group
Hawaii
$36K $0 1 0.01% Maintained
905
GCM
Gladius Capital Management
Illinois
$35.8K +$33.7K 1 0% New
906
Gradient Investments
Gradient Investments
Minnesota
$34.1K $0 3 0% Maintained
907
CSB
City State Bank
Iowa
$34K $0 1 0.02% Maintained
908
TF
TimeScale Financial
Massachusetts
$33.6K $0 2 0.01% Maintained
909
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$33.5K -$2.6K 2 0% Reduced
910
PMFA
Plante Moran Financial Advisors
Michigan
$33.3K +$571 2 0% Increased
911
RFG
RFP Financial Group
Georgia
$33.2K $0 4 0.01% Maintained
912
RTC
Riverview Trust Company
Washington
$32.2K $0 1 0.03% Maintained
913
NRG
Nemes Rush Group
Michigan
$32.1K +$33.1K 3 0.01% New
914
FCMT
Founders Capital Management (Texas)
Texas
$30.6K $0 1 0.02% Maintained
915
Harbour Investments
Harbour Investments
Wisconsin
$29.7K +$145 4 0% Increased
916
VCM
Versant Capital Management
Arizona
$28.8K +$8.44K 6 0.01% Increased
917
VFA
Virtus Fund Advisers
Connecticut
$28.5K -$66.3K 1 0.2% Reduced
918
ICM
Islay Capital Management
Texas
$27.8K $0 1 0.02% Maintained
919
WhitTier Trust Company
WhitTier Trust Company
Nevada
$26.6K $0 2 0% Maintained
920
ODG
O'Dell Group
Ohio
$25.8K +$26.3K 2 0.01% New
921
PAM
Pinpoint Asset Management
Hong Kong
$25.7K +$18.7M 1 0.01% New
922
GA
GoalVest Advisory
New York
$25.6K -$17.6K 1 0.01% Reduced
923
PineBridge Investments
PineBridge Investments
New York
$25.4K $0 1 0% Maintained
924
AWM
AllSquare Wealth Management
New York
$24.7K $0 1 0.02% Maintained
925
C
Certuity
Florida
$24.7K $0 1 0% Maintained