← 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
926	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$4.07M	0	–	Closed
927	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$0	-$13K	0	–	Closed
928	Mirae Asset Global Investments Seoul, South Korea	$0	-$959K	0	–	Closed
929	MML Investors Services Springfield, Massachusetts	$0	-$323K	0	–	Closed
930	Mount Yale Investment Advisors Denver, Colorado	$0	-$133K	0	–	Closed
931	MAM Myriad Asset Management North Point, Hong Kong	$0	-$2.4M	0	–	Closed
932	NA Navellier & Associates Reno, Nevada	$0	-$1.92M	0	–	Closed
933	NCM Nelson Capital Management Menlo Park, California	$0	$0	1	0%	Maintained
934	NM Newtyn Management New York	$0	-$12.7M	0	–	Closed
935	NIP Nicholas Investment Partners Rancho Santa Fe, California	$0	-$4.3M	0	–	Closed
936	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$0	+$34	1	0%	New
937	OMERS Administration Corp Toronto, Ontario, Canada	$0	-$2.36M	0	–	Closed
938	OWA One Wealth Advisors San Francisco, California	$0	-$2K	0	–	Closed
939	OCM Osterweis Capital Management San Francisco, California	$0	-$5.92M	0	–	Closed
940	OMC Overbrook Management Corp New York	$0	-$2.23M	0	–	Closed
941	PG Patten Group Chattanooga, Tennessee	$0	-$3K	0	–	Closed
942	PC Pier Capital Stamford, Connecticut	$0	-$7.8M	0	–	Closed
943	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$0	-$1K	0	–	Closed
944	P Pitcairn Conshohocken, Pennsylvania	$0	-$521K	0	–	Closed
945	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$0	-$36K	0	–	Closed
946	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$0	-$17.1M	0	–	Closed
947	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$4K	0	–	Closed
948	PM Precept Management Dallas, Texas	$0	-$7.69M	0	–	Closed
949	PAM Premier Asset Management Chicago, Illinois	$0	-$5.68M	0	–	Closed
950	PSC Prentiss Smith & Co Brattleboro, Vermont	$0	-$5K	0	–	Closed