← 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
951	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained
952	QAM QCI Asset Management Pittsford, New York	$0	$0	1	0%	Maintained
953	Qube Research & Technologies (QRT) London, United Kingdom	$0	-$343K	0	–	Closed
954	Rafferty Asset Management New York	$0	-$816K	0	–	Closed
955	RFM Royal Fund Management Lady Lake, Florida	$0	$0	1	0%	Maintained
956	RCG Ruggie Capital Group Tavares, Florida	$0	$0	1	0%	Maintained
957	Sageworth Trust Lancaster, Pennsylvania	$0	+$303	1	0%	New
958	Salem Investment Counselors Winston Salem, North Carolina	$0	-$91K	0	–	Closed
959	SAM Seelaus Asset Management Chatham, New Jersey	$0	-$492K	0	–	Closed
960	Segall Bryant & Hamill Chicago, Illinois	$0	-$373K	0	–	Closed
961	SFM Signet Financial Management Parsippany, New Jersey	$0	-$3K	0	–	Closed
962	SAM Silphium Asset Management London, United Kingdom	$0	-$1.34M	0	–	Closed
963	Silvercrest Asset Management New York	$0	-$39.8M	0	–	Closed
964	SCM Southport Capital Management Chattanooga, Tennessee	$0	-$3K	0	–	Closed
965	Sterling Capital Management Charlotte, North Carolina	$0	-$1.85M	0	–	Closed
966	Stratos Wealth Partners Beachwood, Ohio	$0	-$182K	0	–	Closed
967	SCM Suffolk Capital Management New York	$0	-$604K	0	–	Closed
968	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$13.8M	0	–	Closed
969	Suntrust Banks Atlanta, Georgia	$0	-$282K	0	–	Closed
970	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$0	-$386K	0	–	Closed
971	SPM Symmetry Peak Management Radnor, Pennsylvania	$0	-$2.13M	0	–	Closed
972	SAM Symphony Asset Management San Francisco, California	$0	-$2.28M	0	–	Closed
973	TAM Taylor Asset Management Toronto, Ontario, Canada	$0	-$2.19M	0	–	Closed
974	TWMP Taylor Wealth Management Partners Boston, Massachusetts	$0	$0	1	0%	Maintained
975	TCM TD Capital Management Memphis, Tennessee	$0	$0	1	0%	Maintained