← 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
1001	CFM Compass Financial Management Tampa, Florida	$3.95M	+$3.91M	5	0.48%	New
1002	DF DNCA Finance Paris, France	$3.94M	+$3.54M	1	0.19%	New
1003	FCM Firsthand Capital Management San Jose, California	$3.94M	$0	1	6.31%	Maintained
1004	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$3.94M	+$3.53M	2	0.2%	Increased
1005	IQI Integrated Quantitative Investments Bellevue, Washington	$3.94M	+$1.75M	4	0.65%	Increased
1006	Waverly Advisors Birmingham, Alabama	$3.93M	+$1.1M	6	0.02%	Increased
1007	EP Wealth Advisors Torrance, California	$3.92M	-$778K	4	0.02%	Reduced
1008	Maverick Capital Dallas, Texas	$3.89M	-$3.41M	5	0.03%	Reduced
1009	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$3.89M	+$958K	2	2.7%	Increased
1010	HH Hilltop Holdings Dallas, Texas	$3.88M	+$356K	5	0.3%	Increased
1011	HA Huntleigh Advisors St. Louis, Missouri	$3.88M	+$874K	4	0.54%	Increased
1012	JSAM J. Safra Asset Management New York	$3.87M	+$2.56M	4	0.18%	Increased
1013	FRA Frank Rimerman Advisors Palo Alto, California	$3.83M	+$652K	6	0.22%	Increased
1014	CFO Cambient Family Office Ada, Michigan	$3.82M	+$2.87M	2	0.47%	Increased
1015	WWA WCG Wealth Advisors Las Vegas, Nevada	$3.82M	-$44.9K	1	0.09%	Reduced
1016	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$3.82M	-$1.09M	1	0.72%	Reduced
1017	Wedbush Securities Los Angeles, California	$3.81M	+$2.39M	7	0.1%	Increased
1018	PIM Plato Investment Management Sydney, NSW, Australia	$3.8M	-$153K	3	0.22%	Reduced
1019	SCP Sender Company & Partners New York	$3.75M	+$2.71M	3	1.09%	Increased
1020	OE October Effect Virginia Beach, Virginia	$3.73M	+$4.09M	1	3.51%	New
1021	IAS Insigneo Advisory Services Miami, Florida	$3.72M	+$2M	5	0.14%	Increased
1022	MS Madden Securities Dallas, Texas	$3.72M	+$1.95M	1	1.03%	Increased
1023	NL NKCFO LLC Geneva, Illinois	$3.71M	+$2.83M	2	1.12%	Increased
1024	RIL Rothschild Investment LLC Chicago, Illinois	$3.71M	+$2.06M	9	0.14%	Increased
1025	FDP Financiere des Professionnels Montreal, Quebec, Canada	$3.7M	-$172K	2	0.21%	Reduced