← 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
1101
Prudential plc
Prudential plc
United Kingdom
$0 -$440K 0 – Closed
1102
Putnam Investments
Putnam Investments
Massachusetts
$0 -$2.43M 0 – Closed
1103
QI
Qtron Investments
Massachusetts
$0 -$327K 0 – Closed
1104
QSS
Quantitative Systematic Strategies
Florida
$0 -$1.55M 0 – Closed
1105
RCYC
Richard C. Young & Co
Rhode Island
$0 -$271K 0 – Closed
1106
RWB
RMR Wealth Builders
New Jersey
$0 -$28K 0 – Closed
1107
SCM
Segantii Capital Management
Hong Kong
$0 -$212K 0 – Closed
1108
SM
SG3 Management
Puerto Rico
$0 -$2.85M 0 – Closed
1109
SC
Shellback Capital
Massachusetts
$0 -$10.9M 0 – Closed
1110
Silvercrest Asset Management
Silvercrest Asset Management
New York
$0 -$269K 0 – Closed
1111
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$0 -$215K 0 – Closed
1112
SRAM
Spouting Rock Asset Management
Pennsylvania
$0 -$1.12M 0 – Closed
1113
SCA
Stonebridge Capital Advisors
Minnesota
$0 -$9K 0 – Closed
1114
SRAM
Stone Ridge Asset Management
New York
$0 -$1.05M 0 – Closed
1115
SWA
Stratos Wealth Advisors
Ohio
$0 -$407K 0 – Closed
1116
THWM
Taylor Hoffman Wealth Management
Virginia
$0 -$3K 0 – Closed
1117
TD Asset Management
TD Asset Management
Ontario, Canada
$0 -$102K 0 – Closed
1118
TAM
Telemark Asset Management
Massachusetts
$0 -$3.54M 0 – Closed
1119
Tidal Investments
Tidal Investments
Wisconsin
$0 -$212K 0 – Closed
1120
TM
Tiger Management
New York
$0 -$529K 0 – Closed
1121
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$0 -$34K 0 – Closed
1122
TW
TrinityPoint Wealth
Connecticut
$0 -$1.65M 0 – Closed
1123
TI
tru Independence
Oregon
$0 -$25K 0 – Closed
1124
TC
Trust Company
Kansas
$0 -$1K 0 – Closed
1125
TC
Truvestments Capital
Florida
$0 -$171K 0 – Closed