← 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
1126	MAM MMA Asset Management Conshohocken, Pennsylvania	$47	+$51	1	0%	New
1127	MSG Main Street Group Glen Allen, Virginia	$39	$0	1	0%	Maintained
1128	FWA FSC Wealth Advisors Fishkill, New York	$25	$0	1	0%	Maintained
1129	MIM Macroview Investment Management Bethesda, Maryland	$25	-$13.6K	1	0%	Reduced
1130	HRC Hoertkorn Richard Charles	$11	$0	1	0%	Maintained
1131	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$11	$0	1	0%	Maintained
1132	2C 272 Capital Dallas, Texas	$0	-$2.05M	0	–	Closed
1133	6CM 683 Capital Management New York	$0	-$317K	0	–	Closed
1134	AWM Able Wealth Management Toms River, New Jersey	$0	-$1.55K	0	–	Closed
1135	ARC Advisor Resource Council Dallas, Texas	$0	-$824K	0	–	Closed
1136	AR Advisory Research Chicago, Illinois	$0	-$477K	0	–	Closed
1137	AGUR Provident & Training Funds Management Tel Aviv, Israel	$0	-$1.46M	0	–	Closed
1138	A AJOVista Boston, Massachusetts	$0	-$8.54K	0	–	Closed
1139	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$903K	0	–	Closed
1140	AMG National Trust Bank Greenwood Village, Colorado	$0	-$43.3K	0	–	Closed
1141	AIM Anatole Investment Management Central, Hong Kong	$0	-$10.1M	0	–	Closed
1142	AWA Arete Wealth Advisors Chicago, Illinois	$0	-$113K	0	–	Closed
1143	AC Aristides Capital Louisville, Kentucky	$0	-$227K	0	–	Closed
1144	Arkadios Wealth Advisors Atlanta, Georgia	$0	-$46.1K	0	–	Closed
1145	AT Arlington Trust Birmingham, Alabama	$0	-$1.05K	0	–	Closed
1146	Bailard Foster City, California	$0	-$305K	0	–	Closed
1147	Bleakley Financial Group Fairfield, New Jersey	$0	-$118K	0	–	Closed
1148	BAM Blueshift Asset Management Red Bank, New Jersey	$0	-$320K	0	–	Closed
1149	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$537	0	–	Closed
1150	BC Bridgefront Capital Austin, Texas	$0	-$354K	0	–	Closed