← 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
1151	OR Olympiad Research Stamford, Connecticut	$0	-$1.03M	0	–	Closed
1152	OL Optas LLC Austin, Texas	$0	-$74K	0	–	Closed
1153	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$0	$0	0	–	Closed
1154	PL Parkwood LLC Cleveland, Ohio	$0	-$4.84M	0	–	Closed
1155	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$0	-$1.99M	0	–	Closed
1156	PTC Petrus Trust Company Dallas, Texas	$0	-$356K	0	–	Closed
1157	PFC Phocas Financial Corp Alameda, California	$0	-$2.8M	0	–	Closed
1158	PWA Physician Wealth Advisors Midvale, Utah	$0	-$45K	0	–	Closed
1159	PCM Portolan Capital Management Boston, Massachusetts	$0	-$4.22M	0	–	Closed
1160	PPP Private Portfolio Partners Paramus, New Jersey	$0	-$297K	0	–	Closed
1161	PWM Provident Wealth Management Brentwood, Tennessee	$0	-$36K	0	–	Closed
1162	RA Rational Advisors Huntington, New York	$0	-$14K	0	–	Closed
1163	RIA Realta Investment Advisors Wilmington, Delaware	$0	-$71K	0	–	Closed
1164	RG Retirement Group San Diego, California	$0	-$44	1	0%	Reduced
1165	RIM Rockbridge Investment Management Syracuse, New York	$0	+$39	1	0%	New
1166	Rothschild & Co Asset Management US Stamford, Connecticut	$0	-$1.18M	0	–	Closed
1167	RC Roubaix Capital Denver, Colorado	$0	-$2.43M	0	–	Closed
1168	SHCM Shelter Haven Capital Management Summit, New Jersey	$0	-$28.4M	0	–	Closed
1169	SC Skylands Capital Milwaukee, Wisconsin	$0	-$1.29M	0	–	Closed
1170	SC Slow Capital Greenbrae, California	$0	-$4K	0	–	Closed
1171	SWA SOA Wealth Advisors New York	$0	+$275	2	0%	New
1172	SCM Stanley Capital Management Houston, Texas	$0	-$3.08M	0	–	Closed
1173	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$0	-$2.39M	0	–	Closed
1174	TC Tairen Capital Hong Kong	$0	-$37.4M	0	–	Closed
1175	TC Tatro Capital Lexington, Kentucky	$0	-$241K	0	–	Closed