← 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	EC EdgeRock Capital Denver, Colorado	$0	+$491	1	0%	New
1152	EFI EHP Funds Inc Toronto, Canada	$0	-$6.1M	0	–	Closed
1153	ECM EMC Capital Management Houston, Texas	$0	-$85K	0	–	Closed
1154	E Ergoteles New York	$0	-$18.3M	0	–	Closed
1155	Eventide Asset Management Boston, Massachusetts	$0	-$1.46M	0	–	Closed
1156	EWM Evermay Wealth Management Arlington, Virginia	$0	$0	0	–	Closed
1157	FBC Fairfield, Bush & Co Darien, Connecticut	$0	-$6K	0	–	Closed
1158	FLC Fifth Lane Capital Austin, Texas	$0	-$33K	0	–	Closed
1159	FBT First Bank & Trust Brookings, South Dakota	$0	$0	0	–	Closed
1160	First Citizens Bank & Trust Raleigh, North Carolina	$0	-$240K	0	–	Closed
1161	FPF First Pacific Financial Vancouver, Washington	$0	-$339K	0	–	Closed
1162	FTCM First Trust Capital Management Chicago, Illinois	$0	-$891K	0	–	Closed
1163	FOA Five Oceans Advisors Santa Monica, California	$0	-$116K	0	–	Closed
1164	FIA FNY Investment Advisers New York	$0	-$440K	0	–	Closed
1165	FAG Fortitude Advisory Group Gig Harbor, Washington	$0	-$53K	0	–	Closed
1166	FRM Fox Run Management Greenwich, Connecticut	$0	-$515K	0	–	Closed
1167	Fred Alger Management New York	$0	-$38.5M	0	–	Closed
1168	Freestone Capital Holdings Seattle, Washington	$0	-$72K	0	–	Closed
1169	FWA FSC Wealth Advisors Fishkill, New York	$0	$0	1	0%	Maintained
1170	FFC Fure Financial Corporation Bloomington, Minnesota	$0	$0	0	–	Closed
1171	GA Gateway Advisory Westfield, New Jersey	$0	-$46K	0	–	Closed
1172	GWSG GPS Wealth Strategies Group Centennial, Colorado	$0	$0	1	0%	Maintained
1173	GIP Granite Investment Partners El Segundo, California	$0	-$11.4M	0	–	Closed
1174	GPCM Granite Point Capital Management Boston, Massachusetts	$0	-$255K	0	–	Closed
1175	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$0	-$1.57M	0	–	Closed