← 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
1176	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$612K	$0	1	0.3%	Maintained
1177	TCG Transcendent Capital Group Edmond, Oklahoma	$612K	-$7.18K	1	0.28%	Reduced
1178	FFG Floyd Financial Group Springfield, Missouri	$610K	+$487K	1	0.41%	New
1179	SGI Summit Global Investments Bountiful, Utah	$609K	-$1.37M	1	0.04%	Reduced
1180	CC Clearline Capital New York	$607K	-$17.5M	1	0.03%	Reduced
1181	DCM Dudley Capital Management Middleburg, Virginia	$605K	-$30.4K	1	0.26%	Reduced
1182	GCM Gables Capital Management Miami, Florida	$604K	+$646K	1	0.26%	New
1183	AIM Arcadia Investment Management Kalamazoo, Michigan	$603K	$0	3	0.1%	Maintained
1184	CAS CTC Alternative Strategies Chicago, Illinois	$600K	-$330K	2	1.12%	Reduced
1185	Americana Partners Houston, Texas	$599K	$0	1	0.02%	Maintained
1186	IC Inscription Capital Houston, Texas	$598K	$0	1	0.06%	Maintained
1187	BMC Beaton Management Company Haverhill, Massachusetts	$597K	$0	1	0.26%	Maintained
1188	IFG Advisory Atlanta, Georgia	$597K	+$495K	1	0.03%	New
1189	GA Greenspring Advisors Towson, Maryland	$595K	+$336K	3	0.04%	Increased
1190	Chicago Capital Chicago, Illinois	$595K	$0	1	0.01%	Maintained
1191	SI Sapience Investments Newport Beach, California	$595K	-$573K	1	2.24%	Reduced
1192	Johnson Investment Counsel Cincinnati, Ohio	$595K	-$4.27K	2	0%	Reduced
1193	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$594K	+$35.2K	7	0.06%	Increased
1194	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$585K	$0	1	0.05%	Maintained
1195	MPWS McCarter Private Wealth Services Boston, Massachusetts	$585K	$0	1	0.26%	Maintained
1196	FFP FourThought Financial Partners Venice, Florida	$584K	+$466K	2	0.05%	New
1197	BCM Bannerstone Capital Management Wayzata, Minnesota	$584K	+$625K	1	0.56%	New
1198	CBA Coastal Bridge Advisors Westport, Connecticut	$576K	+$478K	1	0.04%	New
1199	RSC Red Spruce Capital Berwyn, Pennsylvania	$575K	$0	1	0.23%	Maintained
1200	MA Mutual Advisors Omaha, Nebraska	$572K	+$405K	1	0.01%	Increased