← 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
1201
MIM
Macroview Investment Management
Maryland
$0 +$34 1 0% New
1202
Markel Group
Markel Group
Virginia
$0 -$3.18M 0 – Closed
1203
MAM
Marketfield Asset Management
New York
$0 -$210K 0 – Closed
1204
MCP
Maso Capital Partners
Hong Kong
$0 -$6.2M 0 – Closed
1205
MFA
McClarren Financial Advisors
Pennsylvania
$0 +$146 1 0% New
1206
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$0 -$1.82M 0 – Closed
1207
MAG
Millrace Asset Group
Pennsylvania
$0 -$2.34M 0 – Closed
1208
MTCM
Mint Tower Capital Management
Netherlands
$0 -$977K 0 – Closed
1209
MFS
Mirabella Financial Services
United Kingdom
$0 -$2.48M 0 – Closed
1210
NGA
Naples Global Advisors
Florida
$0 -$267K 0 – Closed
1211
NMG
New Millennium Group
Utah
$0 -$4K 0 – Closed
1212
New York Life Investment Management
New York Life Investment Management
New York
$0 -$1.33M 0 – Closed
1213
NAM
Nexpoint Asset Management
Texas
$0 -$8.32M 0 – Closed
1214
NPPM
North Point Portfolio Managers
Ohio
$0 -$229K 0 – Closed
1215
NSB
Norway Savings Bank
Maine
$0 $0 1 0% Maintained
1216
NL
NWAM LLC
Washington
$0 -$253K 0 – Closed
1217
OTL
Oak Thistle LLC
New York
$0 -$234K 0 – Closed
1218
OFS
OneAscent Financial Services
Alabama
$0 -$491K 0 – Closed
1219
OWM
OneAscent Wealth Management
Alabama
$0 -$634K 0 – Closed
1220
Ossiam
Ossiam
France
$0 -$629K 0 – Closed
1221
OCM
Ovata Capital Management
Hong Kong
$0 -$557K 0 – Closed
1222
PP
Paloma Partners
Connecticut
$0 -$159K 0 – Closed
1223
PM
Parametrica Management
Hong Kong
$0 -$132K 0 – Closed
1224
PL
Parthenon LLC
Kentucky
$0 -$283K 0 – Closed
1225
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$0 -$36K 0 – Closed