← 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
1251	LA Latitude Advisors Vero Beach, Florida	$0	-$66K	0	–	Closed
1252	LB Legacy Bridge West Des Moines, Iowa	$0	$0	1	0%	Maintained
1253	LG Leuthold Group Minneapolis, Minnesota	$0	-$665K	0	–	Closed
1254	LA Lindenwold Advisors Reading, Pennsylvania	$0	-$221K	0	–	Closed
1255	LCG Lisanti Capital Growth New York	$0	-$18.8M	0	–	Closed
1256	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$1K	0	–	Closed
1257	Maverick Capital Dallas, Texas	$0	-$1.01M	0	–	Closed
1258	MWC MBM Wealth Consultants Chesterfield, Missouri	$0	$0	0	–	Closed
1259	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	0	–	Closed
1260	MSAM Moloney Securities Asset Management Manchester, Missouri	$0	-$1.05M	0	–	Closed
1261	M Murchinson Toronto, Ontario, Canada	$0	-$3.63M	0	–	Closed
1262	NSB Norway Savings Bank Portland, Maine	$0	$0	1	0%	Maintained
1263	OWA Octavia Wealth Advisors Cincinnati, Ohio	$0	-$82K	0	–	Closed
1264	ODG O'Dell Group Cincinnati, Ohio	$0	$0	1	0%	Maintained
1265	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$0	-$616K	0	–	Closed
1266	Parallax Volatility Advisers San Francisco, California	$0	-$171K	0	–	Closed
1267	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$0	-$200K	0	–	Closed
1268	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$0	+$75	1	0%	New
1269	PPWM PFG Private Wealth Management Lutz, Florida	$0	$0	1	0%	Maintained
1270	Phoenix Financial Givatayim, Israel	$0	-$601K	0	–	Closed
1271	Picton Mahoney Asset Management Toronto, Ontario, Canada	$0	-$261K	0	–	Closed
1272	PO Private Ocean San Rafael, California	$0	$0	1	0%	Maintained
1273	PFMU Privium Fund Management (UK) London, United Kingdom	$0	-$676K	0	–	Closed
1274	PG Proffitt & Goodson Knoxville, Tennessee	$0	$0	1	0%	Maintained
1275	QT Quantamental Technologies White Plains, New York	$0	-$394K	0	–	Closed