← 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
1426	N Numerai San Francisco, California	$1.2M	-$1.26M	3	0.1%	Reduced
1427	CFM Capricorn Fund Managers London, United Kingdom	$1.2M	+$1.05M	2	0.09%	New
1428	HCM HMS Capital Management Nashville, Tennessee	$1.2M	-$10.6K	1	0.45%	Reduced
1429	CFP Catalyst Financial Partners Boston, Massachusetts	$1.19M	+$67.6K	3	0.12%	Increased
1430	P8IP Pier 88 Investment Partners San Francisco, California	$1.19M	-$897K	3	0.28%	Reduced
1431	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$1.18M	$0	1	0.04%	Maintained
1432	LWM Lyell Wealth Management Menlo Park, California	$1.18M	$0	1	0.07%	Maintained
1433	LTI Laffer Tengler Investments Nashville, Tennessee	$1.18M	-$112K	1	0.15%	Reduced
1434	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$1.18M	+$171K	4	0.09%	Increased
1435	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.18M	$0	1	0.49%	Maintained
1436	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$1.18M	-$57K	5	0.43%	Reduced
1437	NC Nokomis Capital Dallas, Texas	$1.17M	-$4.04M	1	0.4%	Reduced
1438	IHT Wealth Management Chicago, Illinois	$1.17M	+$357K	4	0.02%	Increased
1439	PUI Purpose Unlimited Inc Toronto,	$1.17M	+$88.8K	3	0.04%	Increased
1440	NW Naviter Wealth Little Rock, Arkansas	$1.16M	-$98.4K	1	0.11%	Reduced
1441	Mather Group Chicago, Illinois	$1.15M	-$19K	6	0.01%	Reduced
1442	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1.15M	+$223K	9	0.08%	Increased
1443	PD Planning Directions Glen Mills, Pennsylvania	$1.14M	$0	1	0.53%	Maintained
1444	QL Quarry LP New York	$1.14M	+$326K	7	0.1%	Increased
1445	Factory Mutual Insurance Waltham, Massachusetts	$1.14M	+$1.1M	1	0.01%	New
1446	RFP Root Financial Partners Encinitas, California	$1.14M	+$472K	3	0.04%	Increased
1447	FIB First Interstate Bank Billings, Montana	$1.12M	-$64.4K	2	0.06%	Reduced
1448	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$1.12M	-$463K	3	3.42%	Reduced
1449	QC Quent Capital New York	$1.11M	+$92.4K	7	0.07%	Increased
1450	SGI Summit Global Investments Bountiful, Utah	$1.11M	-$16.4K	1	0.06%	Reduced