← 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
1601
JSAM
J. Safra Asset Management
New York
$0 -$42.1K 0 – Closed
1602
KPF
K2 Principal Fund
Ontario, Canada
$0 -$1.06M 0 – Closed
1603
KCM
Kathmere Capital Management
Pennsylvania
$0 -$61.5K 0 – Closed
1604
KFP
Keener Financial Planning
Texas
$0 $0 1 0% Maintained
1605
KA
Kercheville Advisors
Texas
$0 -$1.49M 0 – Closed
1606
KWM
Kiker Wealth Management
Georgia
$0 -$407 0 – Closed
1607
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$0 -$304K 0 – Closed
1608
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$926K 0 – Closed
1609
Laurion Capital Management
Laurion Capital Management
New York
$0 -$52.1K 0 – Closed
1610
LG
Leuthold Group
Minnesota
$0 -$5.43M 0 – Closed
1611
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$0 -$241K 0 – Closed
1612
LOAMU
Lombard Odier Asset Management (USA)
New York
$0 -$1.8M 0 – Closed
1613
M1FG
Mach-1 Financial Group
Arkansas
$0 -$1.08M 0 – Closed
1614
MWM
Mascoma Wealth Management
New Hampshire
$0 -$207 0 – Closed
1615
Maverick Capital
Maverick Capital
Texas
$0 -$858K 0 – Closed
1616
MHC
May Hill Capital
Massachusetts
$0 -$62.1K 0 – Closed
1617
MAWAG
Mid-American Wealth Advisory Group
Missouri
$0 -$981 0 – Closed
1618
Modern Wealth Management
Modern Wealth Management
Kansas
$0 -$346K 0 – Closed
1619
MWM
MorganRosel Wealth Management
Colorado
$0 -$1.04K 0 – Closed
1620
MAM
Morse Asset Management
Connecticut
$0 -$92.6K 0 – Closed
1621
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$0 -$860K 0 – Closed
1622
NRD
Nebula Research & Development
New York
$0 -$1.2M 0 – Closed
1623
NC
NewSquare Capital
Pennsylvania
$0 -$45.4K 0 – Closed
1624
Norges Bank
Norges Bank
Norway
$0 -$412M 0 – Closed
1625
NM
NWI Management
New York
$0 -$40.1M 0 – Closed