← 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
1876
JWM
JPL Wealth Management
Colorado
$0 -$1.9K 0 – Closed
1877
KFP
Keener Financial Planning
Texas
$0 $0 0 – Closed
1878
KFA
Kelleher Financial Advisors
New York
$0 -$7.21K 0 – Closed
1879
LI
LHM Inc
Utah
$0 -$4.73M 0 – Closed
1880
LCM
Logan Capital Management
Pennsylvania
$0 -$380 0 – Closed
1881
Lone Pine Capital
Lone Pine Capital
Connecticut
$0 -$292M 0 – Closed
1882
LC
Luminist Capital
Michigan
$0 -$1.03K 0 – Closed
1883
Madison Asset Management
Madison Asset Management
Wisconsin
$0 -$4.26M 0 – Closed
1884
MSG
Main Street Group
Virginia
$0 -$53 0 – Closed
1885
MCM
Massar Capital Management
Connecticut
$0 -$259K 0 – Closed
1886
Mather Group
Mather Group
Illinois
$0 -$64.8K 0 – Closed
1887
MAM
MMA Asset Management
Pennsylvania
$0 -$163 0 – Closed
1888
MPAM
Murphy Pohlad Asset Management
Minnesota
$0 -$1.37M 0 – Closed
1889
MA
MYDA Advisors
New York
$0 -$539K 0 – Closed
1890
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$0 -$841K 0 – Closed
1891
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$0 -$35M 0 – Closed
1892
NICM
Neo Ivy Capital Management
New York
$0 -$1M 0 – Closed
1893
NAM
NewGen Asset Management
Ontario, Canada
$0 -$122K 0 – Closed
1894
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$0 -$5.43M 0 – Closed
1895
NFG
Norris Financial Group
South Carolina
$0 -$272K 0 – Closed
1896
NC
North Capital
Utah
$0 -$34 0 – Closed
1897
NorthRock Partners
NorthRock Partners
Minnesota
$0 -$418K 0 – Closed
1898
OC
Oakworth Capital
Alabama
$0 -$126K 0 – Closed
1899
OCM
Once Capital Management
New York
$0 -$87.4K 0 – Closed
1900
One Capital Management
One Capital Management
California
$0 -$3.17M 0 – Closed