← 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
2101
MSG
Main Street Group
Virginia
$88 +$81 1 0% New
2102
MAS
MPWM Advisory Solutions
Georgia
$32 $0 1 0% Maintained
2103
BW
Basepoint Wealth
Iowa
$16 $0 1 0% Maintained
2104
MBFW
Morton Brown Family Wealth
Pennsylvania
$16 +$15 1 0% New
2105
APG
Abacus Planning Group
South Carolina
$0 -$88.6K 0 – Closed
2106
AA
ABC Arbitrage
France
$0 -$253K 0 – Closed
2107
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0 -$9.71M 0 – Closed
2108
AWAU
Alliance Wealth Advisors (Utah)
Utah
$0 -$371K 0 – Closed
2109
A
AlphaQuest
New York
$0 -$3.11M 0 – Closed
2110
AC
Amitell Capital
Singapore
$0 -$5.23M 0 – Closed
2111
Aquatic Capital Management
Aquatic Capital Management
Illinois
$0 -$20.1M 0 – Closed
2112
ACGA
Atlanta Consulting Group Advisors
Georgia
$0 -$685K 0 – Closed
2113
Axxcess Wealth Management
Axxcess Wealth Management
California
$0 -$3.67M 0 – Closed
2114
Bain Capital Investors
Bain Capital Investors
Massachusetts
$0 -$1.8B 0 – Closed
2115
Banque Transatlantique
Banque Transatlantique
France
$0 -$692K 0 – Closed
2116
BG
BDF Gestion
France
$0 -$2.79M 0 – Closed
2117
BC
BDFS Capital
Delaware
$0 -$1.58M 0 – Closed
2118
BHWM
Beaird Harris Wealth Management
Texas
$0 -$34.3K 0 – Closed
2119
BL
Bleichroeder LP
New York
$0 -$538K 0 – Closed
2120
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$3.28M 0 – Closed
2121
BGM
Burkehill Global Management
New York
$0 -$18.5M 0 – Closed
2122
BL
BWCP LP
Texas
$0 -$17.5M 0 – Closed
2123
CIA
Cape Investment Advisory
Georgia
$0 -$8.96K 0 – Closed
2124
CA
Capital Advantage
California
$0 -$432K 0 – Closed
2125
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$0 -$49.5M 0 – Closed