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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
451
Curi RMB Capital
Curi RMB Capital
Illinois
$86K +$62.6K 1 0.01% New
452
Fisher Asset Management
Fisher Asset Management
Washington
$83K -$6.58K 1 0% Reduced
453
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$79K -$4.72K 1 0% Reduced
454
IT
Investors Trust
Texas
$79K -$96.1K 1 0.01% Reduced
455
CA
Corrado Advisors
New Jersey
$77K +$55.9K 1 0.04% New
456
Bessemer Group
Bessemer Group
New Jersey
$74K -$14.2K 3 0% Reduced
457
MBTD
Mechanics Bank - Trust Department
California
$70K $0 1 0.02% Maintained
458
First National Trust
First National Trust
Pennsylvania
$68K -$2.36K 1 0.01% Reduced
459
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$67K +$48.6K 1 0.01% New
460
NCM
Nelson Capital Management
California
$65K -$47.2K 1 0.03% Reduced
461
CAW
Cornerstone Advisors (Washington)
Washington
$64K $0 1 0.11% Maintained
462
WhitTier Trust Company
WhitTier Trust Company
Nevada
$63K $0 2 0.01% Maintained
463
MCM
Mazama Capital Management
Oregon
$62K +$55.7K 1 0.03% New
464
PMFA
Plante Moran Financial Advisors
Michigan
$59K -$943 2 0.04% Reduced
465
MCM
Manchester Capital Management
Vermont
$46K $0 1 0.01% Maintained
466
BlackRock Japan
BlackRock Japan
Japan
$41K +$5.59K 1 0% Increased
467
Synovus Financial
Synovus Financial
Georgia
$41K -$14.2K 1 0% Reduced
468
M&T Bank
M&T Bank
New York
$39K $0 1 0% Maintained
469
PTC
Private Trust Company
Ohio
$39K +$9.89K 3 0.02% Increased
470
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$38.9K $0 1 0.01% Maintained
471
RIA
Regal Investment Advisors
Michigan
$36K $0 2 0.02% Maintained
472
SMA
Simply Money Advisors
Ohio
$36K -$66K 1 0.01% Reduced
473
IRS
Invictus RG (Singapore)
Singapore
$35K -$16.5K 1 0.03% Reduced
474
KBC Group
KBC Group
Belgium
$35K +$23.8K 1 0% Increased
475
KTC
Kistler-Tiffany Companies
Pennsylvania
$30K $0 2 0.02% Maintained