← 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
501	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$24K	+$23.3K	1	0.02%	New
502	RIA Regal Investment Advisors Kentwood, Michigan	$24K	-$16K	1	0.01%	Reduced
503	FineMark National Bank & Trust Fort Myers, Florida	$23K	+$16.1K	2	0%	Increased
504	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$22K	$0	1	0.01%	Maintained
505	MUFG Americas New York	$21K	+$3.38K	2	0%	Increased
506	OIA Optimum Investment Advisors Chicago, Illinois	$21K	$0	2	0.01%	Maintained
507	AC Alexandria Capital Arlington, Virginia	$18K	-$2K	1	0.01%	Reduced
508	Evercore Wealth Management New York	$17K	$0	1	0%	Maintained
509	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$17K	+$16K	2	0%	Increased
510	EWM Edge Wealth Management New York	$16K	$0	1	0.01%	Maintained
511	HI Hudock Inc Williamsport, Pennsylvania	$16K	+$5.01K	1	0.01%	Increased
512	GH GAM Holding Zurich, Switzerland	$15K	$0	1	0%	Maintained
513	LIA LS Investment Advisors Bloomfield Hills, Michigan	$15K	$0	1	0%	Maintained
514	CPA Cowen Prime Advisors New York	$14K	+$13.5K	1	0.01%	New
515	QAM QCI Asset Management Pittsford, New York	$14K	+$4.83K	2	0%	Increased
516	Carson Wealth (CWM LLC) Omaha, Nebraska	$13K	-$5K	2	0%	Reduced
517	ClearBridge Investments New York	$13K	$0	1	0%	Maintained
518	FWM Focused Wealth Management Newburgh, New York	$13K	+$3.25K	2	0.01%	Increased
519	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	$0	2	0.01%	Maintained
520	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$11K	+$1.57K	2	0.01%	Increased
521	First Horizon Advisors Memphis, Tennessee	$10K	+$1.93K	1	0%	Increased
522	EWM Elite Wealth Management Kirkland, Washington	$9K	+$752	1	0.01%	Increased
523	CFN Cordasco Financial Network Naples, Florida	$8K	+$7.52K	1	0.01%	New
524	HR Howe & Rusling Rochester, New York	$8K	-$16K	1	0%	Reduced
525	ST Somerset Trust Somerset, Pennsylvania	$8K	+$7.52K	1	0.01%	New