← 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
576	Central Trust Company Jefferson City, Missouri	$19K	+$15.9K	2	0%	Increased
577	DLHL Donald L. Hagan LLC Sarasota, Florida	$19K	+$19.9K	1	0.02%	New
578	Brookstone Capital Management Wheaton, Illinois	$18K	$0	1	0%	Maintained
579	SignatureFD Atlanta, Georgia	$18K	+$11.9K	2	0%	Increased
580	QAM QCI Asset Management Pittsford, New York	$16K	$0	2	0%	Maintained
581	Wealthfront Palo Alto, California	$16K	+$5.74K	3	0%	Increased
582	KT Kanaly Trust Houston, Texas	$15K	+$840	2	0%	Increased
583	Balentine LLC Atlanta, Georgia	$14K	$0	1	0%	Maintained
584	Benjamin F. Edwards & Company St. Louis, Missouri	$14K	-$4.36K	2	0%	Reduced
585	EWM Edge Wealth Management New York	$14K	$0	1	0.01%	Maintained
586	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$14K	+$95	2	0.01%	Increased
587	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$14K	-$2.88K	4	0%	Reduced
588	WA WFG Advisors Dallas, Texas	$13K	$0	2	0%	Maintained
589	AP Advisors Preferred Rockville, Maryland	$12K	-$98.7K	1	0.01%	Reduced
590	MSI Financial Services Springfield, Massachusetts	$12K	-$160K	4	0%	Reduced
591	NSIM North Star Investment Management Chicago, Illinois	$12K	$0	1	0%	Maintained
592	TWI Thomas White International Chicago, Illinois	$12K	$0	1	0%	Maintained
593	VFA Virtus Fund Advisers Hartford, Connecticut	$11K	+$2.65K	3	0%	Increased
594	HCM Herndon Capital Management Atlanta, Georgia	$10K	$0	1	0%	Maintained
595	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$10K	$0	1	0%	Maintained
596	WA WealthTrust-Arizona Scottsdale, Arizona	$10K	+$3.29K	1	0.01%	Increased
597	GAM Gemmer Asset Management Walnut Creek, California	$9K	+$362	3	0.01%	Increased
598	TCOV Trust Company of Vermont Brattleboro, Vermont	$9K	$0	2	0%	Maintained
599	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$9K	+$1.12K	1	0.01%	Increased
600	FWM Focused Wealth Management Newburgh, New York	$8K	+$61	4	0.01%	Increased