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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
601
ClearBridge Investments
ClearBridge Investments
New York
$3K $0 1 0% Maintained
602
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$3K +$2.92K 1 0% New
603
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$3K -$3.64K 1 0% Reduced
604
KTC
Kistler-Tiffany Companies
Pennsylvania
$3K $0 1 0% Maintained
605
PSI
Pinnacle Summer Investments
Virginia
$3K -$1.48K 2 0% Reduced
606
UMA
USA Mutuals Advisors
Texas
$3K +$2.41K 1 0% New
607
CA
CapWealth Advisors
Tennessee
$2K +$2.19K 1 0% New
608
H
Hexavest
Quebec, Canada
$2K $0 1 0% Maintained
609
Klingman & Associates
Klingman & Associates
New York
$2K $0 1 0% Maintained
610
MCA
Mercer Capital Advisers
New Jersey
$2K $0 1 0% Maintained
611
MUFG Americas
MUFG Americas
New York
$2K -$2.75K 1 0% Reduced
612
PIA
Peachtree Investment Advisors
Georgia
$2K $0 1 0% Maintained
613
SEC
Seven Eight Capital
New York
$2K -$436K 1 0% Reduced
614
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1K $0 1 0% Maintained
615
Allworth Financial
Allworth Financial
California
$1K $0 1 0% Maintained
616
AWA
AmeriServ Wealth Advisors
Pennsylvania
$1K +$915 1 0% New
617
HI
Hudock Inc
Pennsylvania
$1K +$911 1 0% Increased
618
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K $0 1 0% Maintained
619
KLWA
Kelly Lawrence W & Associates
California
$1K $0 1 0% Maintained
620
PFSC
Peoples Financial Services Corp
Pennsylvania
$1K $0 1 0% Maintained
621
VIA
Vantage Investment Advisors
Pennsylvania
$1K -$70.3K 2 0% Reduced
622
AHL Partners
AHL Partners
United Kingdom
$0 -$3.2M 0 – Closed
623
AWS
Aris Wealth Services
Pennsylvania
$0 -$1K 0 – Closed
624
AIM
Assured Investment Management
New York
$0 -$176K 0 – Closed
625
Avior Wealth Management
Avior Wealth Management
Nebraska
$0 $0 1 0% Maintained