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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
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$135K $0 1 0.01% Maintained
602
IFWM
Institute for Wealth Management
Colorado
$134K +$38.9K 1 0.03% Increased
603
LFA
Legacy Financial Advisors
Kentucky
$131K +$151K 2 0.05% New
604
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$127K +$1.04K 1 0% Increased
605
LPIC
LeJeune Puetz Investment Counsel
Michigan
$126K -$59.8K 1 0.08% Reduced
606
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$123K +$93.5K 2 0.01% Increased
607
Suntrust Banks
Suntrust Banks
Georgia
$122K -$735K 1 0% Reduced
608
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$118K +$9.22K 8 0.01% Increased
609
SWA
Sutton Wealth Advisors
Florida
$117K +$20.2K 5 0.09% Increased
610
CIBC World Market
CIBC World Market
Ontario, Canada
$116K +$6.7K 1 0% Increased
611
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$116K $0 1 0.01% Maintained
612
TCM
Tributary Capital Management
Nebraska
$116K -$413K 1 0.01% Reduced
613
Huntington National Bank
Huntington National Bank
Ohio
$115K +$28.1K 4 0% Increased
614
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$113K +$132K 1 0% New
615
Global Retirement Partners
Global Retirement Partners
California
$111K +$95.6K 4 0.03% Increased
616
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$111K +$99.7K 2 0.05% Increased
617
SGA
Strategic Global Advisors
California
$111K $0 1 0.04% Maintained
618
AIA
AIMZ Investment Advisors
California
$109K +$15.5K 1 0.08% Increased
619
CPA
Court Place Advisors
Maryland
$109K -$32.2K 1 0.05% Reduced
620
CCB
Cutter & Co Brokerage
Missouri
$109K +$1.55K 1 0.04% Increased
621
FCM
Flinton Capital Management
Pennsylvania
$108K +$24K 1 0% Increased
622
Atria Investments
Atria Investments
North Carolina
$106K +$14.6K 1 0.01% Increased
623
Raymond James Trust
Raymond James Trust
Florida
$106K $0 1 0.01% Maintained
624
FCI
Financial Counselors Inc
Kansas
$104K -$4.25K 1 0% Reduced
625
CF
Centaurus Financial
California
$102K +$112K 1 0.03% New