← 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
626	ZB Zions Bancorporation Salt Lake City, Utah	$16K	-$5.83K	2	0%	Reduced
627	Farmers & Merchants Investments Inc Lincoln, Nebraska	$15K	+$568	3	0%	Increased
628	GAM Gemmer Asset Management Walnut Creek, California	$15K	-$394	4	0.01%	Reduced
629	IPC Independent Portfolio Consultants Boca Raton, Florida	$15K	+$6.41K	2	0%	Increased
630	TCI Wealth Advisors Tucson, Arizona	$15K	-$5.35K	6	0.01%	Reduced
631	Advent Capital Management New York	$14K	+$13.6K	1	0%	New
632	WEC Winslow Evans & Crocker Boston, Massachusetts	$13.8K	-$31.3K	1	0%	Reduced
633	Balentine LLC Atlanta, Georgia	$13K	$0	1	0%	Maintained
634	ClearBridge Investments New York	$12K	$0	1	0%	Maintained
635	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$12K	$0	2	0%	Maintained
636	WA WealthTrust-Arizona Scottsdale, Arizona	$12K	+$2.83K	1	0.01%	Increased
637	AIM Arcadia Investment Management Kalamazoo, Michigan	$11K	+$12.6K	1	0%	New
638	EWM Edge Wealth Management New York	$11K	$0	1	0%	Maintained
639	SIG Stanford Investment Group Mountain View, California	$10K	$0	1	0.01%	Maintained
640	TCOV Trust Company of Vermont Brattleboro, Vermont	$10K	$0	2	0%	Maintained
641	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$10K	-$652	1	0.02%	Reduced
642	FWM Focused Wealth Management Newburgh, New York	$9K	-$2.04K	4	0%	Reduced
643	HR Howe & Rusling Rochester, New York	$9K	$0	2	0%	Maintained
644	LJHT Laurie J. Hall Trustee	$9K	+$4.71K	1	0.01%	Increased
645	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$9K	$0	1	0%	Maintained
646	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$8K	$0	1	0%	Maintained
647	SCM Southport Capital Management Chattanooga, Tennessee	$8K	+$8.2K	1	0%	New
648	TWI Thomas White International Chicago, Illinois	$8K	-$2.63K	1	0%	Reduced
649	CHP Cable Hill Partners Portland, Oregon	$7K	+$6.21K	2	0.01%	Increased
650	KT Kanaly Trust Houston, Texas	$7K	-$11.1K	1	0%	Reduced