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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
626
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$410K -$35K 7 0% Reduced
627
Belvedere Trading
Belvedere Trading
Illinois
$410K -$190K 1 0% Reduced
628
PA
PSI Advisors
Florida
$405K +$22.6K 2 0.22% Increased
629
Vontobel Holding
Vontobel Holding
Switzerland
$404K +$400K 1 0% New
630
PP
Patten & Patten
Tennessee
$400K -$97K 1 0.04% Reduced
631
Brookstone Capital Management
Brookstone Capital Management
Illinois
$399K +$46.4K 1 0.01% Increased
632
SFP
Sweet Financial Partners
Minnesota
$394K +$154K 2 0.12% Increased
633
EHAM
Eagle Harbor Asset Management
Washington
$391K +$340K 2 0.57% Increased
634
Parallel Advisors
Parallel Advisors
California
$389K -$78.1K 7 0.02% Reduced
635
ING Group
ING Group
Netherlands
$387K +$344K 1 0% New
636
HEIP
Hudson Edge Investment Partners
New Jersey
$384K -$414K 1 0.13% Reduced
637
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$377K -$937K 2 0% Reduced
638
AAM
Aureus Asset Management
Massachusetts
$377K $0 1 0.03% Maintained
639
HWM
Hohimer Wealth Management
Washington
$376K -$543K 2 0.12% Reduced
640
SBL
Sargent Bickham Lagudis
Colorado
$371K -$93.5K 5 0.03% Reduced
641
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$370K -$315K 2 0.01% Reduced
642
Level Four Advisory Services
Level Four Advisory Services
Texas
$369K +$358K 2 0.03% Increased
643
FRM
Fox Run Management
Connecticut
$368K +$399K 2 0.15% New
644
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$368K -$87.3K 6 0% Reduced
645
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$364K -$20.8K 1 0.01% Reduced
646
BHB
Bank Hapoalim BM
Israel
$363K $0 1 0.05% Maintained
647
BAM
Blueshift Asset Management
New Jersey
$361K +$425K 1 0.17% New
648
Lido Advisors
Lido Advisors
California
$354K -$4.26M 1 0% Reduced
649
AR
Advisory Research
Illinois
$349K -$1.05M 1 0.03% Reduced
650
WCA
Westover Capital Advisors
Delaware
$349K $0 1 0.14% Maintained