← 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
651	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$4K	+$535	2	0%	Increased
652	1832 Asset Management Toronto, Ontario, Canada	$3K	+$3.33K	2	0%	New
653	Citizens Financial Group Providence, Rhode Island	$3K	+$3.83K	2	0%	New
654	ClearBridge Investments New York	$3K	$0	1	0%	Maintained
655	EDRE Edmond de Rothschild (Europe) Luxembourg	$3K	$0	1	0%	Maintained
656	CA CapWealth Advisors Franklin, Tennessee	$2K	+$2.53K	1	0%	New
657	DOA D'Orazio & Associates Falls Church, Virginia	$2K	$0	3	0%	Maintained
658	Gradient Investments Arden Hills, Minnesota	$2K	+$1.8K	1	0%	New
659	H Hexavest Montreal, Quebec, Canada	$2K	$0	1	0%	Maintained
660	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$2K	+$713	1	0%	Increased
661	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2K	$0	1	0%	Maintained
662	Klingman & Associates New York	$2K	$0	1	0%	Maintained
663	MCA Mercer Capital Advisers Little Silver, New Jersey	$2K	$0	1	0%	Maintained
664	PSC Prentiss Smith & Co Brattleboro, Vermont	$2K	+$1.42K	1	0%	New
665	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$2K	+$2.39K	1	1.34%	New
666	WC Whitnell & Co Oak Brook, Illinois	$2K	$0	1	0%	Maintained
667	Allworth Financial Folsom, California	$1K	-$1K	1	0%	Reduced
668	CHP Cable Hill Partners Portland, Oregon	$1K	$0	1	0%	Maintained
669	FPB First PREMIER Bank Sioux Falls, South Dakota	$1K	+$571	1	0%	New
670	HMS Hanseatic Management Services Albuquerque, New Mexico	$1K	-$1.51M	1	0%	Reduced
671	HI Hudock Inc Williamsport, Pennsylvania	$1K	$0	1	0%	Maintained
672	KLWA Kelly Lawrence W & Associates Pasadens, California	$1K	$0	1	0%	Maintained
673	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1K	+$856	2	0%	New
674	NHFG New Harbor Financial Group Worcester, Massachusetts	$1K	+$1.33K	1	0%	New
675	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$1K	-$2.29K	1	0%	Reduced