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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
651
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$348K -$1.88M 1 0.01% Reduced
652
Balentine LLC
Balentine LLC
Georgia
$345K -$475K 1 0.01% Reduced
653
WCFA
Walkner Condon Financial Advisors
Wisconsin
$343K +$146K 1 0.09% Increased
654
Advisor Partners II
Advisor Partners II
California
$340K -$67.7K 2 0.02% Reduced
655
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$340K $0 1 0.01% Maintained
656
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$340K +$68.3K 1 0.3% Increased
657
PA
PSI Advisors
Florida
$338K $0 2 0.15% Maintained
658
FFL
Future Fund LLC
Illinois
$335K +$119K 1 3.19% Increased
659
GWP
Gateway Wealth Partners
Wisconsin
$331K +$203K 2 0.06% Increased
660
KC
Knuff & Co
California
$327K -$78.4K 1 0.12% Reduced
661
SOW
State of Wyoming
Wyoming
$327K +$109K 3 0.1% Increased
662
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$319K +$292K 2 0% New
663
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$318K +$6.41K 8 0% Increased
664
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$314K -$7.84K 1 0% Reduced
665
Asset Management One
Asset Management One
Japan
$308K -$37.8K 2 0% Reduced
666
TD Private Client Wealth
TD Private Client Wealth
New York
$304K -$35.9K 4 0.01% Reduced
667
Grimes & Company
Grimes & Company
Massachusetts
$300K -$204K 1 0.01% Reduced
668
EHAM
Eagle Harbor Asset Management
Washington
$300K -$164K 1 0.39% Reduced
669
NFSG
Newbridge Financial Services Group
Florida
$295K -$9.26K 4 0.14% Reduced
670
AssetMark Inc
AssetMark Inc
California
$293K +$54.3K 4 0% Increased
671
IAS
Insigneo Advisory Services
Florida
$289K +$25.7K 1 0.06% Increased
672
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$288K $0 1 0.06% Maintained
673
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$286K +$120K 1 0.01% Increased
674
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$283K +$280K 3 0% Increased
675
Bartlett & Co
Bartlett & Co
Ohio
$283K +$280K 3 0% Increased