← 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
676	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$47K	$0	1	0.01%	Maintained
677	EA Evanston Advisors Schaumburg, Illinois	$47K	$0	1	0.01%	Maintained
678	FPFS First Personal Financial Services Charlotte, North Carolina	$47K	-$1.23K	1	0.01%	Reduced
679	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$47K	$0	1	0.05%	Maintained
680	PHS Pekin Hardy Strauss Chicago, Illinois	$47K	$0	1	0.01%	Maintained
681	FCB First Command Bank Fort Worth, Texas	$44K	$0	2	0.02%	Maintained
682	FCFS First Command Financial Services Fort Worth, Texas	$44K	$0	2	0.02%	Maintained
683	Central Trust Company Jefferson City, Missouri	$42K	$0	2	0%	Maintained
684	GAM Gemmer Asset Management Walnut Creek, California	$42K	+$17.2K	4	0.01%	Increased
685	First Horizon Advisors Memphis, Tennessee	$40K	+$1.9K	3	0%	Increased
686	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$39K	$0	5	0.03%	Maintained
687	PHK Point72 Hong Kong Hong Kong	$39K	+$27.1K	4	0.03%	Increased
688	FMP Financial Management Professionals Austin, Texas	$38K	$0	3	0.02%	Maintained
689	PMFA Plante Moran Financial Advisors Southfield, Michigan	$36K	-$5.15K	1	0.02%	Reduced
690	VCM Versant Capital Management Phoenix, Arizona	$36K	+$6.02K	6	0.01%	Increased
691	MUFG Americas New York	$35K	-$7.46K	2	0%	Reduced
692	LJHT Laurie J. Hall Trustee	$34K	-$17.5K	3	0.02%	Reduced
693	RE RBC Europe London, United Kingdom	$33.5K	-$111	4	0%	Reduced
694	MPA Marvin & Palmer Associates Wilmington, Delaware	$33K	-$935K	1	0.03%	Reduced
695	CMO Covenant Multifamily Offices San Antonio, Texas	$31K	+$33.8K	1	0.02%	New
696	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$29K	+$24.7K	6	0.01%	Increased
697	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$29K	-$33.4K	1	0%	Reduced
698	IDBONY Israel Discount Bank of New York New York	$28K	+$362	1	0.02%	Increased
699	WAM Watermark Asset Management San Ramon, California	$28K	-$11.6K	1	0.01%	Reduced
700	LNB Ledyard National Bank	$27K	+$7.78K	2	0%	Increased