← 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	Cresset Asset Management Chicago, Illinois	$74K	-$119K	1	0%	Reduced
677	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$74K	-$8.84K	6	0.02%	Reduced
678	FMP Financial Management Professionals Austin, Texas	$73K	$0	3	0.02%	Maintained
679	Raymond James Trust St. Petersburg, Florida	$73K	-$162K	1	0%	Reduced
680	RM Resource Management Metairie, Louisiana	$73K	$0	1	0.01%	Maintained
681	PCG Private Capital Group West Hartford, Connecticut	$72K	+$5.09K	3	0.02%	Increased
682	Avalon Investment & Advisory Houston, Texas	$71K	-$1.12M	1	0%	Reduced
683	CGL Clarius Group LLC Seattle, Washington	$71K	+$21.6K	1	0.01%	Increased
684	TD Asset Management Toronto, Ontario, Canada	$70K	-$11.7K	1	0%	Reduced
685	UR USCA RIA Houston, Texas	$69K	-$97.6K	1	0.01%	Reduced
686	IFP Advisors Tampa, Florida	$67K	-$184K	4	0.01%	Reduced
687	NFG Next Financial Group Houston, Texas	$67K	-$7.83K	5	0.01%	Reduced
688	CCG Cypress Capital Group Palm Beach, Florida	$65K	$0	1	0.01%	Maintained
689	Valeo Financial Advisors Carmel, Indiana	$65K	-$12.1K	3	0.01%	Reduced
690	SSB Sandy Spring Bank Olney, Maryland	$64K	$0	1	0%	Maintained
691	NB NBT Bank Norwich, New York	$63K	+$66.8K	1	0.01%	New
692	HWA HCR Wealth Advisors Los Angeles, California	$61K	+$64.7K	1	0.01%	New
693	MAM Meeder Asset Management Dublin, Ohio	$61K	-$739K	4	0%	Reduced
694	CCB Cutter & Co Brokerage Ballwin, Missouri	$59K	-$10.8K	1	0.02%	Reduced
695	Lincoln National Corp Radnor, Pennsylvania	$59K	+$12.2K	1	0%	Increased
696	MUFG Americas New York	$59K	$0	1	0%	Maintained
697	SWM SeaCrest Wealth Management Purchase, New York	$59K	-$125K	1	0.01%	Reduced
698	Cetera Investment Advisers Schaumburg, Illinois	$57K	-$10.4K	1	0.01%	Reduced
699	CCA Checchi Capital Advisers Beverly Hills, California	$57K	-$7.53K	1	0.01%	Reduced
700	MTC McDaniel Terry & Co Austin, Texas	$57K	$0	1	0.01%	Maintained