← 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
701	SFP Sweet Financial Partners Fairmont, Minnesota	$344K	$0	1	0.08%	Maintained
702	Sax Wealth Advisors Parsippany, New Jersey	$344K	+$285K	1	0.03%	New
703	BAM Bosun Asset Management Chicago, Illinois	$343K	+$238K	1	0.2%	New
704	SEC Seven Eight Capital New York	$339K	-$2.37M	1	0.04%	Reduced
705	IC Innealta Capital Austin, Texas	$338K	+$75.7K	6	0.11%	Increased
706	Kestra Private Wealth Services Austin, Texas	$338K	-$121K	2	0.01%	Reduced
707	PP Patten & Patten Chattanooga, Tennessee	$337K	+$193K	2	0.02%	Increased
708	Western Wealth Management Golden, Colorado	$334K	$0	1	0.02%	Maintained
709	TL Tradewinds LLC Raleigh, North Carolina	$332K	+$327K	1	0.1%	New
710	Steward Partners Investment Advisory New York	$331K	-$63.3K	7	0%	Reduced
711	VSQM V-Square Quantitative Management Chicago, Illinois	$328K	+$11.4K	1	0.05%	Increased
712	PCM Parsons Capital Management Providence, Rhode Island	$326K	+$271K	1	0.02%	New
713	IFP Advisors Tampa, Florida	$323K	+$20.6K	9	0.01%	Increased
714	PA PSI Advisors Tampa, Florida	$321K	-$4.75K	1	0.1%	Reduced
715	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$320K	+$43K	2	0%	Increased
716	Global Retirement Partners San Rafael, California	$319K	+$118K	7	0.01%	Increased
717	HIG Heritage Investment Group Pompano Beach, Florida	$319K	$0	1	0.07%	Maintained
718	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$319K	-$1.33M	1	0.05%	Reduced
719	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$318K	-$19.6K	1	0%	Reduced
720	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$312K	-$5.65K	1	0.04%	Reduced
721	CAM Carret Asset Management New York	$310K	+$21.6K	1	0.04%	Increased
722	BCA Bay Colony Advisors Concord, Massachusetts	$309K	+$257K	1	0.05%	New
723	First Citizens Bank & Trust Raleigh, North Carolina	$309K	+$256K	1	0.01%	New
724	KB Kimelman & Baird New York	$303K	+$270K	2	0.03%	New
725	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$301K	-$102K	2	0.03%	Reduced