← 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
726	Central Trust Company Jefferson City, Missouri	$22K	-$26.8K	2	0%	Reduced
727	MCM McKinley Capital Management Anchorage, Alaska	$22K	+$20.4K	1	0%	New
728	Whittier Trust South Pasadena, California	$22K	$0	3	0%	Maintained
729	TCI Wealth Advisors Tucson, Arizona	$21K	-$182	6	0.01%	Reduced
730	AIL AGF Investments LLC Toronto, Ontario, Canada	$20K	+$673	2	0%	Increased
731	FWM Focused Wealth Management Newburgh, New York	$20K	+$48	3	0.01%	Increased
732	FMA FNY Managed Accounts New York	$19K	+$7.88K	1	0.19%	Increased
733	YWP YorkBridge Wealth Partners New York	$19K	$0	1	0.01%	Maintained
734	ADL Asset Dedication LLC San Francisco, California	$18K	$0	1	0.01%	Maintained
735	CCM Cribstone Capital Management Augusta, Maine	$18K	$0	2	0.01%	Maintained
736	Evercore Wealth Management New York	$18K	$0	1	0%	Maintained
737	JCM Jacobi Capital Management Pittston, Pennsylvania	$17K	-$1.56K	1	0.01%	Reduced
738	ECM Estabrook Capital Management New York	$15.4K	$0	1	0%	Maintained
739	TCOV Trust Company of Vermont Brattleboro, Vermont	$15K	+$5.87K	2	0%	Increased
740	VNA Valley National Advisers Bethlehem, Pennsylvania	$15K	$0	2	0.01%	Maintained
741	WEC Winslow Evans & Crocker Boston, Massachusetts	$15K	-$6	1	0%	Reduced
742	AIM Advantage Investment Management Cedar Rapids, Iowa	$14K	+$900	2	0%	Increased
743	MWM Mascoma Wealth Management Hanover, New Hampshire	$14K	$0	1	0.01%	Maintained
744	WA WealthTrust-Arizona Scottsdale, Arizona	$14K	$0	1	0.01%	Maintained
745	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$14K	-$815	1	0.02%	Reduced
746	AIM Arcadia Investment Management Kalamazoo, Michigan	$13K	$0	1	0%	Maintained
747	ClearBridge Investments New York	$13K	$0	1	0%	Maintained
748	PG Patten Group Chattanooga, Tennessee	$12K	$0	1	0%	Maintained
749	PHK Point72 Hong Kong Hong Kong	$12K	-$52.3K	3	0.01%	Reduced
750	Chicago Partners Investment Group Chicago, Illinois	$11K	+$10K	1	0%	New