← 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	GTAM Global Trust Asset Management West Palm Beach, Florida	$7K	$0	2	0.01%	Maintained
727	CHP Cable Hill Partners Portland, Oregon	$6K	-$6.13K	2	0%	Reduced
728	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$6K	+$5.74K	1	0%	New
729	HR Howe & Rusling Rochester, New York	$6K	-$168K	3	0%	Reduced
730	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$6K	+$6.82K	4	0%	New
731	GEA Glen Eagle Advisors Kingston, New Jersey	$5.47K	$0	1	0%	Maintained
732	SIM Sonora Investment Management Tucson, Arizona	$5.08K	-$1.86K	2	0%	Reduced
733	BCM Brasada Capital Management Houston, Texas	$5K	+$6.22K	1	0%	New
734	Pathstone Family Office Englewood, New Jersey	$5K	+$4.8K	1	0%	New
735	PSC Prentiss Smith & Co Brattleboro, Vermont	$5K	$0	1	0%	Maintained
736	Sageworth Trust Lancaster, Pennsylvania	$5K	+$4.86K	1	0%	New
737	WB Webster Bank Waterbury, Connecticut	$5K	$0	1	0%	Maintained
738	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$4K	+$2.29K	2	0%	Increased
739	WhitTier Trust Company Reno, Nevada	$4K	$0	2	0%	Maintained
740	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$3K	$0	2	0%	Maintained
741	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$3K	$0	1	0%	Maintained
742	ClearBridge Investments New York	$3K	-$275	1	0%	Reduced
743	FRA Front Row Advisors Tiburon, California	$3K	+$1.51K	1	0%	Increased
744	HMS Hanseatic Management Services Albuquerque, New Mexico	$3K	+$2.98K	2	0%	New
745	KCPG Kavar Capital Partners Group Leawood, Kansas	$3K	+$2.7K	1	0%	New
746	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$3K	+$5.16K	1	0%	New
747	ML McAdam LLC Philadelphia, Pennsylvania	$3K	+$2.92K	2	0%	New
748	MCA Mercer Capital Advisers Little Silver, New Jersey	$3K	$0	1	0%	Maintained
749	MF MHI Funds Woodstock, New York	$3K	+$3.33K	1	0%	New
750	NSIM North Star Investment Management Chicago, Illinois	$3K	-$16.2K	1	0%	Reduced