← 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	TCM Tradewinds Capital Management Bellingham, Washington	$24K	$0	3	0.01%	Maintained
727	AIM Advantage Investment Management Cedar Rapids, Iowa	$23K	+$6.53K	3	0.02%	Increased
728	FPB First PREMIER Bank Sioux Falls, South Dakota	$23K	+$22.4K	1	0.01%	New
729	AssetMark Inc Concord, California	$22K	-$2.46M	2	0%	Reduced
730	BAM Bruderman Asset Management Locust Valley, New York	$22K	+$20.8K	3	0.01%	New
731	JCM Jacobi Capital Management Pittston, Pennsylvania	$22K	$0	2	0.01%	Maintained
732	LFA Legacy Financial Advisors Covington, Kentucky	$22K	-$3.12K	2	0.01%	Reduced
733	Pacer Advisors Malvern, Pennsylvania	$21K	-$5.67M	1	0%	Reduced
734	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$20.2K	-$215K	5	0%	Reduced
735	AF Advisornet Financial Minnetonka, Minnesota	$20K	-$39	2	0%	Reduced
736	TL TrueWealth LLC Atlanta, Georgia	$20K	$0	2	0.01%	Maintained
737	MWM Mascoma Wealth Management Hanover, New Hampshire	$19K	$0	1	0.01%	Maintained
738	ADL Asset Dedication LLC San Francisco, California	$18K	$0	1	0.01%	Maintained
739	FWM Focused Wealth Management Newburgh, New York	$18K	+$15.3K	3	0.01%	Increased
740	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$18K	+$17.8K	2	0.01%	New
741	OFW Omnia Family Wealth Aventura, Florida	$18K	-$9.41K	1	0.01%	Reduced
742	Balentine LLC Atlanta, Georgia	$17K	+$5.37K	1	0%	Increased
743	CAPTRUST Financial Advisors Raleigh, North Carolina	$17K	$0	3	0%	Maintained
744	LNB Ledyard National Bank	$17K	$0	2	0%	Maintained
745	GEA Glen Eagle Advisors Kingston, New Jersey	$16K	$0	2	0.01%	Maintained
746	Peconic Partners New York	$15K	$0	1	0%	Maintained
747	VCM Versant Capital Management Phoenix, Arizona	$15K	-$2.79K	5	0.01%	Reduced
748	ECM Estabrook Capital Management New York	$14.6K	$0	1	0%	Maintained
749	CC Claybrook Capital Wellesley, Massachusetts	$14K	-$4.04K	1	0%	Reduced
750	WA WealthTrust-Arizona Scottsdale, Arizona	$14K	$0	1	0.01%	Maintained