← 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
751	PHS Pekin Hardy Strauss Chicago, Illinois	$61K	$0	1	0.01%	Maintained
752	AP Advisor Partners Walnut Creek, California	$60K	+$61.1K	1	0.01%	New
753	HI Human Investing Lake Oswego, Oregon	$60K	+$61.2K	1	0.02%	New
754	CC Colrain Capital Boston, Massachusetts	$59K	$0	1	0.06%	Maintained
755	FMP Financial Management Professionals Austin, Texas	$59K	$0	3	0.02%	Maintained
756	MA Mutual Advisors Omaha, Nebraska	$59K	-$10.8K	1	0.01%	Reduced
757	MA MANA Advisors New York	$58K	-$674K	1	0.25%	Reduced
758	MML Investors Services Springfield, Massachusetts	$58K	-$14.4K	1	0%	Reduced
759	PAM Peak Asset Management Louisville, Colorado	$58K	$0	1	0.02%	Maintained
760	WPSG Wealth & Pension Services Group Atlanta, Georgia	$58K	+$59.3K	1	0.04%	New
761	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$56K	+$56.6K	1	0.01%	New
762	MUFG Americas New York	$55K	+$58.3K	1	0%	New
763	People's United Financial Bridgeport, Connecticut	$55K	+$1.25K	1	0%	Increased
764	Empirical Wealth Management Seattle, Washington	$53K	-$9.9K	1	0.01%	Reduced
765	AF Advisornet Financial Minnetonka, Minnesota	$52K	+$29K	2	0%	Increased
766	Great Valley Advisor Group Wilmington, Delaware	$52K	-$237	1	0.01%	Reduced
767	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$52K	-$93	1	0%	Reduced
768	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$52K	-$6.58K	1	0.06%	Reduced
769	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$52K	$0	1	0.03%	Maintained
770	Crestwood Advisors Group Boston, Massachusetts	$51K	-$20.6K	1	0%	Reduced
771	TF TimeScale Financial Danvers, Massachusetts	$51K	$0	2	0.02%	Maintained
772	FCB First Command Bank Fort Worth, Texas	$48K	$0	1	0.02%	Maintained
773	FCFS First Command Financial Services Fort Worth, Texas	$48K	$0	1	0.02%	Maintained
774	LC Lindbrook Capital Calabasas, California	$48K	+$13.7K	2	0.02%	Increased
775	CFA Carroll Financial Associates Charlotte, North Carolina	$47K	+$227	3	0%	Increased