← 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	FWM Focused Wealth Management Newburgh, New York	$18K	+$12.3K	3	0%	Increased
752	LWA Lenox Wealth Advisors New York	$18K	$0	1	0%	Maintained
753	Orion Portfolio Solutions Omaha, Nebraska	$18K	+$15.8K	6	0%	New
754	BFC Bedel Financial Consulting Indianapolis, Indiana	$17K	$0	3	0.01%	Maintained
755	EI Ellevest Inc New York	$17K	+$15.1K	3	0%	New
756	IFWM Institute for Wealth Management Denver, Colorado	$17K	-$96K	1	0%	Reduced
757	TCI Wealth Advisors Tucson, Arizona	$17K	+$3.28K	5	0.01%	Increased
758	TIM Tortoise Investment Management White Plains, New York	$17K	$0	1	0%	Maintained
759	AIC Archer Investment Corporation Carmel, Indiana	$16K	-$278K	1	0.01%	Reduced
760	HIA Harbor Investment Advisory Lutherville, Maryland	$16K	+$13.5K	3	0%	New
761	TI tru Independence Portland, Oregon	$16K	+$20.9K	2	0%	New
762	KFS Kelly Financial Services Braintree, Massachusetts	$15.7K	$0	2	0.01%	Maintained
763	Brown Brothers Harriman & Co New York	$14K	$0	1	0%	Maintained
764	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$14K	$0	2	0.01%	Maintained
765	BCA Berman Capital Advisors Atlanta, Georgia	$13K	-$5.43K	5	0%	Reduced
766	Covington Capital Management Los Angeles, California	$13K	$0	1	0%	Maintained
767	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$13K	+$7.97K	2	0%	Increased
768	Allworth Financial Folsom, California	$12K	$0	2	0%	Maintained
769	SWA Sutton Wealth Advisors Tampa, Florida	$10K	-$62.7K	3	0.01%	Reduced
770	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$10K	+$10.9K	2	0.01%	New
771	RAM Riggs Asset Management Dallas, Pennsylvania	$10K	+$9.56K	1	0%	New
772	Arax Advisory Partners Denver, Colorado	$9K	+$501	2	0%	Increased
773	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$9K	+$3.7K	1	0%	Increased
774	FWM FSA Wealth Management Needham, Massachusetts	$9K	+$7.62K	1	0.01%	New
775	LPWM Lake Point Wealth Management Rockwall, Texas	$9K	+$8.93K	2	0%	New