← 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	AF Advisornet Financial Minnetonka, Minnesota	$156K	+$21.5K	6	0.02%	Increased
752	Scotia Capital Toronto, Ontario, Canada	$155K	-$10.7K	2	0%	Reduced
753	Fiduciary Trust Boston, Massachusetts	$151K	$0	1	0%	Maintained
754	GL Graypoint LLC Albany, New York	$151K	-$3.03K	1	0.02%	Reduced
755	Buckingham Strategic Wealth Clayton, Missouri	$150K	-$42.1K	1	0%	Reduced
756	WR WD Rutherford Portland, Oregon	$149K	$0	1	0.12%	Maintained
757	DCM Dudley Capital Management Middleburg, Virginia	$148K	+$148K	1	0.1%	New
758	Ameritas Advisory Services Lincoln, Nebraska	$147K	+$46.2K	1	0.01%	Increased
759	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$145K	+$106	3	0.01%	Increased
760	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$145K	+$909	1	0.03%	Increased
761	Avantax Advisory Services Dallas, Texas	$142K	-$3.26K	1	0%	Reduced
762	Advisors Asset Management Monument, Colorado	$140K	-$142K	3	0%	Reduced
763	AGC Aspen Grove Capital Avon, Colorado	$140K	+$140K	1	0.06%	New
764	Farther Finance Advisors San Francisco, California	$137K	+$136K	4	0.05%	New
765	NWA New World Advisors Hingham, Massachusetts	$136K	$0	1	0.05%	Maintained
766	CT Cambridge Trust Cambridge, Massachusetts	$136K	+$22.6K	4	0.01%	Increased
767	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$134K	+$12.1K	1	0.02%	Increased
768	IAIM International Assets Investment Management Orlando, Florida	$132K	+$19.2K	1	0.01%	Increased
769	U.S. Capital Wealth Advisors Austin, Texas	$129K	+$348	2	0.01%	Increased
770	Choreo LLC Rockford, Illinois	$129K	$0	1	0.01%	Maintained
771	SIA Schechter Investment Advisors Birmingham, Michigan	$128K	-$49.5K	1	0.01%	Reduced
772	QI Qtron Investments Boston, Massachusetts	$128K	-$853	1	0.03%	Reduced
773	C Covestor London, United Kingdom	$127K	-$2.75K	8	0.1%	Reduced
774	I InceptionR Lafayette, California	$127K	+$114K	1	0.07%	New
775	BAM Bellevue Asset Management Bellevue, Washington	$125K	$0	1	0.1%	Maintained