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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
776
Ballentine Partners
Ballentine Partners
Massachusetts
$136K +$7.19K 1 0% Increased
777
Advisors Asset Management
Advisors Asset Management
Colorado
$136K -$19.1K 4 0% Reduced
778
Plancorp LLC
Plancorp LLC
Missouri
$133K +$28.4K 1 0.01% Increased
779
BAM
Bellevue Asset Management
Washington
$133K $0 1 0.09% Maintained
780
Harvest Fund Management
Harvest Fund Management
China
$131K -$106K 3 0.03% Reduced
781
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$131K -$159K 1 0% Reduced
782
CICI
Capital Investment Counsel Inc
North Carolina
$131K -$21.9K 1 0.03% Reduced
783
DC
DeDora Capital
California
$126K $0 1 0.05% Maintained
784
WCFA
Walkner Condon Financial Advisors
Wisconsin
$126K +$35.1K 1 0.04% Increased
785
PWPS
Pinnacle Wealth Planning Services
Ohio
$126K -$15.3K 1 0.02% Reduced
786
IAIM
International Assets Investment Management
Florida
$126K -$13.1K 1 0.02% Reduced
787
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$125K +$4.6K 1 0.01% Increased
788
AIM
Arcadia Investment Management
Michigan
$124K +$67.3K 1 0.03% Increased
789
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$123K -$5.43K 4 0.02% Reduced
790
BOK Financial
BOK Financial
Oklahoma
$122K +$121K 4 0% New
791
SPP
Single Point Partners
Massachusetts
$122K -$444K 1 0.03% Reduced
792
HCP
Hexagon Capital Partners
Arkansas
$121K -$6.33K 5 0.03% Reduced
793
SIA
Schechter Investment Advisors
Michigan
$121K -$14.5K 1 0.01% Reduced
794
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$120K $0 1 0% Maintained
795
QL
Quarry LP
New York
$120K +$103K 4 0.03% Increased
796
Geneos Wealth Management
Geneos Wealth Management
Colorado
$119K -$5.48K 2 0.01% Reduced
797
Caprock Group
Caprock Group
Idaho
$117K +$54.3K 1 0.01% Increased
798
Brighton Jones LLC
Brighton Jones LLC
Washington
$117K +$110K 1 0.01% New
799
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$115K -$35.1K 4 0.01% Reduced
800
AIA
AIMZ Investment Advisors
California
$114K $0 1 0.05% Maintained