← 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
776	Aspiriant LLC Los Angeles, California	$86K	$0	1	0%	Maintained
777	MCM Marathon Capital Management Hunt Valley, Maryland	$85.8K	$0	1	0.02%	Maintained
778	IAIM International Assets Investment Management Orlando, Florida	$85.3K	-$170	1	0.01%	Reduced
779	DCM Dudley Capital Management Middleburg, Virginia	$85.3K	-$36.3K	1	0.06%	Reduced
780	GWP Gateway Wealth Partners Appleton, Wisconsin	$84.9K	-$199K	1	0.02%	Reduced
781	RAM Ramirez Asset Management New York	$83.8K	+$101K	2	0.02%	New
782	CCA Checchi Capital Advisers Beverly Hills, California	$83.2K	+$23K	1	0.01%	Increased
783	AIM Arcadia Investment Management Kalamazoo, Michigan	$80.5K	+$5.18K	2	0.02%	Increased
784	AP Adero Partners Pleasanton, California	$80.5K	+$84.9K	1	0.01%	New
785	Raymond James Trust St. Petersburg, Florida	$80.2K	-$2.34K	1	0%	Reduced
786	HCP Hexagon Capital Partners Rogers, Arkansas	$80.1K	-$1.08K	5	0.02%	Reduced
787	Arkadios Wealth Advisors Atlanta, Georgia	$78.3K	+$19.2K	1	0.01%	Increased
788	RA RiverPark Advisors New York	$78K	+$73.3K	2	0.07%	New
789	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$77K	$0	1	0.04%	Maintained
790	EFG Everhart Financial Group Dublin, Ohio	$75.3K	$0	1	0.03%	Maintained
791	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$74.8K	+$39.4K	1	0%	Increased
792	Nomura Asset Management Tokyo, Japan	$73.9K	$0	3	0%	Maintained
793	FOA Five Oceans Advisors Santa Monica, California	$73.8K	+$22K	1	0.05%	Increased
794	PTP Platform Technology Partners New York	$73.7K	$0	1	0.03%	Maintained
795	CIBC Private Wealth Group Atlanta, Georgia	$72.3K	+$76.3K	1	0%	New
796	AA AlphaQ Advisors Winter Park, Florida	$72.1K	+$9.41K	1	0.06%	Increased
797	KLC Knowledge Leaders Capital Denver, Colorado	$71.8K	+$75.8K	1	0.11%	New
798	CT Colonial Trust Spartanburg, South Carolina	$71.6K	$0	1	0.02%	Maintained
799	WA Wealthstar Advisors Plano, Texas	$71.4K	$0	1	0.03%	Maintained
800	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$71K	-$6.08K	1	0.07%	Reduced