← 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
826	TD Waterhouse Canada Toronto, Ontario, Canada	$126K	-$5.09K	6	0%	Reduced
827	AP Adero Partners Pleasanton, California	$125K	-$11.4K	1	0.01%	Reduced
828	QIM Quantitative Investment Management Charlottesville, Virginia	$120K	+$160K	1	0.01%	New
829	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$120K	$0	1	0.05%	Maintained
830	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$119K	-$45.8K	1	0.01%	Reduced
831	WWP WR Wealth Planners Columbia, Missouri	$119K	-$2.77K	3	0.04%	Reduced
832	Concurrent Investment Advisors Tampa, Florida	$118K	+$336	1	0%	Increased
833	Nomura Asset Management Tokyo, Japan	$117K	$0	3	0%	Maintained
834	CIBC Private Wealth Group Atlanta, Georgia	$115K	-$64.7K	8	0%	Reduced
835	DI Diligent Investors Redlands, California	$114K	$0	1	0.03%	Maintained
836	AO Advisor OS Chicago, Illinois	$113K	$0	1	0.01%	Maintained
837	MA MJP Associates Farmington, Connecticut	$113K	$0	1	0.02%	Maintained
838	LSAG Lake Street Advisors Group Portsmouth, New Hampshire	$112K	-$6.14K	1	0.01%	Reduced
839	SSG Summit Securities Group New York	$111K	+$146K	2	0.02%	New
840	Atomi Financial Group New York	$111K	+$59.7K	1	0.01%	Increased
841	AC ASB Consultores Aventura, Florida	$109K	-$12.7K	1	0.04%	Reduced
842	Prime Capital Investment Advisors Overland Park, Kansas	$108K	+$29.2K	1	0%	Increased
843	NB Northwest Bancshares Warren, Pennsylvania	$108K	$0	1	0.02%	Maintained
844	MAI Capital Management Independence, Ohio	$107K	+$8.24K	1	0%	Increased
845	SC Searle & Co Greenwich, Connecticut	$107K	+$104K	1	0.03%	New
846	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$106K	-$55.4K	1	0.07%	Reduced
847	MGO One Seven Beachwood, Ohio	$105K	+$5.71K	1	0.01%	Increased
848	Blue Trust Inc Alpharetta, Georgia	$104K	+$60.1K	7	0%	Increased
849	BAM Bellevue Asset Management Bellevue, Washington	$102K	$0	1	0.06%	Maintained
850	HCP Hexagon Capital Partners Rogers, Arkansas	$100K	-$2.54K	5	0.02%	Reduced