← 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
851	HPM Hudson Portfolio Management Garrison, New York	$111K	-$32.4K	1	0.1%	Reduced
852	VanEck Associates New York	$110K	+$60.1K	1	0%	Increased
853	BWM Bulltick Wealth Management Miami, Florida	$109K	$0	1	0.03%	Maintained
854	FCI Financial Counselors Inc Overland Park, Kansas	$109K	-$6.18K	1	0%	Reduced
855	Freestone Capital Holdings Seattle, Washington	$109K	-$3.85K	1	0.01%	Reduced
856	HS HighVista Strategies Boston, Massachusetts	$109K	+$112K	1	0.08%	New
857	LJHT Laurie J. Hall Trustee	$108K	$0	3	0.04%	Maintained
858	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$107K	-$17K	3	0.02%	Reduced
859	EI Ellevest Inc New York	$106K	+$44.7K	3	0.01%	Increased
860	RWB RMR Wealth Builders Montclair, New Jersey	$105K	+$45.3K	1	0.03%	Increased
861	Credit Agricole Montrouge Cedex, France	$104K	+$5.01K	2	0%	Increased
862	JFA JNBA Financial Advisors Bloomington, Minnesota	$104K	$0	2	0.01%	Maintained
863	RCM Radnor Capital Management Wayne, Pennsylvania	$102K	$0	1	0.03%	Maintained
864	WA Wealthstar Advisors Plano, Texas	$102K	+$92.1K	1	0.03%	New
865	KPCM Kings Point Capital Management Great Neck, New York	$101K	+$91.8K	1	0.01%	New
866	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$100K	$0	2	0.02%	Maintained
867	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$99K	+$3.6K	1	0.02%	Increased
868	Valeo Financial Advisors Carmel, Indiana	$96K	-$38.4K	1	0.01%	Reduced
869	DFCM Dark Forest Capital Management San Juan, Puerto Rico	$95K	+$92.2K	1	0.04%	New
870	TB Terril Brothers St. Louis, Missouri	$94K	$0	1	0.02%	Maintained
871	TF TimeScale Financial Danvers, Massachusetts	$94K	$0	3	0.02%	Maintained
872	BW Bison Wealth Atlanta, Georgia	$93K	$0	1	0.04%	Maintained
873	First Horizon Advisors Memphis, Tennessee	$93K	-$19K	5	0.01%	Reduced
874	RE RBC Europe London, United Kingdom	$92.6K	+$28.4K	6	0%	Increased
875	Baillie Gifford & Co Edinburgh, United Kingdom	$92K	-$1.97K	4	0%	Reduced