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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
851
EWS
Evergreen Wealth Solutions
Pennsylvania
$60K -$401 1 0.08% Reduced
852
NL
NKCFO LLC
Illinois
$60K $0 1 0.03% Maintained
853
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$60K $0 1 0% Maintained
854
Nomura Asset Management
Nomura Asset Management
Japan
$59.9K $0 3 0% Maintained
855
IDA
Intelligence Driven Advisers
California
$59K +$5.54K 1 0.01% Increased
856
LC
Lindbrook Capital
California
$58.1K -$94.5K 7 0.01% Reduced
857
KA
KLCM Advisors
Wisconsin
$57.5K -$632 1 0.01% Reduced
858
Caprock Group
Caprock Group
Idaho
$57.4K +$789 1 0.01% Increased
859
GGI
Godsey & Gibb Inc
Virginia
$56.2K +$53.6K 1 0.01% Increased
860
Caption Management
Caption Management
Oklahoma
$56.1K -$58.6K 1 0% Reduced
861
NCM
Northside Capital Management
Oregon
$55.7K $0 1 0.02% Maintained
862
MHR
Matthew Hamilton Rosenberg
$55.3K $0 2 0.02% Maintained
863
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$54.3K -$11.1K 1 0% Reduced
864
CAS
Coppell Advisory Solutions
Texas
$53.1K +$14.7K 2 0.02% New
865
CASC
Coppell Advisory Solutions Corp
Texas
$53.1K +$14.7K 2 0.02% New
866
TFA
Toth Financial Advisory
Virginia
$52.9K -$52.7K 2 0.01% Reduced
867
KIG
Kennedy Investment Group
New Jersey
$52.6K +$52.2K 1 0.03% New
868
SRC
Sage Rhino Capital
California
$52.3K -$6.65K 1 0.02% Reduced
869
CGL
Clarius Group LLC
Washington
$52K +$1.95K 1 0% Increased
870
CG
Cutler Group
California
$52K -$109K 6 0% Reduced
871
Bessemer Group
Bessemer Group
New Jersey
$51K -$22.1K 3 0% Reduced
872
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$50.9K -$4.89K 1 0% Reduced
873
OL
Optas LLC
Texas
$50.7K +$1.47K 1 0.02% Increased
874
KFS
Kelly Financial Services
Massachusetts
$50.6K -$4.55K 3 0.03% Reduced
875
Tidal Investments
Tidal Investments
Wisconsin
$50K -$6.98K 1 0% Reduced