← 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	Prime Capital Investment Advisors Overland Park, Kansas	$125K	+$105	1	0%	Increased
852	Atria Wealth Solutions New York	$125K	-$358K	1	0%	Reduced
853	NB Northwest Bancshares Warren, Pennsylvania	$124K	$0	1	0.02%	Maintained
854	SC Searle & Co Greenwich, Connecticut	$123K	$0	1	0.03%	Maintained
855	CIBC Private Wealth Group Atlanta, Georgia	$123K	-$4.83K	7	0%	Reduced
856	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$123K	$0	1	0.08%	Maintained
857	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$120K	+$5.2K	1	0.01%	Increased
858	BAM Bellevue Asset Management Bellevue, Washington	$118K	$0	1	0.06%	Maintained
859	Focus Financial Network Minneapolis, Minnesota	$118K	-$122K	1	0%	Reduced
860	MAI Capital Management Independence, Ohio	$117K	-$6.41K	1	0%	Reduced
861	SCP Sivia Capital Partners Mill Valley, California	$116K	+$2.01K	1	0.07%	Increased
862	WFI West Family Investments Carlsbad, California	$115K	+$107K	1	0.04%	New
863	HCP Hexagon Capital Partners Rogers, Arkansas	$115K	-$450	4	0.02%	Reduced
864	CL CSS LLC Chicago, Illinois	$113K	+$104K	2	0.01%	New
865	DC DeDora Capital Napa, California	$112K	$0	1	0.03%	Maintained
866	Quadrature Capital London, United Kingdom	$112K	-$945K	1	0%	Reduced
867	MGO One Seven Beachwood, Ohio	$112K	-$8.19K	1	0%	Reduced
868	PP PDS Planning Dublin, Ohio	$112K	-$31.7K	1	0.01%	Reduced
869	RA Rise Advisors Rochester, New York	$111K	$0	4	0.05%	Maintained
870	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$110K	$0	1	0.04%	Maintained
871	LC Lindbrook Capital Calabasas, California	$110K	-$758	9	0.01%	Reduced
872	WVP Worth Venture Partners Fort Lee, New Jersey	$110K	-$29.4K	1	0.8%	Reduced
873	AF Advisornet Financial Minnetonka, Minnesota	$109K	-$2.9K	4	0.01%	Reduced
874	SA Skyline Advisors Bellingham, Washington	$104K	$0	1	0.04%	Maintained
875	Aspiriant LLC Los Angeles, California	$102K	+$259	1	0%	Increased