← 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
876	ECM Estabrook Capital Management New York	$958	$0	1	0%	Maintained
877	RWM Raffa Wealth Management Washington, District of Columbia	$394	+$472	1	0%	New
878	EWM Elmwood Wealth Management Berkeley, California	$255	+$315	1	0%	New
879	ACA Atlas Capital Advisors Jackson, Wyoming	$233	$0	1	0%	Maintained
880	CT Caldwell Trust Venice, Florida	$9	$0	1	0%	Maintained
881	ATC Adirondack Trust Company Saratoga Springs, New York	$0	+$372	1	0%	New
882	AP Advisors Preferred Rockville, Maryland	$0	-$155K	0	–	Closed
883	Advisory Alpha Holland, Michigan	$0	-$418	0	–	Closed
884	ACM Allred Capital Management Dallas, Texas	$0	-$2.26K	0	–	Closed
885	Altshuler Shaham Tel Aviv, Israel	$0	-$28K	0	–	Closed
886	AAM American Asset Management Boca Raton, Florida	$0	-$87K	0	–	Closed
887	AMG National Trust Bank Greenwood Village, Colorado	$0	-$52K	0	–	Closed
888	APG Asset Management Amsterdam, Netherlands	$0	-$27.3M	0	–	Closed
889	AA Apriem Advisors Irvine, California	$0	-$115K	0	–	Closed
890	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$2.14M	0	–	Closed
891	AA Argent Advisors Monroe, Louisiana	$0	$0	0	–	Closed
892	Artemis Investment Management Edinburgh, United Kingdom	$0	-$20M	0	–	Closed
893	APC Aspire Private Capital Cornelius, North Carolina	$0	$0	0	–	Closed
894	Atria Investments Charlotte, North Carolina	$0	-$77K	0	–	Closed
895	Avior Wealth Management Omaha, Nebraska	$0	-$399K	2	0%	Reduced
896	BFA Beaumont Financial Advisors Needham, Massachusetts	$0	-$110K	0	–	Closed
897	BC Breakline Capital New York	$0	-$1.54M	0	–	Closed
898	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$1.19M	0	–	Closed
899	CGM Capital Growth Management Boston, Massachusetts	$0	-$28.6M	0	–	Closed
900	CWA Capital Wealth Alliance Scottsdale, Arizona	$0	-$8K	0	–	Closed