← 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
901	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
902	OWA One Wealth Advisors San Francisco, California	$1K	+$991	1	0%	New
903	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
904	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1K	+$959	1	0%	New
905	RWA Ropes Wealth Advisors Boston, Massachusetts	$1K	$0	1	0%	Maintained
906	Sageworth Trust Lancaster, Pennsylvania	$1K	+$1.03K	1	0%	Increased
907	SFSIG San Francisco Sentry Investment Group San Francisco, California	$1K	$0	1	0%	Maintained
908	SWP Strategic Wealth Partners Independence, Ohio	$1K	$0	1	0%	Maintained
909	TL TrueWealth LLC Atlanta, Georgia	$1K	-$19K	1	0%	Reduced
910	VRM Vectors Research Management New York	$1K	+$612	1	0%	New
911	WF WealthTrust Fairport Cleveland, Ohio	$1K	$0	1	0%	Maintained
912	WhitTier Trust Company Reno, Nevada	$1K	$0	1	0%	Maintained
913	Advisory Alpha Holland, Michigan	$941	+$1.16K	1	0%	New
914	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$143	+$147	1	0%	New
915	Pendal Group Sydney, Australia	$57	$0	1	0%	Maintained
916	1832 Asset Management Toronto, Ontario, Canada	$0	+$245	1	0%	New
917	1NWS 1 North Wealth Services Annapolis, Maryland	$0	$0	1	0%	Maintained
918	3C 361 Capital Denver, Colorado	$0	-$76K	0	–	Closed
919	ACM Alight Capital Management New York	$0	-$1.16M	0	–	Closed
920	AWM AllSquare Wealth Management Albany, New York	$0	$0	0	–	Closed
921	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$0	-$107K	0	–	Closed
922	AQA Alpha Quant Advisors Irving, Texas	$0	-$40K	0	–	Closed
923	AC Apertura Capital Dallas, Texas	$0	-$3.49M	0	–	Closed
924	AQR Arbitrage Greenwich, Connecticut	$0	-$213K	0	–	Closed
925	AF Arrow Financial Glens Falls, New York	$0	+$48	1	0%	New