← 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	EHAM Eagle Harbor Asset Management Seattle, Washington	$44.1K	+$50.1K	1	0.08%	New
902	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$43K	$0	1	0.01%	Maintained
903	EWM Endurance Wealth Management Providence, Rhode Island	$43K	$0	1	0.01%	Maintained
904	GWS Glassman Wealth Services Vienna, Virginia	$43K	+$14.6K	4	0.01%	Increased
905	KFS Kaizen Financial Strategies Campbell, California	$43K	$0	1	0.04%	Maintained
906	OGF Orin Green Financial San Diego, California	$42K	$0	1	0.03%	Maintained
907	IRC Investors Research Corp Atlanta, Georgia	$41K	-$26K	4	0.01%	Reduced
908	Parallax Volatility Advisers San Francisco, California	$40K	+$48.3K	1	0%	New
909	PMFA Plante Moran Financial Advisors Southfield, Michigan	$40K	+$10.1K	2	0.01%	Increased
910	T TOBAM Paris, France	$40K	-$123K	1	0%	Reduced
911	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$39K	-$2K	3	0%	Reduced
912	CFFP Center for Financial Planning Southfied, Michigan	$38K	+$3.86K	2	0.01%	Increased
913	Larson Financial Group St Louis, Missouri	$38K	$0	2	0.01%	Maintained
914	MAM Meeder Asset Management Dublin, Ohio	$38K	+$27.6K	5	0%	Increased
915	TF TimeScale Financial Danvers, Massachusetts	$38K	+$7.93K	2	0.01%	Increased
916	AIC Archer Investment Corporation Carmel, Indiana	$37.5K	$0	3	0.02%	Maintained
917	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$37K	$0	3	0.02%	Maintained
918	RTC Riverview Trust Company Vancouver, Washington	$37K	+$30.6K	2	0.04%	Increased
919	Gradient Investments Arden Hills, Minnesota	$36K	$0	2	0%	Maintained
920	MWM Mascoma Wealth Management Hanover, New Hampshire	$35K	-$1.08K	1	0.01%	Reduced
921	PCC Park Circle Company Baltimore, Maryland	$35K	$0	2	0.04%	Maintained
922	SSB Sandy Spring Bank Olney, Maryland	$35K	-$10.8K	2	0%	Reduced
923	LJHT Laurie J. Hall Trustee	$33K	-$17.1K	3	0.02%	Reduced
924	Altshuler Shaham Tel Aviv, Israel	$32K	+$35.9K	1	0%	New
925	CSB City State Bank Norwalk, Iowa	$32K	$0	2	0.02%	Maintained