← 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
926	OWA Octavia Wealth Advisors Cincinnati, Ohio	$63K	+$66.9K	1	0.02%	New
927	CCG Cypress Capital Group Palm Beach, Florida	$62K	-$16.7K	1	0.01%	Reduced
928	HWA HCR Wealth Advisors Los Angeles, California	$62K	-$2.4K	1	0.01%	Reduced
929	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$61K	-$2.29K	3	0.03%	Reduced
930	Bank of Nova Scotia Toronto, Ontario, Canada	$61K	-$22.2K	1	0%	Reduced
931	BL Bleichroeder LP New York	$60K	$0	1	0.01%	Maintained
932	VC Vestor Capital Chicago, Illinois	$60K	$0	1	0.01%	Maintained
933	EWM Endurance Wealth Management Providence, Rhode Island	$59K	-$7.51K	1	0.01%	Reduced
934	KCPG Kavar Capital Partners Group Leawood, Kansas	$59K	+$79	1	0.02%	Increased
935	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$58.9K	+$51.6K	2	0.01%	Increased
936	Benjamin F. Edwards & Company St. Louis, Missouri	$58K	-$20.1K	2	0%	Reduced
937	EI Ellevest Inc New York	$58K	-$73.1K	3	0.01%	Reduced
938	MWP Meridian Wealth Partners Exton, Pennsylvania	$58K	+$64.8K	6	0.02%	New
939	Buckingham Strategic Wealth Clayton, Missouri	$56K	+$59.4K	1	0%	New
940	Davenport & Co Richmond, Virginia	$56K	+$59K	1	0%	New
941	FPS Fieldpoint Private Securities Greenwich, Connecticut	$56K	-$69.1K	4	0.01%	Reduced
942	Harvest Fund Management Beijing, China	$56K	-$83.9K	2	0.01%	Reduced
943	BFC Bedel Financial Consulting Indianapolis, Indiana	$55K	+$46.3K	2	0.02%	Increased
944	FRM Foundation Resource Management Little Rock, Arkansas	$55K	-$1.77M	1	0.01%	Reduced
945	LCS Levin Capital Strategies New York	$55K	-$1.55M	1	0.01%	Reduced
946	Annex Advisory Services Brookfield, Wisconsin	$54K	+$57.6K	1	0.01%	New
947	AFP Ausdal Financial Partners Davenport, Iowa	$54K	+$56.9K	1	0.01%	New
948	DSC Duncker Streett & Co St. Louis, Missouri	$52K	$0	1	0.01%	Maintained
949	VWM Vigilare Wealth Management Scottsdale, Arizona	$52K	+$5.22K	1	0.04%	Increased
950	BWM BerganKDV Wealth Management Bloomington, Minnesota	$51K	-$144K	2	0.01%	Reduced