← 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
951	TCM Tradewinds Capital Management Bellingham, Washington	$32K	+$23.6K	4	0.01%	Increased
952	FF FourThought Financial Venice, Florida	$31K	-$19.8K	4	0%	Reduced
953	VCM Versant Capital Management Phoenix, Arizona	$31K	+$4.59K	5	0.01%	Increased
954	RIM Rockbridge Investment Management Syracuse, New York	$30K	$0	2	0.01%	Maintained
955	BCM Blume Capital Management Berkeley, California	$29K	+$29.3K	1	0.01%	New
956	GWS Glassman Wealth Services Vienna, Virginia	$28K	+$4.33K	4	0.01%	Increased
957	Salem Investment Counselors Winston Salem, North Carolina	$28K	+$29.6K	3	0%	Increased
958	Covington Capital Management Los Angeles, California	$27K	+$1.35K	2	0%	Increased
959	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$26K	+$26.5K	1	0.03%	New
960	TWM Tradition Wealth Management Edina, Minnesota	$25K	+$1.04K	2	0%	Increased
961	FGAM Financial Gravity Asset Management Lakeway, Texas	$24K	-$424	2	0.01%	Reduced
962	SWM Sugarloaf Wealth Management Duluth, Georgia	$22K	$0	2	0.01%	Maintained
963	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$21.3K	$0	2	0%	Maintained
964	VCM Vigilant Capital Management Portland, Maine	$21K	+$22.6K	2	0%	New
965	CWA Clearview Wealth Advisors Salem, Oregon	$20K	$0	1	0.01%	Maintained
966	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$20K	-$2.61K	5	0%	Reduced
967	MassMutual Private Wealth & Trust Windsor, Connecticut	$20K	$0	2	0%	Maintained
968	Washington Trust Westerly, Rhode Island	$20K	+$1.43K	2	0%	Increased
969	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$19K	-$50K	4	0.01%	Reduced
970	HWM HighMark Wealth Management St. Paul, Minnesota	$19K	$0	4	0.01%	Maintained
971	LC Lindbrook Capital Calabasas, California	$19K	+$539	2	0.01%	Increased
972	WOC West Oak Capital Westlake Village, California	$19K	-$19.4K	2	0.01%	Reduced
973	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$18K	$0	2	0%	Maintained
974	Farmers & Merchants Investments Inc Lincoln, Nebraska	$18K	$0	2	0%	Maintained
975	PB Pinnacle Bancorp Beatrice, Nebraska	$18K	-$13.7K	1	0.01%	Reduced