← 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 TD Capital Management Memphis, Tennessee	$14K	$0	2	0%	Maintained
952	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$14K	+$51	2	0.01%	Increased
953	BIA Bell Investment Advisors Oakland, California	$13.9K	-$4.87K	5	0%	Reduced
954	MHR Matthew Hamilton Rosenberg	$13.9K	-$41K	1	0%	Reduced
955	GCM Gables Capital Management Miami, Florida	$13.6K	$0	2	0.01%	Maintained
956	KC Kenfarb & Co Ashland, Kentucky	$13.6K	$0	2	0.01%	Maintained
957	SIS Sound Income Strategies Ft Lauderdale, Florida	$13K	$0	1	0%	Maintained
958	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$12.4K	$0	2	0%	Maintained
959	LWA Lowe Wealth Advisors Columbia, Maryland	$12.3K	-$1.14K	1	0.01%	Reduced
960	KFI Key Financial Inc West Chester, Pennsylvania	$12.2K	$0	3	0%	Maintained
961	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$12.2K	+$17	2	0.01%	Increased
962	Baker Avenue Asset Management San Francisco, California	$12.1K	-$15.6K	3	0%	Reduced
963	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$11.8K	$0	1	0.01%	Maintained
964	JWM Janiczek Wealth Management Denver, Colorado	$11.5K	$0	2	0%	Maintained
965	KA Kozak & Associates Highlands Ranch, Colorado	$11.5K	$0	1	0%	Maintained
966	LF Lee Financial Dallas, Texas	$11.1K	+$9.09K	2	0%	Increased
967	CB Community Bank Dewitt, New York	$10.2K	-$147	1	0%	Reduced
968	FCB First Command Bank Fort Worth, Texas	$10K	+$10.2K	1	0%	New
969	FCFS First Command Financial Services Fort Worth, Texas	$10K	+$10.2K	1	0%	New
970	PP PrairieView Partners St. Paul, Minnesota	$10K	+$10.6K	1	0%	New
971	CPG Cornerstone Planning Group Fairfield, New Jersey	$9.87K	+$9.05K	3	0%	New
972	CIA Cape Investment Advisory Mcdonough, Georgia	$9.43K	$0	2	0.01%	Maintained
973	HWM HighMark Wealth Management St. Paul, Minnesota	$9.34K	-$4.36K	2	0.01%	Reduced
974	TWM Tradition Wealth Management Edina, Minnesota	$9K	-$12.6K	1	0%	Reduced
975	ZB Zions Bancorporation Salt Lake City, Utah	$8.76K	-$165	1	0%	Reduced