← 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	CA CWC Advisors Lake Oswego, Oregon	$292K	+$218K	1	0.15%	New
952	Wexford Capital West Palm Beach, Florida	$292K	-$66.5K	2	0.08%	Reduced
953	FCM Fieldview Capital Management Niles, Michigan	$291K	-$10.4K	1	0.04%	Reduced
954	Integrated Quantitative Investments Bellevue, Washington	$290K	+$258K	1	0.09%	New
955	First Western Trust Bank Denver, Colorado	$290K	$0	1	0.01%	Maintained
956	Applied Finance Capital Management San Juan, Puerto Rico	$289K	$0	1	0.02%	Maintained
957	Chicago Capital Chicago, Illinois	$288K	$0	1	0.01%	Maintained
958	Sovereign Financial Group Stamford, Connecticut	$287K	+$181K	1	0.06%	New
959	TWM Trueblood Wealth Management Lima, Ohio	$287K	$0	1	0.12%	Maintained
960	Pinnacle Wealth Planning Services Mansfield, Ohio	$286K	+$231K	1	0.04%	New
961	Hancock Whitney Gulfport, Mississippi	$284K	-$21.5K	1	0.01%	Reduced
962	DGS Capital Management Jersey City, New Jersey	$284K	+$69.9K	1	0.06%	Increased
963	Waverly Advisors Birmingham, Alabama	$283K	+$56	1	0%	Increased
964	Aaron Wealth Advisors Chicago, Illinois	$283K	+$5.89K	1	0.03%	Increased
965	RSC Red Spruce Capital Berwyn, Pennsylvania	$278K	$0	1	0.12%	Maintained
966	OA Operose Advisors Milwaukee, Wisconsin	$277K	$0	2	0.08%	Maintained
967	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$275K	+$243K	1	0.25%	New
968	CIM Contravisory Investment Management Norwell, Massachusetts	$275K	+$12.4K	2	0.05%	Increased
969	ACM Aster Capital Management Dubai, United Arab Emirates	$274K	-$273K	2	0.06%	Reduced
970	B. Riley Wealth Advisors Boca Raton, Florida	$272K	-$1.95M	1	0.01%	Reduced
971	CC Corton Capital Carrying Place, Ontario, Canada	$272K	+$203K	1	0.32%	New
972	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$270K	$0	1	0.02%	Maintained
973	Lyell Wealth Management Menlo Park, California	$268K	+$216K	1	0.02%	New
974	Trilogy Capital Irvine, California	$268K	+$216K	1	0.01%	New
975	UM Ulysses Management New York	$268K	+$216K	1	0.03%	New