← 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
976	Gradient Investments Arden Hills, Minnesota	$10K	$0	2	0%	Maintained
977	HR Howe & Rusling Rochester, New York	$10K	+$5.02K	3	0%	Increased
978	LC Lindbrook Capital Calabasas, California	$10K	-$67	2	0%	Reduced
979	OCM Orion Capital Management Coronado, California	$10K	+$9.65K	2	0.01%	New
980	TIAM2 Tru Independence Asset Management 2 Portland, Oregon	$10K	+$8.99K	2	0.01%	New
981	ZB Zions Bancorporation Salt Lake City, Utah	$10K	+$862	1	0%	Increased
982	FP Financial Perspectives Minneapolis, Minnesota	$9.13K	$0	2	0.01%	Maintained
983	Arax Advisory Partners Denver, Colorado	$9K	$0	1	0%	Maintained
984	BFC Bedel Financial Consulting Indianapolis, Indiana	$9K	$0	2	0%	Maintained
985	FGAM Financial Gravity Asset Management Lakeway, Texas	$9K	+$8.56K	2	0.01%	New
986	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$9K	+$4.74K	3	0%	Increased
987	MCM Manchester Capital Management Manchester, Vermont	$9K	$0	1	0%	Maintained
988	MF Manchester Financial Westlake Village, California	$9K	$0	2	0.01%	Maintained
989	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$9K	$0	2	0%	Maintained
990	TIM Tortoise Investment Management White Plains, New York	$9K	+$4.74K	2	0%	Increased
991	AIC Archer Investment Corporation Carmel, Indiana	$8.94K	$0	1	0%	Maintained
992	AIM Anchor Investment Management Columbia, South Carolina	$8.7K	-$145K	2	0%	Reduced
993	EWM Edge Wealth Management New York	$8K	$0	1	0%	Maintained
994	GWS Glassman Wealth Services Vienna, Virginia	$8K	+$2.25K	4	0%	Increased
995	Jones Financial Companies Des Peres, Missouri	$8K	+$6.97K	2	0%	New
996	MAM Meeder Asset Management Dublin, Ohio	$8K	-$401K	4	0%	Reduced
997	PC Permanens Capital New York	$8K	$0	1	0%	Maintained
998	PG Proffitt & Goodson Knoxville, Tennessee	$8K	+$788	2	0%	Increased
999	AA AlphaMark Advisors Ft. Wright, Kentucky	$7K	-$1.75M	2	0%	Reduced
1000	AP Arlington Partners Birmingham, Alabama	$7K	+$6.38K	2	0%	New