← 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	Brown Advisory Baltimore, Maryland	$267K	+$6.3K	2	0%	Increased
977	FC Farringdon Capital London, United Kingdom	$266K	+$36.6K	1	0.09%	Increased
978	PCM Parsons Capital Management Providence, Rhode Island	$265K	+$214K	1	0.02%	New
979	HBS Howard Bailey Securities Fort Wayne, Indiana	$265K	-$39.9K	1	0.08%	Reduced
980	RFG Advisory Birmingham, Alabama	$260K	+$231K	1	0.01%	New
981	AIA Group Hong Kong	$260K	-$23.5K	1	0.01%	Reduced
982	APW Axim Planning & Wealth Springboro, Ohio	$260K	-$133K	1	0.24%	Reduced
983	FRA Frank Rimerman Advisors Palo Alto, California	$259K	+$257K	1	0.02%	New
984	OL one8zero8 LLC Greensboro, North Carolina	$258K	+$210K	1	0.06%	New
985	NL NWAM LLC Mercer Island, Washington	$257K	+$202K	1	0.01%	New
986	Arax Advisory Partners Denver, Colorado	$256K	+$54.7K	6	0.01%	Increased
987	HA Herold Advisors New York	$255K	+$206K	1	0.05%	New
988	WMA West Michigan Advisors Holland, Michigan	$251K	+$203K	1	0.07%	New
989	JCM Jag Capital Management St Louis, Missouri	$251K	+$221K	1	0.03%	New
990	GTAM Global Trust Asset Management West Palm Beach, Florida	$250K	+$119K	1	0.13%	Increased
991	IAS Insigneo Advisory Services Miami, Florida	$249K	+$220K	1	0.02%	New
992	MMM Mendel Money Management Northbrook, Illinois	$248K	+$200K	1	0.11%	New
993	DIM Delta Investment Management San Francisco, California	$244K	+$215K	1	0.05%	New
994	Lighthouse Investment Partners Palm Beach Gardens, Florida	$241K	-$168K	1	0.01%	Reduced
995	Northeast Financial Consultants Westport, Connecticut	$241K	+$194K	1	0.01%	New
996	RIS Richmond Investment Services Mequon, Wisconsin	$240K	+$151K	1	0.05%	New
997	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$240K	+$82.7K	1	0.01%	Increased
998	AF Atala Financial Calabasas, California	$238K	$0	1	0.16%	Maintained
999	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$236K	+$6.65K	1	0.15%	New
1000	GWP Gen-Wealth Partners Zeeland, Michigan	$234K	$0	1	0.09%	Maintained