← 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
1001	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$1K	$0	2	0%	Maintained
1002	ACA Atlas Capital Advisors Jackson, Wyoming	$330	$0	1	0%	Maintained
1003	WIM Westside Investment Management Santa Monica, California	$2	-$7.56K	2	0%	Reduced
1004	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$241K	0	–	Closed
1005	AUIM Aegon USA Investment Management Cedar Rapids, Iowa	$0	-$324K	0	–	Closed
1006	AWM AllSquare Wealth Management Albany, New York	$0	-$38K	0	–	Closed
1007	AP Arlington Partners Birmingham, Alabama	$0	-$1K	0	–	Closed
1008	AI Atom Investors Austin, Texas	$0	-$130K	0	–	Closed
1009	Avalon Investment & Advisory Houston, Texas	$0	-$724K	0	–	Closed
1010	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$0	-$195K	0	–	Closed
1011	BCM Beck Capital Management Austin, Texas	$0	-$3.15M	0	–	Closed
1012	CT Caldwell Trust Venice, Florida	$0	-$9	0	–	Closed
1013	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$0	$0	1	0%	Maintained
1014	CWP CFM Wealth Partners Austin, Texas	$0	-$18.8K	1	0%	Reduced
1015	Citizens Financial Group Providence, Rhode Island	$0	+$152	1	0%	New
1016	CGL Clarius Group LLC Seattle, Washington	$0	-$39K	0	–	Closed
1017	Clearstead Advisors Cleveland, Ohio	$0	-$1K	0	–	Closed
1018	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$0	$0	1	0%	Maintained
1019	CCPM Cooper Creek Partners Management New York	$0	-$1.71M	0	–	Closed
1020	CIM Cowen Investment Management New York	$0	-$1.01M	0	–	Closed
1021	CL CSS LLC Chicago, Illinois	$0	-$3K	0	–	Closed
1022	CCB Cutter & Co Brokerage Ballwin, Missouri	$0	-$177K	0	–	Closed
1023	DWM Darwin Wealth Management Tampa, Florida	$0	-$7K	0	–	Closed
1024	DRW Securities Chicago, Illinois	$0	-$34K	0	–	Closed
1025	EGI EAM Global Investors Solana Beach, California	$0	-$1.22M	0	–	Closed