← 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
APG Asset Management
APG Asset Management
Netherlands
$0 -$1.8M 0 – Closed
1002
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$0 -$5K 0 – Closed
1003
ARTA
A.R.T. Advisors
New York
$0 -$734K 0 – Closed
1004
ACA
Atlas Capital Advisors
Wyoming
$0 -$330 0 – Closed
1005
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$592K 0 – Closed
1006
BDF
Balasa Dinverno & Foltz
$0 -$243K 0 – Closed
1007
BWP
Baldwin Wealth Partners
Massachusetts
$0 -$61K 0 – Closed
1008
Balentine LLC
Balentine LLC
Georgia
$0 -$10K 0 – Closed
1009
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$0 -$3.98M 0 – Closed
1010
Bartlett & Co
Bartlett & Co
Ohio
$0 +$9 1 0% New
1011
BFIM
Beese Fulmer Investment Management
Ohio
$0 -$16K 0 – Closed
1012
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$282K 0 – Closed
1013
Braun Stacey Associates
Braun Stacey Associates
New York
$0 -$13.5M 0 – Closed
1014
BRWM
B. Riley Wealth Management
Tennessee
$0 -$51K 0 – Closed
1015
CGM
Capital Growth Management
Massachusetts
$0 -$14.5M 0 – Closed
1016
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$448K 0 – Closed
1017
CMA
Cedar Mountain Advisors
Oregon
$0 $0 1 0% Maintained
1018
Centiva Capital
Centiva Capital
New York
$0 -$166K 0 – Closed
1019
CWP
CFM Wealth Partners
Texas
$0 $0 0 – Closed
1020
CIC
Chase Investment Counsel
Virginia
$0 -$1.07M 0 – Closed
1021
CI
Cigna Investments
Connecticut
$0 -$603K 0 – Closed
1022
Citizens Financial Group
Citizens Financial Group
Rhode Island
$0 $0 0 – Closed
1023
CAN
Claraphi Advisory Network
United States
$0 -$209K 0 – Closed
1024
ClearBridge Investments
ClearBridge Investments
New York
$0 -$67K 0 – Closed
1025
CB
CNB Bank
Pennsylvania
$0 -$1K 1 0% Reduced