← 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	NSIM North Star Investment Management Chicago, Illinois	$2.59K	+$8	1	0%	Increased
1002	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.25K	$0	2	0%	Maintained
1003	RF Robbins Farley Bedford, New Hampshire	$2.2K	$0	1	0%	Maintained
1004	Exchange Traded Concepts Oklahoma City, Oklahoma	$2.06K	-$21.1K	1	0%	Reduced
1005	AWM Abound Wealth Management Franklin, Tennessee	$2.03K	$0	3	0%	Maintained
1006	CMP Coston McIsaac & Partners Bar Harbor, Maine	$2K	$0	1	0%	Maintained
1007	FCG Financial Connections Group Corte Madera, California	$2K	$0	1	0%	Maintained
1008	CWP Concord Wealth Partners Abingdon, Virginia	$1.98K	$0	2	0%	Maintained
1009	EWP Elevation Wealth Partners Santa Rosa, California	$1.93K	$0	1	0%	Maintained
1010	MIA Milestone Investment Advisors Middleton, Wisconsin	$1.63K	+$1.48K	1	0%	New
1011	CCA Column Capital Advisors Indianapolis, Indiana	$1.56K	$0	2	0%	Maintained
1012	TWP TFO Wealth Partners Maumee, Ohio	$1.43K	+$1.34K	2	0%	Increased
1013	SWA Sutton Wealth Advisors Tampa, Florida	$1.35K	-$559	2	0%	Reduced
1014	HM Payson & Co Portland, Maine	$1.33K	+$79	2	0%	Increased
1015	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.28K	+$123	5	0%	Increased
1016	Montag & Associates Atlanta, Georgia	$1.26K	$0	1	0%	Maintained
1017	Washington Trust Westerly, Rhode Island	$1.22K	+$152	1	0%	Increased
1018	WB Webster Bank Waterbury, Connecticut	$1.2K	+$1.27K	1	0%	New
1019	HCM Hollencrest Capital Management Newport Beach, California	$1.16K	$0	2	0%	Maintained
1020	BOK Financial Tulsa, Oklahoma	$1.12K	-$38.5K	2	0%	Reduced
1021	TCM TD Capital Management Memphis, Tennessee	$1.11K	-$12.8K	1	0%	Reduced
1022	ANBT American National Bank & Trust Wichita Falls, Texas	$1.06K	$0	3	0%	Maintained
1023	PGAM Princeton Global Asset Management Princeton, New Jersey	$997	$0	2	0%	Maintained
1024	SWM Sanctuary Wealth Management Pocatello, Idaho	$992	$0	1	0%	Maintained
1025	ECM Estabrook Capital Management New York	$979	$0	1	0%	Maintained