← 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	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.14K	$0	1	0%	Maintained
1002	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$3.11K	-$377	1	0%	Reduced
1003	CMP Coston McIsaac & Partners Bar Harbor, Maine	$3K	$0	1	0%	Maintained
1004	FWM FSA Wealth Management Needham, Massachusetts	$3K	+$3.4K	1	0%	New
1005	JEST JTC Employer Solutions Trustee St Helier, Jersey	$3K	$0	1	0%	Maintained
1006	RWM Raffa Wealth Management Washington, District of Columbia	$2.66K	$0	1	0%	Maintained
1007	NC NewSquare Capital Newtown Square, Pennsylvania	$2.62K	-$189K	2	0%	Reduced
1008	RF Robbins Farley Bedford, New Hampshire	$2.51K	$0	1	0%	Maintained
1009	GWSA Global Wealth Strategies & Associates Denver, Colorado	$2.49K	-$873	1	0%	Reduced
1010	NSIM North Star Investment Management Chicago, Illinois	$2.38K	+$3	1	0%	Increased
1011	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$2.36K	-$1.4K	2	0%	Reduced
1012	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.34K	$0	2	0%	Maintained
1013	CWP Concord Wealth Partners Abingdon, Virginia	$2.15K	+$3	2	0%	Increased
1014	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$2.1K	+$1.92K	3	0%	New
1015	MFG Mendota Financial Group Madison, Wisconsin	$2.1K	+$1.74K	1	0%	New
1016	AW Avion Wealth The Woodlands, Texas	$2K	+$577	3	0%	Increased
1017	FCG Financial Connections Group Corte Madera, California	$2K	+$204	2	0%	Increased
1018	EWP Elevation Wealth Partners Santa Rosa, California	$1.93K	$0	1	0%	Maintained
1019	AWM Abound Wealth Management Franklin, Tennessee	$1.93K	+$20	2	0%	Increased
1020	CFO CVA Family Office Denver, Colorado	$1.74K	+$1.73K	1	0%	New
1021	FGA Fortis Group Advisors Westwood, New Jersey	$1.64K	+$815	1	0%	Increased
1022	AWM Able Wealth Management Toms River, New Jersey	$1.55K	+$1.53K	1	0%	New
1023	AFWM Abich Financial Wealth Management Ashburn, Virginia	$1.54K	+$1.27K	1	0%	New
1024	AA Addison Advisors Middlebury, Vermont	$1.37K	+$679	1	0%	Increased
1025	LA LM Advisors San Diego, California	$1.36K	+$1.13K	1	0%	New