← 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	GCM Gladius Capital Management Chicago, Illinois	$28K	-$6.07K	1	0%	Reduced
1002	HWM Hohimer Wealth Management Seattle, Washington	$27.6K	-$368K	1	0.01%	Reduced
1003	Mather Group Chicago, Illinois	$27.3K	-$3.95K	3	0%	Reduced
1004	PP PFS Partners Mine Hill, New Jersey	$26.4K	$0	2	0.02%	Maintained
1005	FIA FNY Investment Advisers New York	$26K	-$11.8K	1	0.01%	Reduced
1006	ACM Aster Capital Management Dubai, United Arab Emirates	$25.7K	+$21.9K	1	0.01%	New
1007	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$24.9K	+$22.9K	3	0%	New
1008	BFPW BOK Financial Private Wealth Denver, Colorado	$24.6K	+$21.1K	1	0%	New
1009	TFA Toth Financial Advisory Leesburg, Virginia	$24.5K	-$3.13K	2	0%	Reduced
1010	SSB Sandy Spring Bank Olney, Maryland	$24K	-$29.2K	2	0%	Reduced
1011	M MOTCO San Antonio, Texas	$23.2K	$0	3	0%	Maintained
1012	HWM Hemington Wealth Management Falls Church, Virginia	$22K	+$19.4K	4	0.01%	New
1013	PWMG Private Wealth Management Group Princeton, New Jersey	$21.4K	$0	5	0.01%	Maintained
1014	CAL Capital Advisors Ltd Shaker Heights, Ohio	$21K	-$7.07K	2	0%	Reduced
1015	NRG Nemes Rush Group Novi, Michigan	$19.8K	$0	1	0%	Maintained
1016	SIS Sound Income Strategies Ft Lauderdale, Florida	$19.3K	$0	2	0%	Maintained
1017	KFI Key Financial Inc West Chester, Pennsylvania	$19.2K	$0	3	0%	Maintained
1018	SSG Summit Securities Group New York	$19K	-$92.9K	2	0.01%	Reduced
1019	W WealthCollab Bellevue, Washington	$18.5K	$0	2	0.01%	Maintained
1020	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$18.2K	-$14K	1	0%	Reduced
1021	CB Community Bank Dewitt, New York	$17.8K	$0	1	0%	Maintained
1022	VWM Venturi Wealth Management Austin, Texas	$16.2K	+$7.12K	3	0%	Increased
1023	EBA Eagle Bay Advisors New York	$15.2K	-$7.53K	3	0.01%	Reduced
1024	PB Pinnacle Bancorp Beatrice, Nebraska	$15.1K	+$12.9K	1	0%	New
1025	FAM Flaharty Asset Management Clearwater, Florida	$14.8K	+$12.6K	1	0%	New