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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
Nicolet Advisory Services
Nicolet Advisory Services
Wisconsin
$75.1K $0 1 0.01% Maintained
1002
RA
Rise Advisors
New York
$73.6K -$22.3K 6 0.03% Reduced
1003
Keel Point
Keel Point
Alabama
$72.8K +$9.37K 1 0.01% Increased
1004
Abacus Planning Group
Abacus Planning Group
South Carolina
$72.2K $0 1 0.01% Maintained
1005
CoreCap Advisors
CoreCap Advisors
Michigan
$71.8K -$75.8K 8 0% Reduced
1006
Massar Capital Management
Massar Capital Management
Connecticut
$71.5K -$3.06M 1 0.08% Reduced
1007
Sunbelt Securities
Sunbelt Securities
Texas
$71.2K $0 4 0.01% Maintained
1008
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$70.2K $0 2 0.01% Maintained
1009
Ancora Advisors
Ancora Advisors
Ohio
$69.7K $0 2 0% Maintained
1010
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$69K -$1.75M 1 0% Reduced
1011
CWM
Consultiva Wealth Management
Puerto Rico
$69K +$64K 1 0.24% New
1012
WAP
Wealthcare Advisory Partners
Pennsylvania
$68.6K +$63.7K 1 0% New
1013
Greenspring Advisors
Greenspring Advisors
Maryland
$68.4K $0 1 0.02% Maintained
1014
Daiwa Securities Group
Daiwa Securities Group
Japan
$68K -$118K 4 0% Reduced
1015
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$67.9K $0 1 0% Maintained
1016
Legacy Financial Advisors
Legacy Financial Advisors
Kentucky
$67.8K +$62.9K 1 0.01% New
1017
Genus Capital Management
Genus Capital Management
British Columbia, Canada
$67.7K +$62.9K 1 0.01% New
1018
CMBA
C.M. Bidwell & Associates
Hawaii
$66.6K +$84.9K 1 0.04% New
1019
Colonial Trust
Colonial Trust
South Carolina
$65.4K -$2.44K 2 0.01% Reduced
1020
CWM
Cranbrook Wealth Management
Michigan
$64.6K $0 1 0.02% Maintained
1021
HPM
Hudson Portfolio Management
New York
$64.1K -$22.5K 1 0.06% Reduced
1022
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth
Pennsylvania
$64K +$16.8K 2 0.01% Increased
1023
SIAG
Safeguard Investment Advisory Group
California
$63.8K +$59.3K 1 0.02% New
1024
AIA
Alternative Investment Advisors
Florida
$63.4K $0 1 0.03% Maintained
1025
Northside Capital Management
Northside Capital Management
Oregon
$63.2K $0 1 0.01% Maintained