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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
1026
CWP
Concord Wealth Partners
Virginia
$6K -$5.82K 3 0% Reduced
1027
Country Trust Bank
Country Trust Bank
Illinois
$6K +$6.5K 1 0% New
1028
MUFG Americas
MUFG Americas
New York
$6K $0 1 0% Maintained
1029
PC
Pier Capital
Connecticut
$6K +$1.57K 1 0% Increased
1030
SIS
Sound Income Strategies
Florida
$6K -$697 1 0% Reduced
1031
1IA
1834 Investment Advisors
Wisconsin
$5K -$5K 1 0% Reduced
1032
AA
AlphaMark Advisors
Kentucky
$5K $0 2 0% Maintained
1033
COCM
Charter Oak Capital Management
New Hampshire
$5K $0 1 0% Maintained
1034
EARNEST Partners
EARNEST Partners
Georgia
$5K $0 1 0% Maintained
1035
EWA
Evolution Wealth Advisors
Florida
$5K $0 1 0% Maintained
1036
FCM
Firestone Capital Management
Florida
$5K $0 2 0% Maintained
1037
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$5K +$84 2 0% New
1038
MCF Advisors
MCF Advisors
Kentucky
$5K -$1.11K 1 0% Reduced
1039
NSIM
North Star Investment Management
Illinois
$5K $0 2 0% Maintained
1040
AF
Arrow Financial
New York
$4K $0 1 0% Maintained
1041
CFA
Cahill Financial Advisors
Minnesota
$4K +$4.17K 2 0% New
1042
CP
Corbenic Partners
Pennsylvania
$4K +$4.09K 1 0% New
1043
DP
Dundas Partners
United Kingdom
$4K +$4.05K 1 0% New
1044
JEST
JTC Employer Solutions Trustee
Jersey
$4K $0 1 0% Maintained
1045
OC
Oakworth Capital
Alabama
$4K $0 1 0% Maintained
1046
ODG
O'Dell Group
Ohio
$4K +$4.3K 2 0% New
1047
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$3.43K $0 1 0% Maintained
1048
RWM
Raffa Wealth Management
District of Columbia
$3.18K $0 2 0% Maintained
1049
AWMS
Advocacy Wealth Management Services
Georgia
$3K $0 1 0% Maintained
1050
EWM
Evermay Wealth Management
Virginia
$3K $0 2 0% Maintained