← 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
1026	GA Gateway Advisory Westfield, New Jersey	$62K	$0	1	0.01%	Maintained
1027	MCM Manchester Capital Management Manchester, Vermont	$62K	+$579	6	0.01%	Increased
1028	FWM Focused Wealth Management Newburgh, New York	$61K	+$1.54K	4	0.01%	Increased
1029	PCC Park Circle Company Baltimore, Maryland	$58K	$0	2	0.05%	Maintained
1030	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$58K	-$60.8K	4	0.01%	Reduced
1031	OGF Orin Green Financial San Diego, California	$57K	$0	1	0.04%	Maintained
1032	CMF Counterpoint Mutual Funds San Diego, California	$56K	+$15.4K	2	0.05%	Increased
1033	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$56K	+$52.7K	1	0.04%	New
1034	Chicago Partners Investment Group Chicago, Illinois	$55K	$0	1	0%	Maintained
1035	TCI Wealth Advisors Tucson, Arizona	$55K	-$7.16K	7	0.01%	Reduced
1036	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$53K	+$3.21K	3	0.04%	Increased
1037	AGM Alpine Global Management New York	$52K	+$81.5K	1	0.01%	New
1038	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$52K	+$49.5K	2	0.03%	New
1039	Benjamin F. Edwards & Company St. Louis, Missouri	$50K	-$1.17K	3	0%	Reduced
1040	BWM BerganKDV Wealth Management Bloomington, Minnesota	$50K	$0	2	0.01%	Maintained
1041	Allworth Financial Folsom, California	$49K	-$5.28K	3	0%	Reduced
1042	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$49K	-$261K	1	0%	Reduced
1043	PMFA Plante Moran Financial Advisors Southfield, Michigan	$49K	-$70K	1	0.01%	Reduced
1044	AWM AllSquare Wealth Management Albany, New York	$48K	$0	1	0.03%	Maintained
1045	GWS Glassman Wealth Services Vienna, Virginia	$48K	+$14K	4	0.01%	Increased
1046	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$46K	+$40.1K	5	0.07%	New
1047	SC Sierra Capital Miami, Florida	$46K	$0	2	0.01%	Maintained
1048	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$44K	$0	3	0.02%	Maintained
1049	RFA Reilly Financial Advisors La Mesa, California	$40K	-$38K	3	0%	Reduced
1050	Huntington National Bank Columbus, Ohio	$39K	-$90.8K	4	0%	Reduced