← 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
1051	JMF Johnson Midwest Financial Glidden, Iowa	$3K	-$4.07K	2	0%	Reduced
1052	KFI Key Financial Inc West Chester, Pennsylvania	$3K	$0	2	0%	Maintained
1053	LWP Laurel Wealth Planning Edina, Minnesota	$3K	+$3.1K	1	0%	Increased
1054	SouthState Corp Winter Haven, Florida	$3K	+$2.52K	1	0%	New
1055	SAM Strategic Asset Management Rochester, Minnesota	$3K	+$4.2K	1	0%	New
1056	TD Ameritrade Investment Management Omaha, Nebraska	$3K	+$1K	1	0%	Increased
1057	WIM Westside Investment Management Santa Monica, California	$2.4K	+$132K	3	0.01%	Increased
1058	Benjamin Edwards Inc Clayton, Missouri	$2K	+$2.22K	1	0%	New
1059	CCA Column Capital Advisors Indianapolis, Indiana	$2K	$0	1	0%	Maintained
1060	CFO CVA Family Office Denver, Colorado	$2K	-$11K	1	0%	Reduced
1061	GIA Goodwin Investment Advisory Woodstock, Georgia	$2K	+$1.86K	1	0%	New
1062	HWA HHM Wealth Advisors Chattanooga, Tennessee	$2K	$0	1	0%	Maintained
1063	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$2K	-$1.52K	2	0%	Reduced
1064	LF Lee Financial Dallas, Texas	$2K	-$1.67K	2	0%	Reduced
1065	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
1066	TCM TD Capital Management Memphis, Tennessee	$2K	$0	1	0%	Maintained
1067	TFS TrustCore Financial Services Brentwood, Tennessee	$2K	-$45.3K	1	0%	Reduced
1068	AWM Activest Wealth Management Aventure, Florida	$1K	$0	1	0%	Maintained
1069	AW Alaethes Wealth Glenbrook, Nevada	$1K	$0	1	0%	Maintained
1070	AFS Annapolis Financial Services Annapolis, Maryland	$1K	$0	1	0%	Maintained
1071	AW Avion Wealth The Woodlands, Texas	$1K	$0	1	0%	Maintained
1072	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1K	$0	1	0%	Maintained
1073	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1074	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$1K	$0	2	0%	Maintained
1075	CHC City Holding Co Charleston, West Virginia	$1K	$0	1	0%	Maintained