← 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	GEA Glen Eagle Advisors Kingston, New Jersey	$37.3K	+$24.7K	1	0.01%	Increased
1052	BCM Blume Capital Management Berkeley, California	$37K	$0	1	0.01%	Maintained
1053	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$37K	+$11.7K	2	0%	Increased
1054	PineBridge Investments New York	$37K	+$32.4K	1	0%	New
1055	VCM Versant Capital Management Phoenix, Arizona	$37K	+$1.96K	5	0.01%	Increased
1056	WhitTier Trust Company Reno, Nevada	$36K	-$13K	2	0%	Reduced
1057	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$35K	+$14.6K	4	0.02%	Increased
1058	Salem Investment Counselors Winston Salem, North Carolina	$34K	+$455	4	0%	Increased
1059	TCM Tradewinds Capital Management Bellingham, Washington	$34K	-$1.58K	3	0.01%	Reduced
1060	TWM Tradition Wealth Management Edina, Minnesota	$34K	+$4.66K	2	0%	Increased
1061	MassMutual Private Wealth & Trust Windsor, Connecticut	$33K	+$7.28K	2	0%	Increased
1062	SWM Sugarloaf Wealth Management Duluth, Georgia	$32K	$0	2	0.01%	Maintained
1063	Covington Capital Management Los Angeles, California	$31K	$0	2	0%	Maintained
1064	IPW IronBridge Private Wealth Austin, Texas	$31K	+$24.7K	1	0.02%	New
1065	PB Pinnacle Bancorp Beatrice, Nebraska	$31K	+$8.38K	2	0.01%	Increased
1066	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$28K	+$23.5K	3	0.01%	New
1067	WOC West Oak Capital Westlake Village, California	$28K	$0	2	0.01%	Maintained
1068	Benjamin Edwards Inc Clayton, Missouri	$26K	+$18.8K	3	0.01%	Increased
1069	C Certuity North Palm Beach, Florida	$26K	$0	1	0.01%	Maintained
1070	ASW Astoria Strategic Wealth Conroe, Texas	$25K	$0	1	0.01%	Maintained
1071	HWM HighMark Wealth Management St. Paul, Minnesota	$25K	$0	4	0.02%	Maintained
1072	TSWM Tyler-Stone Wealth Management Beachwood, Ohio	$25K	+$23.2K	3	0.01%	New
1073	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$24K	$0	2	0%	Maintained
1074	Farmers & Merchants Investments Inc Lincoln, Nebraska	$24K	$0	2	0%	Maintained
1075	Jones Financial Companies Des Peres, Missouri	$24K	+$6.19K	2	0%	Increased