← 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	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$374	$0	2	0%	Maintained
1052	IPW Impact Partnership Wealth Marietta, Georgia	$374	-$85	1	0%	Reduced
1053	NCM Northwest Capital Management Lake Oswego, Oregon	$374	$0	1	0%	Maintained
1054	NMG New Millennium Group Sandy, Utah	$355	+$375	1	0%	New
1055	Avior Wealth Management Omaha, Nebraska	$330	-$334K	2	0%	Reduced
1056	JMF Johnson Midwest Financial Glidden, Iowa	$314	$0	1	0%	Maintained
1057	LCM Logan Capital Management Newtown Square, Pennsylvania	$296	$0	1	0%	Maintained
1058	ACA Atlas Capital Advisors Jackson, Wyoming	$280	$0	1	0%	Maintained
1059	MLA MB, Levis & Associates Center Valley, Pennsylvania	$258	$0	1	0%	Maintained
1060	CFD Creative Financial Designs Kokomo, Indiana	$226	+$254	1	0%	New
1061	HIA Harbor Investment Advisory Lutherville, Maryland	$226	-$159K	1	0%	Reduced
1062	FSWA Financial Synergies Wealth Advisors Houston, Texas	$221	+$20	1	0%	Increased
1063	CFS CGC Financial Services Lake Oswego, Oregon	$187	$0	1	0%	Maintained
1064	DAM Delta Asset Management Memphis, Tennessee	$187	$0	1	0%	Maintained
1065	BC Barrett & Company Providence, Rhode Island	$181	+$117	2	0%	Increased
1066	PG Proffitt & Goodson Knoxville, Tennessee	$142	$0	1	0%	Maintained
1067	CSC Caldwell Sutter Capital Sausalito, California	$136	$0	1	0%	Maintained
1068	GWSG GPS Wealth Strategies Group Centennial, Colorado	$126	-$2.38K	1	0%	Reduced
1069	Chilton Capital Management Houston, Texas	$91	$0	1	0%	Maintained
1070	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$75	$0	1	0%	Maintained
1071	LB Legacy Bridge West Des Moines, Iowa	$57	$0	1	0%	Maintained
1072	RAM Riggs Asset Management Dallas, Pennsylvania	$57	$0	1	0%	Maintained
1073	FWA FSC Wealth Advisors Fishkill, New York	$26	$0	1	0%	Maintained
1074	HRC Hoertkorn Richard Charles	$11	$0	1	0%	Maintained
1075	2L 25 LLC St. Louis, Missouri	$0	-$3.02K	0	–	Closed