← 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	NECFA New England Capital Financial Advisors Meriden, Connecticut	$2.25K	$0	2	0%	Maintained
1052	LFA LGT Financial Advisors Dallas, Texas	$2.23K	-$5.64K	1	0%	Reduced
1053	ANBT American National Bank & Trust Wichita Falls, Texas	$2.12K	+$1.77K	1	0%	Increased
1054	CWP Concord Wealth Partners Abingdon, Virginia	$2.02K	+$4	2	0%	Increased
1055	CA Continuum Advisory Eagle, Idaho	$1.92K	+$1.99K	2	0%	New
1056	MFG Mendota Financial Group Madison, Wisconsin	$1.89K	$0	1	0%	Maintained
1057	FFWA FRG Family Wealth Advisors Bellevue, Washington	$1.82K	+$1.78K	1	0%	New
1058	EWP Elevation Wealth Partners Santa Rosa, California	$1.82K	$0	1	0%	Maintained
1059	ECM Estabrook Capital Management New York	$1.82K	$0	1	0%	Maintained
1060	CFO CVA Family Office Denver, Colorado	$1.8K	$0	1	0%	Maintained
1061	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$1.77K	-$33.8K	1	0%	Reduced
1062	VAG VisionPoint Advisory Group Dallas, Texas	$1.77K	+$1.78K	1	0%	New
1063	GIA GHP Investment Advisors Denver, Colorado	$1.66K	-$7	2	0%	Reduced
1064	TCM TD Capital Management Memphis, Tennessee	$1.6K	$0	1	0%	Maintained
1065	TD Private Client Wealth New York	$1.56K	-$88.4K	2	0%	Reduced
1066	Montag & Associates Atlanta, Georgia	$1.2K	$0	1	0%	Maintained
1067	QPBE Quintet Private Bank (Europe) Luxembourg	$1.18K	-$28K	1	0%	Reduced
1068	HCM Hollencrest Capital Management Newport Beach, California	$1.15K	$0	2	0%	Maintained
1069	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$1.15K	$0	1	0%	Maintained
1070	WB Webster Bank Waterbury, Connecticut	$1.14K	$0	1	0%	Maintained
1071	PGAM Princeton Global Asset Management Princeton, New Jersey	$1.1K	$0	2	0%	Maintained
1072	BCH Berkshire Capital Holdings San Jose, California	$1.1K	+$548	2	0%	Increased
1073	Bogart Wealth LLC Mclean, Virginia	$1.1K	$0	2	0%	Maintained
1074	Salem Investment Counselors Winston Salem, North Carolina	$1.06K	-$6.05K	2	0%	Reduced
1075	SRCM Signature Resources Capital Management Newport Beach, California	$1.05K	$0	1	0%	Maintained