← 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
1101	CFO CVA Family Office Denver, Colorado	$2K	$0	1	0%	Maintained
1102	GH GAM Holding Zurich, Switzerland	$2K	-$219K	1	0%	Reduced
1103	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$2K	+$2.09K	1	0%	New
1104	GWSG GPS Wealth Strategies Group Centennial, Colorado	$2K	+$2.92K	2	0%	New
1105	LF Lee Financial Dallas, Texas	$2K	$0	2	0%	Maintained
1106	NSIM North Star Investment Management Chicago, Illinois	$2K	+$1.31K	1	0%	Increased
1107	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
1108	TCWA Ten Capital Wealth Advisors Spokane, Washington	$2K	+$1.04K	2	0%	Increased
1109	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$2K	$0	1	0%	Maintained
1110	AWM Activest Wealth Management Aventure, Florida	$1K	+$751	1	0%	New
1111	AFS Annapolis Financial Services Annapolis, Maryland	$1K	$0	1	0%	Maintained
1112	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1K	+$826	1	0%	New
1113	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
1114	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$1K	+$626	1	0%	Increased
1115	CHC City Holding Co Charleston, West Virginia	$1K	+$835	1	0%	New
1116	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$1K	$0	1	0%	Maintained
1117	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$1K	+$1.04K	1	0%	New
1118	DAM Delta Asset Management Memphis, Tennessee	$1K	+$626	1	0%	New
1119	FP Fiduciary Planning Englewood, Florida	$1K	$0	1	0%	Maintained
1120	HWA HHM Wealth Advisors Chattanooga, Tennessee	$1K	$0	1	0%	Maintained
1121	JWBC John W. Brooker & Co Oakland, California	$1K	$0	1	0%	Maintained
1122	LCM Logan Capital Management Newtown Square, Pennsylvania	$1K	+$543	1	0%	New
1123	MI Markston International White Plains, New York	$1K	$0	1	0%	Maintained
1124	ME McIlrath & Eck Arlington, Washington	$1K	+$772	2	0%	Increased
1125	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained