← 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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K $0 1 0% Maintained
1102
MCF Advisors
MCF Advisors
Kentucky
$5K $0 1 0% Maintained
1103
PFBT
Parkside Financial Bank & Trust
Missouri
$5K -$64 4 0% Reduced
1104
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$5K +$1.65K 2 0% Increased
1105
TIM
Tortoise Investment Management
New York
$5K $0 2 0% Maintained
1106
COCM
Charter Oak Capital Management
New Hampshire
$4K $0 1 0% Maintained
1107
CMP
Coston McIsaac & Partners
Maine
$4K +$4.28K 2 0% New
1108
CA
Crewe Advisors
Utah
$4K +$4.25K 2 0% New
1109
NMG
New Millennium Group
Utah
$4K +$4.27K 1 0% New
1110
PC
Pier Capital
Connecticut
$4K $0 1 0% Maintained
1111
TF
Tompkins Financial
New York
$4K $0 2 0% Maintained
1112
RWM
Raffa Wealth Management
District of Columbia
$3.22K -$1.25K 2 0% Reduced
1113
AA
AlphaMark Advisors
Kentucky
$3K $0 2 0% Maintained
1114
AF
Arrow Financial
New York
$3K $0 1 0% Maintained
1115
DI
Disciplined Investments
Oklahoma
$3K -$299 4 0% Reduced
1116
FCG
Financial Connections Group
California
$3K -$405 2 0% Reduced
1117
HM Payson & Co
HM Payson & Co
Maine
$3K -$2K 2 0% Reduced
1118
JEST
JTC Employer Solutions Trustee
Jersey
$3K $0 1 0% Maintained
1119
NSIM
North Star Investment Management
Illinois
$3K +$5 1 0% Increased
1120
OC
Oakworth Capital
Alabama
$3K $0 1 0% Maintained
1121
RG
Retirement Group
California
$3K $0 1 0% Maintained
1122
SSG
Summit Securities Group
New York
$3K -$125K 2 0% Reduced
1123
TFP
Tilia Fiduciary Partners
North Carolina
$3K $0 1 0% Maintained
1124
AW
ACG Wealth
Georgia
$2K +$1.97K 2 0% New
1125
CWM
Cedar Wealth Management
California
$2K $0 1 0% Maintained