← 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	CWM Cedar Wealth Management Walnut Creek, California	$261	-$921	1	0%	Reduced
1102	TCWA Ten Capital Wealth Advisors Spokane, Washington	$261	-$491	1	0%	Reduced
1103	DAM Delta Asset Management Memphis, Tennessee	$232	+$231	1	0%	New
1104	MPCL My Personal CFO LLC Vancouver, Washington	$209	+$246	1	0%	New
1105	SVCP Silicon Valley Capital Partners San Jose, California	$209	+$246	1	0%	New
1106	GIA GHP Investment Advisors Denver, Colorado	$190	-$949	1	0%	Reduced
1107	PG Proffitt & Goodson Knoxville, Tennessee	$153	$0	1	0%	Maintained
1108	CA Corrado Advisors Ramsey, New Jersey	$130	+$129	1	0%	New
1109	TAM Tucker Asset Management Littleton, Colorado	$104	$0	1	0%	Maintained
1110	CIBC Private Wealth Group Atlanta, Georgia	$86	+$85.6K	1	0%	New
1111	BC Barrett & Company Providence, Rhode Island	$79	$0	1	0%	Maintained
1112	AWM Align Wealth Management Oklahoma City, Oklahoma	$73	+$78	1	0%	New
1113	Independent Advisor Alliance Charlotte, North Carolina	$72	-$60	2	0%	Reduced
1114	LB Legacy Bridge West Des Moines, Iowa	$70	$0	1	0%	Maintained
1115	FWA FSC Wealth Advisors Fishkill, New York	$32	-$461	1	0%	Reduced
1116	MIM Macroview Investment Management Bethesda, Maryland	$32	$0	1	0%	Maintained
1117	GWSA Global Wealth Strategies & Associates Denver, Colorado	$19	+$18	1	0%	New
1118	HS Horan Securities Cincinnati, United States	$19	$0	1	0%	Maintained
1119	HRC Hoertkorn Richard Charles	$14	$0	1	0%	Maintained
1120	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$1.02K	0	–	Closed
1121	APF Alaska Permanent Fund Juneau, Alaska	$0	$0	0	–	Closed
1122	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$73K	0	–	Closed
1123	ACM AlphaCrest Capital Management New York	$0	-$3.3M	0	–	Closed
1124	AFS Annapolis Financial Services Annapolis, Maryland	$0	$0	0	–	Closed
1125	AC Apogem Capital New York	$0	-$734K	0	–	Closed