← 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	MLA MB, Levis & Associates Center Valley, Pennsylvania	$339	$0	1	0%	Maintained
1102	CWM Cedar Wealth Management Walnut Creek, California	$270	$0	1	0%	Maintained
1103	TCWA Ten Capital Wealth Advisors Spokane, Washington	$270	$0	1	0%	Maintained
1104	TWP TFO Wealth Partners Maumee, Ohio	$247	-$4.92K	2	0%	Reduced
1105	DAM Delta Asset Management Memphis, Tennessee	$246	$0	1	0%	Maintained
1106	SVCP Silicon Valley Capital Partners San Jose, California	$216	$0	1	0%	Maintained
1107	SWA SOA Wealth Advisors New York	$182	-$12.8K	2	0%	Reduced
1108	PG Proffitt & Goodson Knoxville, Tennessee	$158	$0	1	0%	Maintained
1109	PPWM PFG Private Wealth Management Lutz, Florida	$108	$0	1	0%	Maintained
1110	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$98	-$94	1	0%	Reduced
1111	BC Barrett & Company Providence, Rhode Island	$83	$0	1	0%	Maintained
1112	GAG Goodman Advisory Group Needham, Massachusetts	$74	+$71	1	0%	New
1113	LB Legacy Bridge West Des Moines, Iowa	$74	$0	1	0%	Maintained
1114	FWA FSC Wealth Advisors Fishkill, New York	$34	$0	1	0%	Maintained
1115	CFD Creative Financial Designs Kokomo, Indiana	$20	+$19	1	0%	New
1116	HS Horan Securities Cincinnati, United States	$20	$0	1	0%	Maintained
1117	HRC Hoertkorn Richard Charles	$15	$0	1	0%	Maintained
1118	AWM Accurate Wealth Management Wesley Chapel, Florida	$0	-$10.1K	0	–	Closed
1119	ACM Acrisure Capital Management Austin, Texas	$0	-$232K	0	–	Closed
1120	AAMA Advanced Asset Management Advisors Dublin, Ohio	$0	-$5.39K	0	–	Closed
1121	AR Advisory Research Chicago, Illinois	$0	-$349K	0	–	Closed
1122	AA AlphaMark Advisors Ft. Wright, Kentucky	$0	-$2K	0	–	Closed
1123	Altshuler Shaham Tel Aviv, Israel	$0	-$39.6K	0	–	Closed
1124	AWG Altus Wealth Group Colorado Springs, Colorado	$0	-$43.1K	0	–	Closed
1125	ASBI American State Bank (Iowa) Sioux Center, Iowa	$0	-$1.12K	0	–	Closed