← 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	CB CNB Bank Clearfield, Pennsylvania	$372	$0	1	0%	Maintained
1102	DWA Delos Wealth Advisors Dallas, Texas	$354	$0	1	0%	Maintained
1103	NCM Northwest Capital Management Lake Oswego, Oregon	$354	$0	1	0%	Maintained
1104	SNB Security National Bank Omaha, Nebraska	$354	$0	1	0%	Maintained
1105	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$348	$0	2	0%	Maintained
1106	NF Norwood Financial Honesdale, Pennsylvania	$317	$0	1	0%	Maintained
1107	TWP TFO Wealth Partners Maumee, Ohio	$290	-$369	2	0%	Reduced
1108	LCM Logan Capital Management Newtown Square, Pennsylvania	$280	$0	1	0%	Maintained
1109	MLA MB, Levis & Associates Center Valley, Pennsylvania	$244	$0	1	0%	Maintained
1110	AFWM Abich Financial Wealth Management Ashburn, Virginia	$242	-$1.32K	1	0%	Reduced
1111	CFD Creative Financial Designs Kokomo, Indiana	$237	$0	1	0%	Maintained
1112	HIA Harbor Investment Advisory Lutherville, Maryland	$237	$0	1	0%	Maintained
1113	GPFA Game Plan Financial Advisors Westlake, Ohio	$235	$0	2	0%	Maintained
1114	FSWA Financial Synergies Wealth Advisors Houston, Texas	$234	-$57	1	0%	Reduced
1115	BC Barrett & Company Providence, Rhode Island	$207	$0	2	0%	Maintained
1116	PG Proffitt & Goodson Knoxville, Tennessee	$149	$0	1	0%	Maintained
1117	CSC Caldwell Sutter Capital Sausalito, California	$142	-$407	1	0%	Reduced
1118	GFPC Global Financial Private Client Sarasota, Florida	$96	$0	1	0%	Maintained
1119	Chilton Capital Management Houston, Texas	$95	$0	1	0%	Maintained
1120	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$71	$0	1	0%	Maintained
1121	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$64	-$128	1	0%	Reduced
1122	LB Legacy Bridge West Des Moines, Iowa	$54	$0	1	0%	Maintained
1123	HCM Highlander Capital Management Short Hills, New Jersey	$50	$0	1	0%	Maintained
1124	FG Fairman Group Chesterbrook, Pennsylvania	$49	+$53	1	0%	New
1125	MCM MidAtlantic Capital Management Richmond, Virginia	$47	$0	1	0%	Maintained