← 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
VAG
VisionPoint Advisory Group
Texas
$1.89K $0 1 0% Maintained
1102
AWM
Abound Wealth Management
Tennessee
$1.86K -$3.29K 2 0% Reduced
1103
RAM
Riggs Asset Management
Pennsylvania
$1.84K +$841 2 0% Increased
1104
TCM
TD Capital Management
Tennessee
$1.62K $0 1 0% Maintained
1105
TCOV
Trust Company of Vermont
Vermont
$1.51K -$1.71K 1 0% Reduced
1106
GWSA
Global Wealth Strategies & Associates
Colorado
$1.5K $0 1 0% Maintained
1107
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.49K $0 1 0% Maintained
1108
PWA
Provenance Wealth Advisors
Florida
$1.34K $0 1 0% Maintained
1109
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1.29K $0 2 0% Maintained
1110
Montag & Associates
Montag & Associates
Georgia
$1.28K $0 1 0% Maintained
1111
QPBE
Quintet Private Bank (Europe)
Luxembourg
$1.27K +$45 1 0% Increased
1112
HCM
Hollencrest Capital Management
California
$1.23K $0 2 0% Maintained
1113
WB
Webster Bank
Connecticut
$1.22K $0 1 0% Maintained
1114
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$1.14K $0 2 0% Maintained
1115
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K +$1.02K 1 0% New
1116
PGAM
Princeton Global Asset Management
New Jersey
$1.02K $0 2 0% Maintained
1117
SRCM
Signature Resources Capital Management
California
$1.02K $0 1 0% Maintained
1118
AW
Avion Wealth
Texas
$1K $0 4 0% Maintained
1119
PA
Pineridge Advisors
Missouri
$945 $0 1 0% Maintained
1120
CSWM
Cassady Schiller Wealth Management
Ohio
$937 $0 1 0% Maintained
1121
FGA
Fortis Group Advisors
New Jersey
$907 $0 1 0% Maintained
1122
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$875 $0 2 0% Maintained
1123
PCFFS
Pacific Center for Financial Services
California
$874 $0 1 0% Maintained
1124
CHC
City Holding Co
West Virginia
$757 $0 1 0% Maintained
1125
AA
Addison Advisors
Vermont
$756 $0 1 0% Maintained