← 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
1126	GIP Greatmark Investment Partners Columbus, Georgia	$44.4K	$0	1	0.01%	Maintained
1127	BIA Bell Investment Advisors Oakland, California	$44.4K	-$94	6	0.01%	Reduced
1128	OGF Orin Green Financial San Diego, California	$44.3K	-$44.6K	0	–	Closed
1129	PHS Pekin Hardy Strauss Chicago, Illinois	$44.3K	$0	1	0.01%	Maintained
1130	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$44.3K	$0	1	0.01%	Maintained
1131	NRG Nemes Rush Group Novi, Michigan	$43.8K	+$20K	2	0.01%	Increased
1132	Harbour Investments Madison, Wisconsin	$43.5K	+$555	5	0%	Increased
1133	MCF Advisors Covington, Kentucky	$42.4K	$0	4	0%	Maintained
1134	BHWM Beaird Harris Wealth Management Dallas, Texas	$42.2K	$0	1	0%	Maintained
1135	OCM Orion Capital Management Coronado, California	$42.2K	+$35.7K	1	0.02%	New
1136	FIA FNY Investment Advisers New York	$42K	+$15.4K	1	0.02%	Increased
1137	TC Torno Capital Cohasset, Massachusetts	$42K	+$39K	1	0%	New
1138	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$41.3K	+$30.6K	1	0.02%	New
1139	LI LRI Investments Palm Beach Gardens, Florida	$41.3K	+$485	5	0%	Increased
1140	CH Cromwell Holdings Jackson, Wyoming	$41.1K	$0	1	0.02%	Maintained
1141	Mather Group Chicago, Illinois	$40.8K	+$7.93K	3	0%	Increased
1142	WWM Wolff Wiese Magana Carslbad, California	$40.6K	-$5.07K	3	0.03%	Reduced
1143	LFA LGT Financial Advisors Dallas, Texas	$38.9K	+$35.4K	3	0.09%	Increased
1144	IRC Investors Research Corp Atlanta, Georgia	$38.8K	$0	2	0.01%	Maintained
1145	MAM Meeder Asset Management Dublin, Ohio	$38.3K	+$28K	1	0%	New
1146	SWM Sugarloaf Wealth Management Duluth, Georgia	$37.4K	$0	2	0.01%	Maintained
1147	Spire Wealth Management Mclean, Virginia	$36.9K	+$19K	2	0%	Increased
1148	VHAM Van Hulzen Asset Management El Dorado Hills, California	$36.4K	+$27.8K	2	0%	New
1149	OWP ORG Wealth Partners Dallas, Texas	$36.2K	+$35.1K	1	0.01%	New
1150	ACM Accent Capital Management Centerville, Ohio	$36K	-$12.7K	2	0.02%	Reduced