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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
1151
SC
Schubert & Co
Texas
$6K +$1.63K 4 0.01% Increased
1152
RWM
Raffa Wealth Management
District of Columbia
$5.09K +$1.93K 3 0% Increased
1153
1IA
1834 Investment Advisors
Wisconsin
$5K $0 1 0% Maintained
1154
AA
AlphaMark Advisors
Kentucky
$5K $0 2 0% Maintained
1155
BDWM
Brewin Dolphin Wealth Management
Ireland
$5K -$28.1K 1 0% Reduced
1156
CHA
Carmichael Hill & Associates
Maryland
$5K -$7K 1 0% Reduced
1157
COCM
Charter Oak Capital Management
New Hampshire
$5K $0 1 0% Maintained
1158
DHGWA
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K +$2.93K 2 0% Increased
1159
HI
Hoey Investments
Pennsylvania
$5K +$4.34K 1 0% New
1160
PC
Pier Capital
Connecticut
$5K $0 1 0% Maintained
1161
SIC
SJS Investment Consulting
Ohio
$5K +$955 5 0% Increased
1162
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$5K +$476 2 0% Increased
1163
TFP
Tilia Fiduciary Partners
North Carolina
$5K $0 1 0% Maintained
1164
TF
Tompkins Financial
New York
$5K +$3.4K 2 0% Increased
1165
AF
Arrow Financial
New York
$4K $0 1 0% Maintained
1166
CFO
CVA Family Office
Colorado
$4K +$1.31K 2 0% Increased
1167
FCG
Financial Connections Group
California
$4K -$5.54K 2 0% Reduced
1168
JEST
JTC Employer Solutions Trustee
Jersey
$4K $0 1 0% Maintained
1169
NSIM
North Star Investment Management
Illinois
$4K $0 1 0% Maintained
1170
OC
Oakworth Capital
Alabama
$4K $0 1 0% Maintained
1171
RE
RBC Europe
United Kingdom
$4K $0 2 0% Maintained
1172
RG
Retirement Group
California
$4K +$3.4K 1 0% New
1173
FFA
Fairfield Financial Advisors
Massachusetts
$3.04K +$3.05K 1 0% New
1174
DI
Disciplined Investments
Oklahoma
$3K +$4.45K 4 0% New
1175
EWM
Evermay Wealth Management
Virginia
$3K $0 2 0% Maintained