← 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
1201	SWA SOA Wealth Advisors New York	$0	$0	2	0%	Maintained
1202	Sowell Financial Services North Little Rock, Arkansas	$0	-$1.63M	0	–	Closed
1203	SCC Spring Creek Capital Wichita, Kansas	$0	-$244M	0	–	Closed
1204	SFO Standard Family Office Sioux Falls, South Dakota	$0	-$123K	0	–	Closed
1205	SB Strategic Blueprint Atlanta, Georgia	$0	-$5K	0	–	Closed
1206	SFS Strategic Financial Services Utica, New York	$0	-$59K	0	–	Closed
1207	Summit Partners Public Asset Management Boston, Massachusetts	$0	-$3.24M	0	–	Closed
1208	SSG Summit Securities Group New York	$0	-$978K	0	–	Closed
1209	SWG Summit Wealth Group White River Junction, Vermont	$0	-$2K	0	–	Closed
1210	SA swisspartners Advisors Zurich, Switzerland	$0	-$1.15M	0	–	Closed
1211	Thompson Siegel & Walmsley Richmond, Virginia	$0	$0	1	0%	Maintained
1212	TEE Tibra Equities Europe London, United Kingdom	$0	-$338K	0	–	Closed
1213	TCOV Trust Company of Vermont Brattleboro, Vermont	$0	-$7K	0	–	Closed
1214	VRM Vectors Research Management New York	$0	$0	1	0%	Maintained
1215	WP WealthShield Partners Cary, North Carolina	$0	-$55K	0	–	Closed
1216	WSCM Wellington Shields Capital Management New York	$0	-$313K	0	–	Closed
1217	WSC Wellington Shields & Co New York	$0	-$384K	0	–	Closed
1218	Wolverine Asset Management Chicago, Illinois	$0	-$406K	0	–	Closed
1219	Y-Intercept (HK) Hong Kong	$0	-$263K	0	–	Closed