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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
1201
S
Sachetta
Massachusetts
$14.5K +$2.47K 4 0.01% Increased
1202
DJSG
D.J. St. Germain
Massachusetts
$14.4K -$241 3 0% Reduced
1203
TFGT
TS Financial Group (TSFG)
Illinois
$14K +$49 1 0% Increased
1204
WA
WPG Advisers
Maryland
$13.7K +$11.6K 4 0.01% New
1205
DIP
DT Investment Partners
Pennsylvania
$13.3K $0 1 0% Maintained
1206
CWM
Crowley Wealth Management
Delaware
$13.1K +$17.2K 2 0.01% New
1207
LWA
Lowe Wealth Advisors
Maryland
$13.1K $0 1 0.01% Maintained
1208
MTC
Matrix Trust Company
Colorado
$13K +$13.8K 1 0% New
1209
Optiver Holding
Optiver Holding
Netherlands
$13K -$2.26K 1 0% Reduced
1210
PPC
Park Place Capital
Alabama
$12.9K $0 1 0% Maintained
1211
NC
NewSquare Capital
Pennsylvania
$12.6K +$13.2K 2 0% New
1212
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$12.3K +$5.52K 2 0% Increased
1213
MEG
Millstone Evans Group
Colorado
$12.1K +$12.8K 2 0.01% New
1214
GEA
Glen Eagle Advisors
New Jersey
$12K -$227 1 0% Reduced
1215
PTC
Private Trust Company
Ohio
$11.9K $0 3 0% Maintained
1216
MSFP
Mark Sheptoff Financial Planning
Connecticut
$11.8K $0 1 0.01% Maintained
1217
GCM
Glynn Capital Management
California
$11.5K +$10.7K 1 0% New
1218
SWA
SOA Wealth Advisors
New York
$11.5K $0 2 0% Maintained
1219
AIP
Alexis Investment Partners
Texas
$11.1K +$11.1K 1 0.01% New
1220
MA
Modus Advisors
Minnesota
$10.7K +$7.8K 1 0% New
1221
SO
Sierra Ocean
California
$10.3K +$10.6K 3 0.01% New
1222
SSG
Summit Securities Group
New York
$10.2K -$11.5K 1 0% Reduced
1223
PFG
Putney Financial Group
California
$10K +$10K 2 0.01% New
1224
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.92K -$2.39K 1 0% Reduced
1225
C
Certuity
Florida
$9.76K $0 1 0% Maintained