← 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
1351	MSG Main Street Group Glen Allen, Virginia	$49	$0	1	0%	Maintained
1352	MAS MPWM Advisory Solutions Alpharetta, Georgia	$46	+$45	1	0%	New
1353	Bartlett & Co Wealth Management Cincinnati, Ohio	$27	$0	1	0%	Maintained
1354	CW Curio Wealth Annapolis, Maryland	$27	+$27	1	0%	New
1355	NB NBT Bank Norwich, New York	$13	$0	1	0%	Maintained
1356	CCMI Creative Capital Management Investments San Diego, California	$9	$0	1	0%	Maintained
1357	IWP IAG Wealth Partners Waukesha, Wisconsin	$4	-$3.93K	1	0%	Reduced
1358	Altshuler Shaham Tel Aviv, Israel	$0	-$1.69M	0	–	Closed
1359	AT American Trust Lexington, Kentucky	$0	-$243K	0	–	Closed
1360	AI Aperture Investors New York	$0	-$893K	0	–	Closed
1361	Arkadios Wealth Advisors Atlanta, Georgia	$0	-$46.2K	0	–	Closed
1362	ATS Ashton Thomas Securities Rochester, New York	$0	-$8.04K	0	–	Closed
1363	APC Aspire Private Capital Cornelius, North Carolina	$0	-$2.27K	0	–	Closed
1364	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$0	-$73.9K	0	–	Closed
1365	BWA BlueChip Wealth Advisors Milton, Georgia	$0	-$208K	0	–	Closed
1366	B. Metzler seel. Sohn & Co Frankfurt, Germany	$0	-$1.58M	0	–	Closed
1367	BFPW BOK Financial Private Wealth Denver, Colorado	$0	-$24.6K	0	–	Closed
1368	Brevan Howard Capital Management St. Helier, Jersey	$0	-$397K	0	–	Closed
1369	CT Caldwell Trust Venice, Florida	$0	-$4.37K	0	–	Closed
1370	CPA Capital Performance Advisors Walnut Creek, California	$0	-$193K	0	–	Closed
1371	Castle Hook Partners New York	$0	-$72.3M	0	–	Closed
1372	CB Centennial Bank Conway, Arkansas	$0	-$9.73K	0	–	Closed
1373	Chicago Partners Investment Group Chicago, Illinois	$0	-$217K	0	–	Closed
1374	Chilton Capital Management Houston, Texas	$0	-$5.42K	0	–	Closed
1375	Clal Insurance Tel-Aviv, Israel	$0	-$51.7M	0	–	Closed