← 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
1626	MCI MRP Capital Investments Alpharetta, Georgia	$45.3K	+$48.4K	1	0.04%	New
1627	MCA Midwest Capital Advisors Grand Rapids, Michigan	$44.9K	$0	1	0.02%	Maintained
1628	MWP Madison Wealth Partners Madison, Wisconsin	$44.6K	$0	1	0.01%	Maintained
1629	CPG Cornerstone Planning Group Fairfield, New Jersey	$42.5K	-$5.93K	7	0.01%	Reduced
1630	1M 1248 Management Kansas City, Missouri	$40.4K	$0	1	0.02%	Maintained
1631	CSC Caldwell Sutter Capital Sausalito, California	$39.7K	+$32K	2	0.02%	Increased
1632	BC Bayforest Capital London, United Kingdom	$39.2K	+$36.3K	1	0.03%	New
1633	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$38.4K	$0	2	0.01%	Maintained
1634	AWM Activest Wealth Management Aventure, Florida	$38.4K	-$996	6	0.01%	Reduced
1635	TFG Team Financial Group Temecula, California	$38.2K	$0	1	0.02%	Maintained
1636	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$37.8K	+$11.9K	2	0.02%	Increased
1637	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$37.6K	-$620	3	0%	Reduced
1638	KFI Key Financial Inc West Chester, Pennsylvania	$37.6K	+$2.22K	5	0.01%	Increased
1639	CIM Contravisory Investment Management Norwell, Massachusetts	$37.3K	-$3.69K	2	0.01%	Reduced
1640	DIP DT Investment Partners Chadds Ford, Pennsylvania	$36.7K	$0	1	0%	Maintained
1641	PB Pinnacle Bancorp Beatrice, Nebraska	$36.5K	-$12.4K	1	0.01%	Reduced
1642	NRG Nemes Rush Group Novi, Michigan	$36.4K	+$159	2	0%	Increased
1643	SWP Strategic Wealth Partners Independence, Ohio	$36.2K	+$21.9K	5	0%	Increased
1644	SA Strategic Advocates Logan, Utah	$35.6K	+$10.9K	2	0.01%	Increased
1645	HNB Hilltop National Bank Casper, Wyoming	$34.8K	+$28.9K	1	0.01%	New
1646	BFS Bare Financial Services Gap, Pennsylvania	$34.7K	+$1.85K	5	0.01%	Increased
1647	BHWM Beaird Harris Wealth Management Dallas, Texas	$34.3K	-$11.9K	1	0%	Reduced
1648	MCA McGuire Capital Advisors Bethany, Oklahoma	$34.1K	+$33.2K	3	0.02%	New
1649	GWP Gateway Wealth Partners Appleton, Wisconsin	$33.5K	$0	1	0%	Maintained
1650	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$33K	+$45.3K	1	0.01%	New