← 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
1901	PWP Principle Wealth Partners Madison, Connecticut	$320K	+$232K	1	0.02%	New
1902	NFG Northbridge Financial Group Tampa, Florida	$319K	+$232K	1	0.12%	New
1903	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$319K	$0	1	0.07%	Maintained
1904	FWP Firethorn Wealth Partners Augusta, Georgia	$319K	$0	1	0.1%	Maintained
1905	MWA Meridian Wealth Advisors Austin, Texas	$318K	+$285K	1	0.04%	New
1906	SA Skyline Advisors Bellingham, Washington	$317K	$0	1	0.1%	Maintained
1907	GWP Gen-Wealth Partners Zeeland, Michigan	$316K	+$47.3K	3	0.09%	Increased
1908	CS Crescent Sterling Metairie, Louisiana	$316K	+$283K	1	0.28%	New
1909	CBT Crews Bank & Trust Wauchula, Florida	$316K	-$35.4K	1	0.04%	Reduced
1910	SHFP Second Half Financial Partners Sebring, Florida	$315K	+$229K	1	0.13%	New
1911	ISWM Intesa Sanpaolo Wealth Management Ville De Luxembourg,	$314K	+$109K	3	0.06%	Increased
1912	MWM Marion Wealth Management Monroeville, Pennsylvania	$313K	-$42.1K	1	0.06%	Reduced
1913	BWA BlueSky Wealth Advisors New Bern, North Carolina	$312K	+$227K	1	0.04%	New
1914	WWM WT Wealth Management Scottsdale, Arizona	$311K	-$3.57K	1	0.09%	Reduced
1915	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$310K	+$278K	1	0.03%	New
1916	JCM Jacobi Capital Management Pittston, Pennsylvania	$309K	+$224K	1	0.02%	New
1917	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$308K	-$140K	2	0.25%	Reduced
1918	FWP Falcon Wealth Planning Ontario, California	$307K	-$24K	1	0.02%	Reduced
1919	IA IFG Advisors St. Louis, Missouri	$305K	+$892	1	0.04%	Increased
1920	CT Colonial Trust Spartanburg, South Carolina	$303K	+$48.5K	3	0.04%	Increased
1921	PCM Payne Capital Management New York	$302K	$0	1	0.08%	Maintained
1922	PWA PCG Wealth Advisors Overland Park, Kansas	$302K	$0	1	0.07%	Maintained
1923	BFS Boyer Financial Services Newport Beach, California	$301K	+$246K	1	0.25%	New
1924	WA Wealth Alliance Mellville, New York	$301K	+$291K	1	0.03%	New
1925	AA Armis Advisers Atlanta, Georgia	$301K	-$1.02K	1	0.03%	Reduced