← 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
2351	TWM Tripletail Wealth Management Orlando, Florida	$13.1K	+$16.1K	1	0.02%	New
2352	WA Whipplewood Advisors Littleton, Colorado	$13K	-$20.5K	1	0.01%	Reduced
2353	WPA West Paces Advisors Atlanta, Georgia	$12.8K	+$13.1K	4	0%	New
2354	YP YANKCOM Partnership Yankton, South Dakota	$12.6K	+$2.53K	1	0%	Increased
2355	GWM Gilpin Wealth Management Denver, Colorado	$11.9K	$0	2	0.01%	Maintained
2356	HC Hurley Capital New York	$11.9K	+$10.3K	3	0.01%	Increased
2357	ECM Estabrook Capital Management New York	$11.8K	$0	1	0%	Maintained
2358	RQS Ramsey Quantitative Systems Louisville, Kentucky	$11.8K	+$10.6K	1	0.01%	New
2359	SC Sawyer & Company Boston, Massachusetts	$11.8K	$0	1	0%	Maintained
2360	MFS Montgomery Financial Services Ocean City, Maryland	$11.7K	+$11.9K	2	0.01%	New
2361	BL BFSG LLC Irvine, California	$11K	+$10.7K	1	0%	New
2362	AWM Abound Wealth Management Franklin, Tennessee	$10.6K	-$16.5K	5	0%	Reduced
2363	RWM RMG Wealth Management Platteville, Wisconsin	$10.5K	-$978	2	0%	Reduced
2364	MSG Main Street Group Glen Allen, Virginia	$10.4K	+$10.9K	2	0%	Increased
2365	LHEI Leo H. Evart Inc Redwood City, California	$10.3K	$0	2	0.01%	Maintained
2366	SFS Sunrise Financial Services Burien, Washington	$8.75K	$0	1	0.01%	Maintained
2367	CB CNB Bank Clearfield, Pennsylvania	$8.58K	+$8.92K	1	0%	New
2368	BGAI Bruce G. Allen Investments Denver, Colorado	$8.5K	+$1.13K	4	0.01%	Increased
2369	AA Addison Advisors Middlebury, Vermont	$8.37K	$0	1	0%	Maintained
2370	BFPW BOK Financial Private Wealth Denver, Colorado	$8.01K	+$5.12K	2	0%	Increased
2371	WCM Winthrop Capital Management Carmel, Indiana	$8K	+$6.66K	3	0%	New
2372	CAM Chesapeake Asset Management New York	$7.89K	-$113K	1	0.01%	Reduced
2373	NB NBT Bank Norwich, New York	$7.45K	-$12.4K	2	0%	Reduced
2374	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$7.41K	$0	1	0.01%	Maintained
2375	IWM IMG Wealth Management Jacksonville, Florida	$7.34K	+$5.33K	1	0%	New