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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
301	Jones Financial Companies Des Peres, Missouri	$44.5M	+$35.5M	10	0.02%	Increased
302	Simplex Trading Chicago, Illinois	$44.4M	+$702K	6	0.03%	Increased
303	GAAM Grand Alliance Asset Management Central, Hong Kong	$44.4M	+$1.87M	2	26.88%	Increased
304	Cetera Investment Advisers Schaumburg, Illinois	$44.1M	+$1.08M	9	0.05%	Increased
305	Fjarde Ap-fonden Stockholm, Sweden	$43.5M	+$25.8M	4	0.24%	Increased
306	YCM Yaupon Capital Management New York	$43.4M	+$18.5M	2	1.36%	Increased
307	SFM Systematic Financial Management Teaneck, New Jersey	$43.4M	-$15.1M	2	1%	Reduced
308	CIP Champlain Investment Partners Burlington, Vermont	$43.2M	+$56.1M	1	0.55%	New
309	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$42.9M	-$19.2M	1	4.56%	Reduced
310	Silvercrest Asset Management New York	$42.6M	-$51.7M	4	0.31%	Reduced
311	State of Michigan Retirement System Lansing, Michigan	$42.5M	+$4.97M	4	0.22%	Increased
312	J. Safra Sarasin Holding	$42.2M	+$10.3M	4	0.72%	Increased
313	BC BIT Capital Berlin, Germany	$42.1M	-$1.49M	3	2.03%	Reduced
314	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$41.5M	+$8.34M	4	0.23%	Increased
315	Zevenbergen Capital Investments Edmonds, Washington	$41.4M	+$28.7M	2	1.19%	Increased
316	Czech National Bank Prague, Czech Republic	$40.7M	+$34.1M	3	0.27%	New
317	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$40.7M	+$33.9M	4	0.35%	Increased
318	BCH Berkshire Capital Holdings San Jose, California	$40.6M	+$35M	5	14.66%	Increased
319	Needham Investment Management New York	$40.6M	-$9.55M	2	2.07%	Reduced
320	Mercer Global Advisors Denver, Colorado	$40.3M	+$9.09M	9	0.06%	Increased
321	Woodline Partners San Francisco, California	$40.1M	+$37.6M	4	0.15%	Increased
322	OGC Oak Grove Capital North Hampton, New Hampshire	$39.6M	+$20.1M	3	3.36%	Increased
323	Thornburg Investment Management Santa Fe, New Mexico	$39.6M	-$11.8M	4	0.41%	Reduced
324	KBC Group Brussels, Belgium	$39.5M	+$14.7M	6	0.1%	Increased
325	TAMH Taikang Asset Management (HK) Hong Kong	$39.1M	-$364K	1	3.89%	Reduced