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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
451	HCA Harbour Capital Advisors Tysons Corner, Virginia	$32.8M	-$807K	5	5.97%	Reduced
452	ABN AMRO Investment Solutions Paris Cedex 008,	$32.7M	+$4.53M	4	0.28%	Increased
453	AP Atwood & Palmer Kansas City, Missouri	$32.6M	-$47.6K	2	1.74%	Reduced
454	TSAM Trinity Street Asset Management London, United Kingdom	$32.5M	-$14.1M	1	1.68%	Reduced
455	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$31.7M	+$10.3M	3	0.25%	Increased
456	Oregon Public Employees Retirement Fund Tigard, Oregon	$31.4M	+$2.87M	4	0.34%	Increased
457	MCM Maytus Capital Management New York	$31.3M	+$7.25M	4	4.92%	Increased
458	NewEdge Advisors New Orleans, Louisiana	$31.3M	+$4.62M	7	0.09%	Increased
459	EW Elyxium Wealth San Mateo, California	$30.8M	+$2.49M	2	3.24%	Increased
460	Kestra Advisory Services Austin, Texas	$30.8M	+$5.32M	9	0.1%	Increased
461	ARAM Ardmore Road Asset Management New York	$30.6M	-$99.7M	2	1.8%	Reduced
462	Wealthfront Advisers Palo Alto, California	$30.5M	+$2.86M	5	0.06%	Increased
463	EIA Emerald Investment Advisers Leola, Pennsylvania	$30.1M	-$964K	3	2%	Reduced
464	ASR Vermogensbeheer Utrecht, Netherlands	$30.1M	+$19.5M	4	0.31%	Increased
465	Summit Financial Parsippany, New Jersey	$30M	+$20.6M	5	0.33%	Increased
466	XTX Topco George Town, Cayman Islands	$29.9M	-$540K	11	0.39%	Reduced
467	Teacher Retirement System of Texas Austin, Texas	$29.8M	-$24.6M	6	0.08%	Reduced
468	BSL Blue Sparrow LLC Dover, Delaware	$29.7M	+$30.9M	1	0.29%	New
469	PCMH Polymer Capital Management (HK) Hong Kong	$29.4M	+$3.63M	3	1.49%	Increased
470	M&T Bank Buffalo, New York	$29.2M	+$473K	7	0.09%	Increased
471	Callan Family Office Radnor, Pennsylvania	$29.1M	+$1.67M	7	0.57%	Increased
472	Paradigm Capital Management Inc Albany, New York	$28.8M	-$9.22M	1	0.78%	Reduced
473	Covea Finance Paris, France	$28.8M	+$12.1M	3	0.91%	Increased
474	Ethic Inc New York	$28.8M	+$9.59M	7	0.36%	Increased
475	AC Agman Capital Omaha, Nebraska	$28.7M	-$6.07M	1	18.11%	Reduced