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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
76	UBS Zurich, Switzerland	$17.8M	-$18.3M	6	0.02%	Reduced
77	CCM Cadence Capital Management Boston, Massachusetts	$17.6M	+$17.2M	2	0.6%	New
78	GW&K Investment Management Boston, Massachusetts	$17.5M	+$2.6M	1	0.53%	Increased
79	Principal Financial Group Des Moines, Iowa	$16.6M	+$561K	4	0.03%	Increased
80	Silvercrest Asset Management New York	$16.6M	+$2.42M	1	0.32%	Increased
81	Emerald Advisers Leola, Pennsylvania	$16.4M	+$13.5M	3	0.92%	Increased
82	Primecap Management Pasadena, California	$16.3M	-$257K	1	0.02%	Reduced
83	Sit Investment Associates Minneapolis, Minnesota	$16.1M	-$380K	1	0.31%	Reduced
84	Picton Mahoney Asset Management Toronto, Ontario, Canada	$16.1M	+$11.7M	1	1.06%	New
85	Capital Research Global Investors Los Angeles, California	$15.9M	-$64.5M	1	0.01%	Reduced
86	NFA Nationwide Fund Advisors Columbus, Ohio	$15.9M	+$3.34M	7	0.07%	Increased
87	ACM Atlanta Capital Management Atlanta, Georgia	$15.8M	+$213K	1	0.11%	Increased
88	Rothschild & Co Asset Management US Stamford, Connecticut	$15.4M	+$15M	1	0.34%	New
89	AIG American International Group New York	$15.3M	-$3.43M	7	0.08%	Reduced
90	California Public Employees Retirement System Sacramento, California	$15.2M	+$2.41M	6	0.03%	Increased
91	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$15.1M	+$15M	1	1.29%	New
92	Managed Account Advisors Jersey City, New Jersey	$15.1M	+$2.88M	4	0.02%	Increased
93	Calamos Advisors Naperville, Illinois	$14.8M	-$250K	2	0.09%	Reduced
94	PC Pier Capital Stamford, Connecticut	$14.7M	+$5.98M	2	2.08%	Increased
95	RB Rodgers Brothers Harmony, Pennsylvania	$14.4M	-$160K	1	7.88%	Reduced
96	Fidelity International Hamilton, Bermuda	$14.2M	+$6.99M	2	0.07%	Increased
97	CCM Criterion Capital Management San Francisco, California	$14.1M	+$10.2M	1	0.5%	New
98	Retirement Systems of Alabama Montgomery, Alabama	$14.1M	+$8.06M	2	0.09%	Increased
99	New York State Common Retirement Fund Albany, New York	$14M	$0	3	0.02%	Maintained
100	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$13.8M	-$7.84M	1	0.19%	Reduced