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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	Wells Fargo San Francisco, California	$23.5M	+$2.64M	6	0.01%	Increased
77	Fort Washington Investment Advisors Cincinnati, Ohio	$23.2M	-$617K	1	0.5%	Reduced
78	Capital Research Global Investors Los Angeles, California	$22.8M	+$3.07M	1	0.01%	Increased
79	TCP Tourbillon Capital Partners New York	$22M	+$22.5M	1	1.03%	New
80	Charles Schwab San Francisco, California	$21.6M	+$817K	6	0.04%	Increased
81	FA Friess Associates Greenville, Delaware	$21.5M	-$164K	2	1.68%	Reduced
82	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$21M	+$7.7M	2	0.08%	Increased
83	VOYA Investment Management Atlanta, Georgia	$20.5M	+$18M	4	0.05%	Increased
84	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$20.5M	+$674K	2	0.13%	Increased
85	Boston Trust Walden Boston, Massachusetts	$20.1M	-$343K	1	0.3%	Reduced
86	ICOM Investment Counselors of Maryland Baltimore, Maryland	$19.4M	$0	1	0.82%	Maintained
87	Kennedy Capital Management St Louis, Missouri	$19M	-$5.81M	3	0.36%	Reduced
88	Invesco Atlanta, Georgia	$18.8M	+$3.88M	6	0.01%	Increased
89	Parametric Portfolio Associates Seattle, Washington	$18.6M	+$284K	6	0.04%	Increased
90	GGHC Gilder Gagnon Howe & Co New York	$18.2M	+$13.7M	1	0.25%	New
91	Loomis, Sayles & Company Boston, Massachusetts	$17.8M	-$4.05M	1	0.05%	Reduced
92	Fred Alger Management New York	$17.8M	+$16.8M	2	0.09%	New
93	TCM Tekne Capital Management New York	$17.8M	+$18.1M	1	0.99%	New
94	Calamos Advisors Naperville, Illinois	$17.5M	+$340K	3	0.11%	Increased
95	BPM Bronson Point Management Fairfield, Connecticut	$17.3M	+$17.6M	1	1.15%	New
96	UBS AM Chicago, Illinois	$16.9M	+$5.9M	4	0.02%	Increased
97	Group One Trading Chicago, Illinois	$16.6M	+$15.8M	5	0.28%	Increased
98	Sit Investment Associates Minneapolis, Minnesota	$16.1M	+$72.3K	1	0.28%	Increased
99	William Blair & Company Chicago, Illinois	$15.6M	+$2.26M	3	0.03%	Increased
100	Principal Financial Group Des Moines, Iowa	$15.6M	+$615K	4	0.03%	Increased