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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
101	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$18.2M	+$913K	8	0.04%	Increased
102	Blackstone Inc New York	$17.8M	+$18.1M	2	0.08%	New
103	SAM Skyline Asset Management Chicago, Illinois	$17.7M	$0	1	1.3%	Maintained
104	MFAM Motley Fool Asset Management Alexandria, Virginia	$17.6M	+$1.65M	1	3.84%	Increased
105	NFA Nationwide Fund Advisors Columbus, Ohio	$16M	-$109K	9	0.07%	Reduced
106	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$15.7M	+$6.77M	1	1.92%	Increased
107	Guggenheim Capital Chicago, Illinois	$15.5M	+$1.27M	9	0.05%	Increased
108	Frontier Capital Management Boston, Massachusetts	$15.5M	-$3.48M	1	0.13%	Reduced
109	Macquarie Group Sydney, NSW 2000, Australia	$15.3M	+$5.47M	2	0.03%	Increased
110	NC Northpointe Capital Bloomfield Hills, Michigan	$15.3M	+$7.46M	2	1.81%	Increased
111	ECP Elk Creek Partners Denver, Colorado	$15.1M	+$17.5M	1	1.07%	New
112	Luther King Capital Management (LKCM) Fort Worth, Texas	$15.1M	-$3.16M	2	0.15%	Reduced
113	Glenmede Trust Philadelphia, Pennsylvania	$15M	-$878K	6	0.09%	Reduced
114	RB Rodgers Brothers Harmony, Pennsylvania	$14.9M	+$143K	1	6.13%	Increased
115	Credit Suisse Zurich, Switzerland	$14.7M	-$28.8M	8	0.02%	Reduced
116	CCM Century Capital Management Boston, Massachusetts	$14.5M	-$1.39M	2	1.6%	Reduced
117	Loomis, Sayles & Company Boston, Massachusetts	$13.9M	+$2.52M	2	0.04%	Increased
118	Swiss National Bank Zurich, Switzerland	$13.9M	+$1.25M	7	0.02%	Increased
119	GIP Granite Investment Partners El Segundo, California	$13.8M	+$10M	2	1.09%	Increased
120	Thrivent Financial for Lutherans Minneapolis, Minnesota	$13.7M	+$6.99M	5	0.07%	Increased
121	Chartwell Investment Partners Berywn, Pennsylvania	$13.7M	+$13.7M	2	0.24%	New
122	RhumbLine Advisers Boston, Massachusetts	$13.6M	+$368K	9	0.04%	Increased
123	AQR Capital Management Greenwich, Connecticut	$13.5M	+$1.14M	6	0.02%	Increased
124	NCGI Next Century Growth Investors Plymouth, Minnesota	$13.4M	-$10.2M	1	0.63%	Reduced
125	MPAM Monarch Partners Asset Management Boston, Massachusetts	$13.2M	+$2.32M	2	1.33%	Increased