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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	RB Rodgers Brothers Harmony, Pennsylvania	$22.7M	-$756K	1	8.89%	Reduced
102	American Century Companies Kansas City, Missouri	$22.4M	-$9.23M	3	0.02%	Reduced
103	SAM Skyline Asset Management Chicago, Illinois	$20.4M	-$708K	1	1.36%	Reduced
104	Fidelity International Hamilton, Bermuda	$20M	+$4.53M	1	0.06%	Increased
105	AIC AWM Investment Company New York	$19.8M	+$1.07M	1	3.89%	Increased
106	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$19.7M	+$16.4M	2	1.36%	Increased
107	Calamos Advisors Naperville, Illinois	$19.5M	+$9.25M	2	0.15%	Increased
108	FA Friess Associates Greenville, Delaware	$19.4M	+$502K	2	1.91%	Increased
109	SC Shellback Capital Boston, Massachusetts	$19.3M	+$17.9M	3	1.97%	New
110	Credit Suisse Zurich, Switzerland	$19M	+$2.01M	9	0.02%	Increased
111	Harvest Fund Management Beijing, China	$18.9M	+$23.3M	1	4.16%	New
112	Mackenzie Financial Toronto Ontario, Ontario, Canada	$18.9M	+$6.29M	2	0.11%	Increased
113	RhumbLine Advisers Boston, Massachusetts	$18.9M	+$517K	8	0.05%	Increased
114	Columbia Wanger Asset Management Chicago, Illinois	$18.8M	-$9.17M	1	0.26%	Reduced
115	AQR Arbitrage Greenwich, Connecticut	$18.8M	$0	1	0.2%	Maintained
116	KI Kalmar Investments Greenville, Delaware	$18.8M	-$804K	1	0.97%	Reduced
117	USAA United Services Automobile Association San Antonio, Texas	$18.3M	+$970K	4	0.06%	Increased
118	Retirement Systems of Alabama Montgomery, Alabama	$18.3M	+$42.7K	1	0.11%	Increased
119	Citigroup New York	$18.3M	+$9.11M	9	0.02%	Increased
120	Loomis, Sayles & Company Boston, Massachusetts	$18.1M	-$2.47M	2	0.04%	Reduced
121	CAM Chou Associates Management Toronto, Ontario, Canada	$18M	$0	1	5.77%	Maintained
122	Bowen Hanes & Co Ponte Vedra Beach, Florida	$17.9M	+$2.98M	1	0.96%	Increased
123	NC Nokomis Capital Dallas, Texas	$17.9M	+$18.4M	1	3.9%	New
124	Swiss National Bank Zurich, Switzerland	$17.8M	+$321K	7	0.03%	Increased
125	New York State Teachers Retirement System (NYSTRS) Albany, New York	$17.7M	-$125K	4	0.05%	Reduced