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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
126	USAA United Services Automobile Association San Antonio, Texas	$17.2M	-$3.12M	4	0.04%	Reduced
127	ECP Elk Creek Partners Denver, Colorado	$17.2M	+$4.12M	1	0.93%	Increased
128	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$17.1M	+$7.15M	1	3.43%	Increased
129	Gotham Asset Management New York	$16.9M	+$1.3M	3	0.23%	Increased
130	GW&K Investment Management Boston, Massachusetts	$16.3M	-$119K	1	0.26%	Reduced
131	Loomis, Sayles & Company Boston, Massachusetts	$16.3M	+$3.84M	2	0.03%	Increased
132	NGM North Growth Management Vancouver, British Columbia, Canada	$16.1M	$0	2	4.08%	Maintained
133	William Blair Investment Management Chicago, Illinois	$16M	-$1.14M	1	0.06%	Reduced
134	State of Tennessee, Department of Treasury Nashville, Tennessee	$16M	-$3.25M	4	0.08%	Reduced
135	ARM Adirondack Research & Management Guilderland, New York	$15.6M	-$20.4K	3	5.85%	Reduced
136	Bank of Montreal Toronto, Ontario, Canada	$15.6M	-$699K	9	0.01%	Reduced
137	Credit Suisse Zurich, Switzerland	$15.6M	-$4.66M	8	0.01%	Reduced
138	JCM Janney Capital Management Pittsburgh, Pennsylvania	$15.5M	-$650K	2	0.67%	Reduced
139	State of Wisconsin Investment Board Madison, Wisconsin	$15.4M	-$2.95M	3	0.04%	Reduced
140	SEI Investments Oaks, Pennsylvania	$15M	+$53.1K	6	0.05%	Increased
141	Amundi Asset Management US Boston, Massachusetts	$14.7M	+$12.3M	2	0.02%	Increased
142	AAM AO Asset Management New York	$14.3M	+$2.95M	1	1.75%	Increased
143	Waratah Capital Advisors Toronto, Ontario, Canada	$14.2M	+$12.8M	2	1.42%	New
144	Chartwell Investment Partners Berywn, Pennsylvania	$13.8M	-$1.51M	2	0.41%	Reduced
145	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$13.8M	-$1.73M	1	1.25%	Reduced
146	Summit Partners Public Asset Management Boston, Massachusetts	$13.8M	+$13.8M	1	0.93%	New
147	Prudential Financial Newark, New Jersey	$13.3M	-$3.65M	6	0.02%	Reduced
148	AAP Ardsley Advisory Partners Stamford, Connecticut	$13.1M	+$13M	2	1.76%	New
149	Comerica Bank Dallas, Texas	$13M	-$1.89M	6	0.1%	Reduced
150	BA Broadview Advisors Milwaukee, Wisconsin	$12.7M	-$1.87M	1	2.17%	Reduced