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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	Pictet Asset Management (UK) London, United Kingdom	$23.6M	+$4.89M	1	0.05%	Increased
127	Fisher Asset Management Camas, Washington	$23.1M	-$18.7K	3	0.03%	Reduced
128	FG Formula Growth Montreal, Quebec, Canada	$21.4M	-$440K	2	3.2%	Reduced
129	DnB Asset Management Oslo, Norway	$21.1M	+$2.26M	1	0.24%	Increased
130	NGM North Growth Management Vancouver, British Columbia, Canada	$21.1M	+$1.46M	2	5.1%	Increased
131	Westfield Capital Management Boston, Massachusetts	$20.9M	-$36M	1	0.17%	Reduced
132	AAM Alpine Associates Management Palm Beach, Florida	$20.7M	+$22.5M	1	0.68%	New
133	GW&K Investment Management Boston, Massachusetts	$20.7M	+$2.2M	2	0.29%	Increased
134	SC Shellback Capital Boston, Massachusetts	$20.5M	+$20.9M	1	2.14%	New
135	BNP Paribas Financial Markets Paris, France	$20.3M	+$16.4M	9	0.04%	Increased
136	Raymond James & Associates St Petersburg, Florida	$20.1M	+$2.78M	6	0.03%	Increased
137	MAP Managed Asset Portfolios Rochester, Michigan	$20.1M	+$3.86M	1	4.41%	Increased
138	Loomis, Sayles & Company Boston, Massachusetts	$20.1M	+$5.49M	1	0.04%	Increased
139	Lazard Asset Management New York	$19.8M	+$7.58M	1	0.03%	Increased
140	JCM Jag Capital Management St Louis, Missouri	$19.8M	+$6.65M	1	2.39%	Increased
141	Barclays London, United Kingdom	$19.5M	-$22.1M	9	0.01%	Reduced
142	Acadian Asset Management Boston, Massachusetts	$19.3M	+$16.8M	3	0.08%	Increased
143	New York State Teachers Retirement System (NYSTRS) Albany, New York	$19.2M	-$524K	5	0.05%	Reduced
144	Penserra Capital Management Orinda, California	$19.2M	+$5.97M	8	1.63%	Increased
145	FSCM Front Street Capital Management Missoula, Montana	$19.1M	+$2.6M	3	5.45%	Increased
146	Stifel Financial St. Louis, Missouri	$19.1M	-$5.47M	6	0.05%	Reduced
147	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.1M	-$4.86M	1	0.77%	Reduced
148	Credit Suisse Zurich, Switzerland	$17.4M	-$11M	8	0.01%	Reduced
149	UBS AM Chicago, Illinois	$17.4M	+$3.6M	8	0.01%	Increased
150	Natixis Paris, France	$17.2M	+$18M	2	0.11%	Increased