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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
151	Employees Retirement System of Texas Austin, Texas	$12.7M	+$822K	3	0.17%	Increased
152	AIG American International Group New York	$12.6M	+$390K	8	0.05%	Increased
153	Fiera Capital (Canada) Montreal, Quebec, Canada	$12.6M	-$30M	1	0.07%	Reduced
154	Comerica Bank Dallas, Texas	$12.5M	+$1.33M	6	0.11%	Increased
155	GIP Granite Investment Partners El Segundo, California	$12.5M	+$1.67K	2	0.93%	Increased
156	Nuveen Charlotte, North Carolina	$12.3M	+$247K	3	0.07%	Increased
157	Castleark Management Chicago, Illinois	$12.3M	+$3.71M	1	0.37%	Increased
158	Barclays London, United Kingdom	$11.8M	-$1.57M	9	0.01%	Reduced
159	CCM Century Capital Management Boston, Massachusetts	$11.6M	-$3.42M	2	1.42%	Reduced
160	Mackenzie Financial Toronto Ontario, Ontario, Canada	$11.4M	+$450K	2	0.07%	Increased
161	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$11.3M	+$361K	9	0.02%	Increased
162	Primecap Management Pasadena, California	$11.3M	-$17.9K	1	0.01%	Reduced
163	Public Employees Retirement Association of Colorado Denver, Colorado	$11.3M	-$42.1K	6	0.09%	Reduced
164	BNP Paribas Asset Management Paris, France	$11.2M	+$2.8M	2	0.1%	Increased
165	EI EAM Investors Solana Beach, California	$11.1M	+$8.83M	3	1.5%	New
166	HAM Hillcrest Asset Management Plano, Texas	$11M	+$127K	1	2.5%	Increased
167	FPC Falcon Point Capital San Francisco, California	$11M	+$3.69M	1	1.68%	Increased
168	CCI Columbus Circle Investors	$11M	+$7.85M	2	0.12%	Increased
169	Summit Partners Public Asset Management Boston, Massachusetts	$10.9M	+$4.63M	2	1.79%	Increased
170	AAM Aureus Asset Management Boston, Massachusetts	$10.8M	+$563K	2	2.15%	Increased
171	Prudential Financial Newark, New Jersey	$10.7M	-$1.87M	5	0.02%	Reduced
172	Schonfeld Strategic Advisors New York	$10.5M	-$3.01M	4	1.79%	Reduced
173	GCM Goldman Capital Management New York	$10.4M	-$294K	1	8.39%	Reduced
174	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.3M	+$315K	8	0.08%	Increased
175	Aperio Group Sausalito, California	$10.2M	+$1.59M	5	0.07%	Increased