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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	State Board of Administration of Florida Retirement System Tallahassee, Florida	$25.7M	+$951K	8	0.05%	Increased
152	Stephens Investment Management Group Houston, Texas	$25.6M	+$5.08M	1	0.38%	Increased
153	Guggenheim Capital Chicago, Illinois	$25.5M	-$1.83M	5	0.16%	Reduced
154	Barclays London, United Kingdom	$24.9M	-$2.14M	9	0.01%	Reduced
155	Advisors Capital Management Ridgewood, New Jersey	$24.5M	-$173K	3	0.94%	Reduced
156	CCI Columbus Circle Investors	$24M	-$6.73M	2	1.05%	Reduced
157	Todd Asset Management Louisville, Kentucky	$24M	-$1.27M	1	0.61%	Reduced
158	LCG Lisanti Capital Growth New York	$22.8M	+$14.9M	2	3.16%	Increased
159	Select Equity Group New York	$22.4M	+$2.66M	1	0.09%	Increased
160	Raymond James & Associates St Petersburg, Florida	$22.3M	-$4.38M	6	0.02%	Reduced
161	Comerica Bank Dallas, Texas	$22.2M	+$1.12M	6	0.14%	Increased
162	BNP Paribas Financial Markets Paris, France	$22.2M	+$347K	9	0.04%	Increased
163	RB Rodgers Brothers Harmony, Pennsylvania	$22M	-$861K	1	5.05%	Reduced
164	Aviva London, United Kingdom	$21.3M	-$9.82M	2	0.11%	Reduced
165	Marshall Wace North America New York	$21M	+$14.6M	5	0.09%	Increased
166	State of Michigan Retirement System Lansing, Michigan	$20.6M	+$9.49M	3	0.14%	Increased
167	Jennison Associates New York	$20.1M	+$15.6M	1	0.01%	New
168	LPL Financial San Diego, California	$20M	+$1.46M	6	0.03%	Increased
169	TPSF Texas Permanent School Fund Austin, Texas	$19.8M	-$2.73M	5	0.25%	Reduced
170	PVH Psagot Value Holdings Tel Aviv, Israel	$19.3M	+$203K	1	0.45%	Increased
171	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$19M	-$754K	2	1.55%	Reduced
172	PWAM Park West Asset Management San Francisco, California	$18.9M	-$1.59M	1	0.39%	Reduced
173	FA Friess Associates Greenville, Delaware	$18.8M	+$9.1M	1	1.38%	Increased
174	CMG Cavalry Management Group San Francisco, California	$18.7M	-$3.99M	1	1.46%	Reduced
175	Envestnet Asset Management Chicago, Illinois	$18.6M	+$3.53M	6	0.01%	Increased