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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	TSAM Trinity Street Asset Management London, United Kingdom	$23.4M	+$34.9K	1	2.87%	Increased
152	Aviva London, United Kingdom	$23.4M	+$1.71M	2	0.1%	Increased
153	Envestnet Asset Management Chicago, Illinois	$23.1M	+$1.04M	8	0.01%	Increased
154	BNP Paribas Financial Markets Paris, France	$23M	-$2.07M	9	0.03%	Reduced
155	State Board of Administration of Florida Retirement System Tallahassee, Florida	$22.8M	+$10.4K	7	0.04%	Increased
156	TimesSquare Capital Management New York	$22.7M	+$3.62M	1	0.2%	Increased
157	Jane Street New York	$22.7M	-$7.92M	9	0.01%	Reduced
158	Amundi Paris, France	$22.4M	-$170K	3	0.02%	Reduced
159	NPIC Neumeier Poma Investment Counsel Carmel, California	$22.3M	-$928K	1	1.32%	Reduced
160	MAP Managed Asset Portfolios Rochester, Michigan	$21.8M	-$141K	1	3.31%	Reduced
161	Raymond James & Associates St Petersburg, Florida	$21.1M	+$429K	6	0.02%	Increased
162	STRS Ohio Columbus, Ohio	$20.9M	+$977K	5	0.08%	Increased
163	Comerica Bank Dallas, Texas	$20.7M	-$3.62M	6	0.12%	Reduced
164	BG Bollard Group Boston, Massachusetts	$20.7M	+$21.9M	2	0.68%	Increased
165	Allianz Asset Management Munich, Germany	$20.2M	-$1.38M	2	0.02%	Reduced
166	Chilton Investment Company Stamford, Connecticut	$20.1M	+$4.51M	2	0.5%	Increased
167	BCA Bernzott Capital Advisors Camarillo, California	$20M	+$7.3M	1	1.8%	Increased
168	RB Rodgers Brothers Harmony, Pennsylvania	$19.9M	+$944K	1	3.97%	Increased
169	Granahan Investment Management Waltham, Massachusetts	$19.6M	-$1.22M	2	0.37%	Reduced
170	BPM Bronson Point Management Fairfield, Connecticut	$19.4M	+$12.3M	5	8.48%	Increased
171	Primecap Management Pasadena, California	$19.3M	-$628K	3	0.01%	Reduced
172	CS Central Securities New York	$19M	+$3.92M	1	2.01%	Increased
173	FHCM Force Hill Capital Management New York	$18.9M	+$11.9M	2	4.67%	Increased
174	CCPM Cooper Creek Partners Management New York	$18.7M	+$12M	2	2.53%	Increased
175	Rothschild & Co Asset Management US Stamford, Connecticut	$18.7M	-$809K	1	0.23%	Reduced