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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	Ruffer LLP London, United Kingdom	$19.9M	+$367K	1	1.33%	Increased
152	Pacer Advisors Malvern, Pennsylvania	$19.8M	+$14.2M	6	0.1%	Increased
153	Citigroup New York	$19.8M	-$13.5M	11	0.02%	Reduced
154	NCGI Next Century Growth Investors Plymouth, Minnesota	$19.1M	+$1.74M	2	2.29%	Increased
155	CS Cisco Systems San Jose, California	$19.1M	$0	1	7.16%	Maintained
156	CCM Cinctive Capital Management New York	$19M	-$32.3M	2	0.93%	Reduced
157	Congress Wealth Management Boston, Massachusetts	$18.8M	-$502K	1	0.48%	Reduced
158	Canada Life Winnipeg, Manitoba, Canada	$18.7M	+$1.5M	4	0.05%	Increased
159	Mariner Overland Park, Kansas	$18.3M	-$178K	5	0.06%	Reduced
160	BCAM Boston Common Asset Management Boston, Massachusetts	$17.7M	+$12.5K	1	0.85%	Increased
161	CMG Cavalry Management Group San Francisco, California	$17.7M	-$14M	2	7.13%	Reduced
162	MAP Managed Asset Portfolios Rochester, Michigan	$17.6M	-$136K	1	2.76%	Reduced
163	Raymond James & Associates St Petersburg, Florida	$17.4M	-$1.12M	7	0.02%	Reduced
164	FSCM Front Street Capital Management Missoula, Montana	$17.1M	+$254K	3	4.11%	Increased
165	Segall Bryant & Hamill Chicago, Illinois	$16.8M	+$5.51M	2	0.19%	Increased
166	Amalgamated Bank New York	$16.7M	+$1.99M	8	0.15%	Increased
167	Eagle Asset Management St Petersburg, Florida	$16.5M	-$24.4M	2	0.1%	Reduced
168	State Board of Administration of Florida Retirement System Tallahassee, Florida	$16.4M	+$579K	8	0.04%	Increased
169	MetLife Investment Management Whippany, New Jersey	$16.1M	-$88.9K	8	0.12%	Reduced
170	TSAM Trinity Street Asset Management London, United Kingdom	$15.6M	+$2.19M	1	2.52%	Increased
171	Ariel Investments Chicago, Illinois	$15.5M	$0	1	0.16%	Maintained
172	Mirae Asset Global Investments Seoul, South Korea	$15.4M	+$29.4K	6	0.04%	Increased
173	SI Sora Investors Bryn Mawr, Pennsylvania	$15.3M	-$11.3M	1	5.28%	Reduced
174	Jane Street New York	$15.2M	+$5.41M	10	0.01%	Increased
175	Osaic Holdings Scottsdale, Arizona	$15.2M	+$290K	11	0.03%	Increased