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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	CS Central Securities New York	$24.2M	$0	1	2.45%	Maintained
152	William Blair Investment Management Chicago, Illinois	$24.2M	+$5.22M	1	0.06%	Increased
153	Primecap Management Pasadena, California	$24.1M	+$908K	2	0.02%	Increased
154	Raymond James & Associates St Petersburg, Florida	$23.8M	-$6.24M	9	0.02%	Reduced
155	Man Group London, United Kingdom	$23.7M	-$684K	5	0.06%	Reduced
156	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$23.3M	-$5.87M	1	1.27%	Reduced
157	Marshall Wace London, United Kingdom	$23.2M	-$10.7M	6	0.04%	Reduced
158	New York State Teachers Retirement System (NYSTRS) Albany, New York	$23.2M	-$17.3K	5	0.05%	Reduced
159	Becker Capital Management Portland, Oregon	$22.9M	-$361K	1	0.79%	Reduced
160	Guggenheim Capital Chicago, Illinois	$22.8M	-$2M	8	0.16%	Reduced
161	Russell Investments Group London, United Kingdom	$22.8M	+$2.88M	9	0.04%	Increased
162	CP CenterBook Partners Greenwich, Connecticut	$22.5M	+$13.2M	4	1.56%	Increased
163	Mirae Asset Global Investments Seoul, South Korea	$22.4M	+$5.22M	6	0.05%	Increased
164	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$22M	-$8.77M	1	3%	Reduced
165	NM NWI Management New York	$21.8M	+$19.7M	1	0.67%	New
166	Citigroup New York	$21.2M	-$4.26M	11	0.01%	Reduced
167	TPSF Texas Permanent School Fund Austin, Texas	$21M	+$192K	5	0.17%	Increased
168	Discovery Capital Management South Norwalk, Connecticut	$20.4M	-$9.03M	1	2.69%	Reduced
169	TB Terril Brothers St. Louis, Missouri	$20.3M	-$4.78M	1	6.98%	Reduced
170	SST S Squared Technology New York	$20.2M	-$442K	2	9.28%	Reduced
171	PCM Portolan Capital Management Boston, Massachusetts	$19.9M	-$1.76M	1	1.51%	Reduced
172	Summit Partners Public Asset Management Boston, Massachusetts	$19.9M	-$3.49M	1	0.68%	Reduced
173	FSCM Front Street Capital Management Missoula, Montana	$19.5M	-$383K	3	3.67%	Reduced
174	OGC Oak Grove Capital North Hampton, New Hampshire	$19.5M	-$3.63M	1	3.94%	Reduced
175	Mutual of America Capital Management New York	$19.2M	-$448K	6	0.21%	Reduced