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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
176	Canada Life Winnipeg, Manitoba, Canada	$18.5M	+$728K	8	0.03%	Increased
177	MetLife Investment Management Whippany, New Jersey	$17.9M	-$862K	7	0.17%	Reduced
178	Tocqueville Asset Management New York	$17.8M	-$4.96M	3	0.3%	Reduced
179	Raymond James Financial Services Advisors St. Petersburg, Florida	$17.5M	+$1.19M	7	0.04%	Increased
180	AIC AWM Investment Company New York	$17.5M	$0	1	2.22%	Maintained
181	State of New Jersey Common Pension Fund D Trenton, New Jersey	$17.2M	-$989K	4	0.06%	Reduced
182	Reinhart Partners Mequon, Wisconsin	$16.6M	-$1.16M	1	1.01%	Reduced
183	Wasatch Advisors Salt Lake City, Utah	$16.6M	+$7.93M	2	0.08%	Increased
184	State of Tennessee, Department of Treasury Nashville, Tennessee	$16.5M	+$5.65M	5	0.07%	Increased
185	Granahan Investment Management Waltham, Massachusetts	$16.4M	+$2.96M	2	0.37%	Increased
186	Employees Retirement System of Texas Austin, Texas	$16.3M	-$2.07M	3	0.26%	Reduced
187	VWM Valley Wealth Managers Paramus, New Jersey	$16.1M	-$3.76M	1	1.58%	Reduced
188	Jane Street New York	$16M	-$7.69M	9	0.01%	Reduced
189	Osaic Holdings Scottsdale, Arizona	$15.9M	+$2.84M	10	0.04%	Increased
190	SRC Shufro Rose & Co New York	$15.9M	-$4.59M	1	1.33%	Reduced
191	FG Formula Growth Montreal, Quebec, Canada	$15.7M	-$4.85M	2	2.63%	Reduced
192	BCAM Boston Common Asset Management Boston, Massachusetts	$15.7M	+$3.83M	1	1.09%	Increased
193	BBCM Boardman Bay Capital Management New York	$15.6M	-$4.6M	6	14.3%	Reduced
194	US Bancorp Minneapolis, Minnesota	$15.3M	-$1.09M	8	0.03%	Reduced
195	GAI General American Investors New York	$15.2M	$0	1	1.5%	Maintained
196	CCM CAAS Capital Management New York	$14.9M	+$11.4M	2	0.14%	Increased
197	MAP Managed Asset Portfolios Rochester, Michigan	$14.9M	+$101K	1	2.61%	Increased
198	Allianz Asset Management Munich, Germany	$14.3M	-$5.64M	2	0.01%	Reduced
199	AAM AO Asset Management New York	$14.2M	-$16.3M	1	0.94%	Reduced
200	Eventide Asset Management Boston, Massachusetts	$14.1M	$0	1	0.22%	Maintained