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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$24.1M	+$22.6M	1	0.68%	New
177	Eventide Asset Management Boston, Massachusetts	$23.9M	-$1.09M	1	0.3%	Reduced
178	BG Bollard Group Boston, Massachusetts	$23.8M	$0	2	0.76%	Maintained
179	STRS Ohio Columbus, Ohio	$23.8M	-$1.93M	5	0.08%	Reduced
180	Qube Research & Technologies (QRT) London, United Kingdom	$23.3M	+$13.4M	5	0.18%	Increased
181	Guggenheim Capital Chicago, Illinois	$23.2M	-$6.22M	5	0.12%	Reduced
182	RB Rodgers Brothers Harmony, Pennsylvania	$23.1M	+$172K	1	4.11%	Increased
183	Primecap Management Pasadena, California	$23M	-$1.16M	3	0.02%	Reduced
184	CS Central Securities New York	$22.9M	+$944K	1	2.27%	Increased
185	ZCM Zenyatta Capital Management Dover, Delaware	$22.8M	+$19.5M	3	8.57%	New
186	Osaic Holdings Scottsdale, Arizona	$22.8M	+$1.41M	11	0.04%	Increased
187	United Capital Financial Advisors Irving, Texas	$22.3M	+$2.58M	3	0.1%	Increased
188	Balyasny Asset Management Chicago, Illinois	$22.3M	-$8.36M	7	0.08%	Reduced
189	TAL TIG Advisors LLC New York	$21.9M	+$15.8M	2	1.09%	Increased
190	Allianz Asset Management Munich, Germany	$21.4M	-$1.88M	3	0.01%	Reduced
191	Janus Henderson Group London,	$21.1M	+$10.9M	7	0.01%	Increased
192	WPC Waters Parkerson & Co New Orleans, Louisiana	$21M	+$14.5M	1	1.11%	Increased
193	Amalgamated Bank New York	$20.7M	-$59.7K	6	0.15%	Reduced
194	VOYA Investment Management Atlanta, Georgia	$20.4M	+$3.08M	7	0.04%	Increased
195	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$20.3M	+$67.5K	2	0.01%	Increased
196	TPSF Texas Permanent School Fund Austin, Texas	$20.2M	-$679K	4	0.25%	Reduced
197	Walleye Trading New York	$20.1M	+$2.78M	4	0.07%	Increased
198	Man Group London, United Kingdom	$19.8M	+$9.7M	5	0.06%	Increased
199	ACM AIGH Capital Management Baltimore, Maryland	$19.8M	+$1.11M	1	6.04%	Increased
200	Ariel Investments Chicago, Illinois	$19.7M	-$6.88M	1	0.17%	Reduced