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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	WPC Waters Parkerson & Co New Orleans, Louisiana	$20.1M	+$2.84M	1	1.27%	Increased
177	HRT Financial New York	$20M	+$14.7M	6	0.22%	Increased
178	BCAM Boston Common Asset Management Boston, Massachusetts	$19.9M	-$9.14M	1	0.99%	Reduced
179	Select Equity Group New York	$19.7M	-$4.26M	2	0.06%	Reduced
180	CIM Chiron Investment Management New York	$19.6M	+$4.86M	1	3.29%	Increased
181	LI Leeward Investments Boston, Massachusetts	$19.2M	-$623K	2	0.88%	Reduced
182	Mirae Asset Global Investments Seoul, South Korea	$19.2M	+$2.28M	6	0.05%	Increased
183	Balyasny Asset Management Chicago, Illinois	$19M	+$3.55M	3	0.06%	Increased
184	Two Sigma Investments New York	$18.9M	+$17.4M	7	0.06%	Increased
185	Comerica Bank Dallas, Texas	$18.8M	-$181K	5	0.15%	Reduced
186	Canada Life Winnipeg, Manitoba, Canada	$18.6M	+$761K	6	0.05%	Increased
187	E Ergoteles New York	$18.3M	+$12.3M	4	0.55%	Increased
188	Bowen Hanes & Co Ponte Vedra Beach, Florida	$18.2M	+$19.6M	1	0.66%	Increased
189	WIC Water Island Capital New York	$18.1M	-$7.73M	1	1.13%	Reduced
190	FHCM Force Hill Capital Management New York	$18.1M	+$20.4M	3	4.85%	New
191	Ariel Investments Chicago, Illinois	$17.8M	+$4.26M	1	0.18%	Increased
192	MAP Managed Asset Portfolios Rochester, Michigan	$17.7M	+$471K	1	2.81%	Increased
193	Barclays London, United Kingdom	$17.5M	+$3.22M	11	0.01%	Increased
194	State Board of Administration of Florida Retirement System Tallahassee, Florida	$17.3M	-$455K	8	0.04%	Reduced
195	Congress Wealth Management Boston, Massachusetts	$17.1M	+$416K	1	0.44%	Increased
196	CS Central Securities New York	$17.1M	$0	1	2.28%	Maintained
197	CS Cisco Systems San Jose, California	$16.7M	$0	1	8.13%	Maintained
198	United Capital Financial Advisors Irving, Texas	$16.7M	+$234K	3	0.09%	Increased
199	STRS Ohio Columbus, Ohio	$16.6M	-$1.81M	6	0.08%	Reduced
200	RB Rodgers Brothers Harmony, Pennsylvania	$16.5M	+$389K	1	3.25%	Increased