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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	Mirae Asset Global Investments Seoul, South Korea	$14.9M	+$1.35M	6	0.04%	Increased
177	Canada Life Winnipeg, Manitoba, Canada	$14.9M	-$1.8M	4	0.04%	Reduced
178	Osaic Holdings Scottsdale, Arizona	$14.8M	+$403K	11	0.03%	Increased
179	Bowen Hanes & Co Ponte Vedra Beach, Florida	$14.7M	-$2.43M	1	0.57%	Reduced
180	STRS Ohio Columbus, Ohio	$14.4M	+$1.12M	7	0.07%	Increased
181	NCGI Next Century Growth Investors Plymouth, Minnesota	$14.3M	+$7.95M	2	1.75%	Increased
182	Ariel Investments Chicago, Illinois	$14.3M	-$2.48M	1	0.16%	Reduced
183	BCAM Boston Common Asset Management Boston, Massachusetts	$14M	-$4.33M	1	0.73%	Reduced
184	Amalgamated Bank New York	$13.9M	+$1.9M	8	0.13%	Increased
185	TPSF Texas Permanent School Fund Austin, Texas	$13.9M	+$2.95M	5	0.22%	Increased
186	MPMG Minneapolis Portfolio Management Group Wayzata, Minnesota	$13.9M	+$4.9M	1	2.32%	Increased
187	Summit Partners Public Asset Management Boston, Massachusetts	$13.8M	+$16.5M	1	0.71%	New
188	Stifel Financial St. Louis, Missouri	$13.6M	+$1.88M	8	0.02%	Increased
189	Barclays London, United Kingdom	$13.1M	-$3.11M	10	0.01%	Reduced
190	Select Equity Group New York	$13.1M	-$620K	1	0.05%	Reduced
191	Two Sigma Investments New York	$12.8M	-$4.62M	5	0.04%	Reduced
192	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.5M	+$2.2M	5	0.05%	Increased
193	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.3M	-$25.9M	10	0%	Reduced
194	Franklin Resources San Mateo, California	$11.9M	-$38.7M	6	0.01%	Reduced
195	CS Central Securities New York	$11.7M	$0	1	1.65%	Maintained
196	OGC Oak Grove Capital North Hampton, New Hampshire	$11.6M	+$9.95M	1	3.92%	Increased
197	RB Rodgers Brothers Harmony, Pennsylvania	$11.6M	+$432K	1	2.47%	Increased
198	LSV Asset Management Chicago, Illinois	$11.5M	-$11M	3	0.03%	Reduced
199	VWM Valley Wealth Managers Paramus, New Jersey	$11.4M	+$666K	1	1.14%	Increased
200	ZCM Ziegler Capital Management Chicago, Illinois	$11.3M	+$1.37M	1	0.5%	Increased