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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
201	Panagora Asset Management Boston, Massachusetts	$10.5M	+$3.6M	4	0.07%	Increased
202	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$10.4M	-$21.8M	1	0.27%	Reduced
203	Select Equity Group New York	$10.1M	+$2.2M	1	0.05%	Increased
204	Osaic Holdings Scottsdale, Arizona	$9.83M	-$237K	10	0.03%	Reduced
205	Granahan Investment Management Waltham, Massachusetts	$9.45M	+$2.51M	2	0.32%	Increased
206	AIC Ameritas Investment Company Lincoln, Nebraska	$9.43M	$0	2	2.96%	Maintained
207	Engineers Gate Manager New York	$9.29M	+$3.91M	9	0.44%	Increased
208	Commerce Bank Kansas City, Missouri	$9.26M	+$5.78M	2	0.08%	Increased
209	SST S Squared Technology New York	$9.06M	+$145K	1	6.74%	Increased
210	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$8.97M	+$6.27M	1	0.47%	Increased
211	GF Goodman Financial Houston, Texas	$8.85M	-$100K	1	4.12%	Reduced
212	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.81M	+$168K	5	0.17%	Increased
213	Tower Research Capital (TRC) New York	$8.78M	+$5.19M	9	0.1%	Increased
214	Hancock Whitney Gulfport, Mississippi	$8.74M	+$1.44M	4	0.32%	Increased
215	DekaBank Deutsche Girozentrale Frankfurt, Germany	$8.61M	+$10.4M	2	0.04%	Increased
216	MC Maplelane Capital New York	$8.42M	-$11.1M	1	0.15%	Reduced
217	Commonwealth Equity Services Waltham, Massachusetts	$8.39M	+$269K	5	0.03%	Increased
218	BCAM Boston Common Asset Management Boston, Massachusetts	$8.36M	+$2.55M	1	0.79%	Increased
219	Castleark Management Chicago, Illinois	$8.23M	-$19M	1	0.32%	Reduced
220	Cambiar Investors Denver, Colorado	$8.04M	+$8.87M	1	0.37%	New
221	Robeco Institutional Asset Management Rotterdam, Netherlands	$7.88M	+$640K	2	0.02%	Increased
222	Impax Asset Management Group London, United Kingdom	$7.79M	+$460K	2	0.07%	Increased
223	WBC Westpac Banking Corp Sydney, Australia	$7.69M	-$298K	1	0.1%	Reduced
224	Zacks Investment Management Chicago, Illinois	$7.64M	-$11.7M	4	0.15%	Reduced
225	Gotham Asset Management New York	$7.45M	-$3.15M	4	0.24%	Reduced