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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	Natixis Paris, France	$28.4M	+$22.8M	3	0.13%	New
202	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$28M	+$17.5M	5	0.02%	Increased
203	Calamos Advisors Naperville, Illinois	$27.3M	+$10.3M	5	0.11%	Increased
204	Amundi Paris, France	$27.2M	-$3.48M	5	0.01%	Reduced
205	Segall Bryant & Hamill Chicago, Illinois	$27.2M	+$6.81M	2	0.38%	Increased
206	Creative Planning Overland Park, Kansas	$27.1M	+$11.8M	8	0.02%	Increased
207	SFM Systematic Financial Management Teaneck, New Jersey	$27.1M	+$188K	2	0.72%	Increased
208	Allianz Asset Management Munich, Germany	$26.8M	-$22.4M	4	0.03%	Reduced
209	LN Lightrock Netherlands Utrecht, Netherlands	$26.6M	-$1.77M	1	7.32%	Reduced
210	GF Fund Management Guangzhou, China	$26.5M	+$17.6M	3	0.53%	Increased
211	Kennedy Capital Management St Louis, Missouri	$26.3M	-$295K	2	0.63%	Reduced
212	FC Foursixthree Capital New York	$25.6M	+$10.1M	2	8.93%	Increased
213	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$25.6M	+$8.45M	5	0.09%	Increased
214	J. Safra Sarasin Holding	$25.6M	+$355K	2	0.44%	Increased
215	Truist Financial Charlotte, North Carolina	$25.3M	+$879K	6	0.04%	Increased
216	DnB Asset Management Oslo, Norway	$25.3M	-$6.06M	2	0.1%	Reduced
217	WAM WT Asset Management Hong Kong	$25M	+$18.7M	1	1.75%	New
218	Needham Investment Management New York	$24.9M	$0	2	1.98%	Maintained
219	Raiffeisen Bank International Vienna, Austria	$24.7M	-$875K	4	0.37%	Reduced
220	Geneva Capital Management Milwaukee, Wisconsin	$24.7M	+$20.1M	1	0.41%	New
221	Allspring Global Investments Charlotte, North Carolina	$24.3M	+$9.41M	3	0.04%	Increased
222	Davidson Kempner Capital Management New York	$23.8M	-$9.47M	1	0.34%	Reduced
223	BL BWCP LP Dallas, Texas	$23.6M	+$19.1M	1	3.86%	New
224	National Bank of Canada Montreal, Quebec, Canada	$23.6M	+$14.7M	6	0.02%	Increased
225	Great Lakes Advisors Chicago, Illinois	$23.6M	+$6.67M	2	0.2%	Increased