Accepted Manuscript
Molecular phylogeny of the Brazilian endemic genus Orthophytum (Bromelioideae, Bromeliaceae) and its implications on morphological character evolution
Rafael B. Louzada, Katharina Schulte, Maria das Graças L. Wanderley, Daniele
Silvestro, Georg Zizka, Michael H.J. Barfuss, Clarisse Palma-Silva
PII:
DOI:
Reference:
S1055-7903(14)00099-2
http://dx.doi.org/10.1016/j.ympev.2014.03.007
YMPEV 4844
To appear in:
Molecular Phylogenetics and Evolution
Received Date:
Revised Date:
Accepted Date:
26 January 2013
27 February 2014
10 March 2014
Please cite this article as: Louzada, R.B., Schulte, K., Wanderley, M.L., Silvestro, D., Zizka, G., Barfuss, M.H.J.,
Palma-Silva, C., Molecular phylogeny of the Brazilian endemic genus Orthophytum (Bromelioideae, Bromeliaceae)
and its implications on morphological character evolution, Molecular Phylogenetics and Evolution (2014), doi:
http://dx.doi.org/10.1016/j.ympev.2014.03.007
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Molecular phylogeny of the Brazilian endemic genus Orthophytum (Bromelioideae,
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Bromeliaceae) and its implications on morphological character evolution
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Rafael B. Louzada *, Katharina Schulte , Maria das Graças L. Wanderley , Daniele Silvestro ,
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Georg Zizkae, Michael H.J. Barfussf, Clarisse Palma-Silva
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a
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b
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c
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4814, Australia.
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d
a,
b,c
d
e
b
Universidade Federal de Pernambuco, Departamento de Botânica, Recife 50670–901, Pernambuco, Brazil.
Australian Tropical Herbarium, James Cook University, PO Box 6811, Cairns QLD 4878, Australia.
Centre for Tropical Biodiversity and Climate Change, James Cook University, Discovery Drive, Townsville, QLD
Instituto de Botânica, Secretaria do Meio Ambiente, Avenida Miguel Stéfano 3687, São Paulo 01061-970, São Paulo,
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Brazil.
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e
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Frankfurt am Main D–60325, Germany.
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f
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1030 Vienna, Austria.
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*Corresponding author: Telephone +55 81 2126-8864.
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E-mail address: rb.louzada@gmail.com (R.B. Louzada).
Department of Botany and Molecular Evolution, Research Institute Senckenberg and J.W. Goethe University,
Department of Systematic and Evolutionary Botany, Faculty of Life Sciences, University of Vienna, Rennweg 14,
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Abstract
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The saxicolous genus Orthophytum (~ 60 species, Bromeliaceae) is endemic to eastern Brazil and
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diversified in xeric habitats of the Caatinga and campos rupestres. Within the genus, two main
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groups are discerned based on the presence or absence of a pedunculate inflorescence, which are
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further subdivided into several morphological subgroups. However, these systematic hypotheses
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have not yet been tested in a molecular phylogenetic framework. Here we present the first
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phylogenetic analysis of Orthophytum using nuclear and plastid markers (phytochrome C, and
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trnH-psbA and trnL-trnF spacers). Forty species representing the two main groups and all
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subgroups of Orthophytum, and the related genera Cryptanthus (8 spp.) and Lapanthus (2 spp.)
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were analyzed. The phylogenetic reconstruction revealed a well-supported clade termed Eu-
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Orthophytum, containing species with pedunculate inflorescences only. The Orthophytum species
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with sessile inflorescence formed two clades: 1) the amoenum group, and 2) the vagans group plus
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O. foliosum, the only pedunculate Orthophytum species found outside Eu-Orthophytum. The
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vagans clade is in sister group position to Eu-Orthophytum. Within the latter, the subgroup mello-
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barretoi was sister to the most diversified clade, termed Core Orthophytum. Morphological
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character state reconstructions of floral characters used in previous taxonomic treatments as key
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diagnostic characters (penduncle presence, corolla form, and petal appendage form) showed
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different levels of homoplasy.
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Keywords: Bromelioideae; bromeliads; Espinhaço Range; phytochrome C; PHYC; trnH-psbA
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spacer; trnL-trnF spacer.
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1. Introduction
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Bromeliaceae (ca. 4300 spp.; Butcher and Gouda, cont. updated) is an almost exclusively
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Neotropical family, with only one species (Pitcairnia feliciana (A. Chev.) Harms & Mildbraed)
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occurring in West Africa. The family has traditionally been divided in three subfamilies:
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Pitcairnioideae, Bromelioideae and Tillandsioideae (Smith and Downs, 1974, 1977, 1979; Smith
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and Till, 1998). The monophyly of Pitcairnioideae has been questioned in several molecular
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phylogenetic studies (e.g. Barfuss et al., 2005; Crayn et al., 2004; Givnish et al. 2007; Horres et al.,
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2000; Terry et al., 1997), and recently a new classification for Bromeliaceae based on molecular
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phylogenetic evidence from the gene ndhF was proposed by Givnish et al. (2007, 2011) dividing
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Bromeliaceae into eight subfamilies: Brocchinioideae, Lindmanioideae, Tillandsioideae,
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Hechtioideae, Navioideae, Pitcairnioideae, Puyoideae and Bromelioideae.
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Subfamily Bromelioideae comprises 33 genera and approximately 950 species distributed in
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tropical and subtropical America with a center of diversity in southeastern Brazil (Butcher and
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Gouda, cont. updated; Smith and Downs, 1979). The monophyly of the subfamily is supported by
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both morphological and molecular evidence, with Puya as sister group (Barfuss et al., 2005; Crayn
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et al., 2004; Givnish et al., 2004, 2007, 2011; Horres et al., 2000; 2007; Schulte et al., 2005, 2009;
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Schulte and Zizka, 2008; Terry et al., 1997). Nevertheless the inter- and infrageneric relationships
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within the subfamily are poorly understood (Brown and Leme, 2000; Schulte et al., 2009). Recent
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molecular studies based on plastid and nuclear data identified several basal lineages within the
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subfamily (Greigia Regel, Ochagavia Phil., Fascicularia Mez, Deinacanthon Mez, Bromelia Juss.)
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(Schulte et al., 2005, 2009; Schulte and Zizka, 2008). Fernseea Baker was reported as sister to a
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clade comprising the remainder of the subfamily, termed Eu-Bromelioideae (Schulte et al., 2009;
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Schulte and Zizka, 2008). Among the latter, the genera Orthophytum Beer, Cryptanthus Otto & A.
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Dietr., Ananas Mill., Neoglaziovia Mez, and Acanthostachys Klotzsch were identified as early
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divergent lineages (basal eu-bromelioids) whereas the more advanced bromelioids, characterized by
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the tank habit (a central water collecting tank formed by the leaf sheaths), formed a moderately-
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supported clade, termed the core bromelioids (Givnish et al., 2011; Schulte et al., 2009; Schulte and
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Zizka, 2008; Sass and Specht, 2010). Whereas core bromelioids comprise the majority of species
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and epiphytes, the more basal lineages lack a central external water reservoir and are mainly
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terrestrial or lithophytes.
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Orthophytum is a saxicolous (rarely terrestrial) genus endemic to eastern Brazil where it
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underwent considerable diversification (Fig. 1). The species generally inhabit the top of granitic-
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gneiss inselbergs in the regions of the Atlantic Rainforest and the Caatinga, and quartzitic-
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sandstone outcrops in the Brazilian campos rupestres („rocky fields‟) along the Espinhaço Range.
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Two centers of diversity can be recognized, one in the Espinhaço Range and the other in the
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Atlantic Rain Forest area in the Brazilian states of Minas Gerais and Espírito Santo (Louzada and
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Wanderley, 2010).
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The genus was described by Beer (1854) based on one unnamed collection of a pedunculate
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species known today as Orthophytum glabrum (Mez) Mez (Louzada and Wanderley, 2010). Ule
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(1908) described two new genera from Brazil (Sincoraea Ule and Cryptanthopsis Ule), both with
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sessile inflorescences, which were subsequently regarded as synonyms of Orthophytum (Smith,
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1955; Smith and Downs, 1979). In the taxonomic treatment for Bromeliaceae in Flora Neotropica
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(Smith and Downs, 1979), 17 species of Orthophytum were recognized. Today the genus comprises
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about 60 species (Louzada and Wanderley, 2011), the majority described in the last two decades,
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and a taxonomic revision of the group is urgently needed to assess the conservation status of the
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species.
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Within Orthophytum two main morphological groups are traditionally recognized based on
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the presence or absence of a peduncle (or stalk, sometimes in bromeliads also called a scape; Leme
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2004; Louzada and Wanderley, 2010; Wanderley, 1990; Wanderley and Conceição, 2006). These
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groups of species were termed “complexes” in Leme (2004) and each one was subdivided into
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subgroups also called “subcomplexes”. However in this study we adopted the terms groups and
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subgroups instead of complexes and subcomplexes because we understand these morphological
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groups of species are not species complexes according to its idea. The first group comprises the
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majority of species and is termed the “group with scapose inflorescence” which is divided into three
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subgroups: disjunctum, leprosum, and mello-barretoi (Leme, 2004). The other is the “group with
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sessile inflorescence” which comprises three subgroups: amoenum, vagans, and supthutii (Leme,
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2004). Recently, a new genus was established (Lapanthus Louzada & Versieux) to better
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accommodate the species of the supthutii subgroup (Louzada and Versieux, 2010). Nevertheless,
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the validity of these taxonomic hypotheses has not yet been tested in a molecular phylogenetic
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framework.
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In previous phylogenetic studies on Bromelioideae, Orthophytum has usually been
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represented by only a few taxa (Ramírez-Morillo, 1996; Schulte et al., 2005, 2009; Schulte and
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Zizka, 2008) and the genus was found to be the sister group of Cryptanthus. However, due to the
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low taxon sampling the hypotheses outlined above and the monophyly of the genus could not be
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properly tested yet. Therefore, a more comprehensive phylogenetic study is needed to clarify inter-
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and intrageneric relationships of Orthophytum.
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Here we present a molecular phylogeny of Orthophytum and related genera based on the
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plastid intergenic spacer regions trnL-trnF and trnH-psbA, and the low-copy nuclear gene
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phytochrome C (PHYC). The objectives were (1) to assess the phylogenetic relationships between
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Orthophytum, Cryptanthus, and Lapanthus, and the monophyly of the genera, (2) to elucidate
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intrageneric relationships in Orthophytum, (3) to investigate the evolution and taxonomic
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significance of morphological characters previously used in the taxonomy of Orthophytum.
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2. Material and methods
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2.1. Taxon sampling
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In the present study a molecular data set of 54 species from six genera (Table 1) was
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analyzed. In Orthophytum, 40 of the about 60 recognized species (i.e. 67 % of known diversity)
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were included to investigate all of the morphological groups and subgroups described by Leme
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(2004) including the two species of the supthutii subgroup today recognized as the genus Lapanthus
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(Louzada and Versieux, 2010). In addition, eight species of the genus Cryptanthus comprising
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representatives from the two subgenera and six of eight sections described by Ramírez-Morillo
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(1996) were included in the data set. Outgroup species were included from the early diverging
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Bromelioideae: Bromelia (2), Ochagavia (1) and from the mono-generic subfamily Puyoideae (1)
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based on Givnish et al. (2011) and Schulte et al. (2009).
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2.2. DNA extraction, amplification and sequencing
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Total genomic DNA was extracted from leaf material using a cetyltrimethylammonium
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bromide (CTAB) procedure (Doyle and Doyle, 1987) modified by Horres et al. (2000). The
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phytochrome C (PHYC) gene was amplified using primers phyc515f-br AAG CCC TTY TAC GCT
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ATC CTG CAC CG and phyc1699r-br ATW GCA TCC ATT TCA ACA TCT TCC CA. Internal
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primers were used for sequencing (phyc974f-br GCT CCT CAC GGC TGC CAC GCT CA and
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phyc1145r-mo CCT GMA RCA RGA ACT CAC AAG CAT ATC). The trnL-trnF and trnH-psbA
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regions were amplified using universal primers described in Shaw et al. (2005) and Sang et al.
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(1997), respectively. The two plastid regions and the nuclear gene were chosen because they have
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proven to be most informative markers for Bromeliaceae (e.g., Barfuss et al., 2005: trnL-trnF;
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Givnish et al., 2011: trnL-trnF, trnH-psbA; Jabaily & Sytsma, 2010: PHYC). Amplifications were
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carried out in a Veriti Thermal Cycler (Applied Biosystem Corp., Foster City, California). Plastid
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regions were amplified with 10 μL reactions following Palma-Silva et al. (2009). The nuclear
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region PHYC was amplified with 10 μL as follows: 1x Taq buffer (Fermentas), 1.5 mM MgCl2
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(Fermentas), l00 μmol deoxynucleotide triphosphate, 10 pmol of each primer , 1 U Taq DNA
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polymerase (Fermentas) and 10-20 ng of DNA template, using a standard cycling program: 2 min
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denaturation at 95o C followed by 35 cycles of 95o C denaturation for 30 s, 30 s annealing at 59o C,
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and 2 min extension at 70o C and a final elongation step at 70o C for 7 min. The PCR products were
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cleaned using ExoSAP-IT (USB Corp., Cleveland, Ohio) following the manufacturer‟s protocol.
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Cycle sequencing was carried out with the Big Dye Terminator kit v.3.1 (Applied Biosystem Corp.,
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Foster City, California) with an initial 60 s denaturation at 95o C, followed by 30 cycles at 96o C
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denaturation for 10 s, 10 s annealing at 50o C, and 2 min extension at 60o C. The sequences were
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generated on an ABI 3730 DNA Analyzer sequencer.
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2.3. Alignment of sequences and data congruence
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The sequences were assembled and edited with the software Geneious 5.1.7 (Drummond et
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al., 2011) and initially aligned with MAFFT (Kazutaka et al., 2002) followed by manual
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adjustments in Geneious. Congruence among data partitions of the two plastid and one nuclear
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marker was assessed a) by visual inspection of the tree topologies based on the plastid versus the
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nuclear data set and b) with the incongruence length difference (ILD) test (Farris et al., 1994)
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implemented in PAUP*4.0b10 (Swofford, 2002) employing 100 replicates (heuristic search, 10
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random addition replicates, tree-bisection-reconnection (TBR) branch swapping), saving a
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maximum of 1,000 most parsimonious trees per replicate.
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2.4. Phylogenetic analysis
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A maximum parsimony (MP) analysis was performed in PAUP*4.0b10. Heuristic searches
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were conducted with 10,000 random taxon addition replicates and TBR branch swapping. The
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statistical support was estimated by bootstrap analysis with 1,000 pseudoreplicates, each with 10
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random taxon addition replicates and TBR branch swapping. The degree of homoplasy was
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estimated using consistency (CI) and retention (RI) indices.
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Bayesian inference analyses (BI) were run in MrBayes 3.2 (Ronquist et al. 2012). The best-fit
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model (GTR+I+G) for the combined dataset was determined using the Akaike Information
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Criterion (Akaike, 1973) as implemented in MrModeltest 2.2 (Nylander, 2004). Four simultaneous
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Markov chains Monte Carlo (MCMC) were run for 10,000,000 generations sampling every 1,000
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generations. After examining the MCMC convergence using Tracer (Rambaut and Drummond,
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2007), the initial 2,000,000 generations from each run were discarded from the analysis as burn-in
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while the remaining trees were used to construct a consensus tree with posterior probabilities (PP)
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assessing the statistical nodal support. Two partitioning schemes were tested, one unlinking the
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model parameters between nuclear and plastid regions, the other unlinking all markers (i.e. three
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partitions). The best-fit model was chosen by Bayes factor test based on the harmonic mean of the
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respective log likelihoods (Kass and Raftery, 1995).
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2.5. State character reconstruction
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To examine the evolution of key morphological characters used in previous taxonomic
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treatments (Smith and Downs, 1979; Leme, 2004) and to assess their taxonomic value, ancestral
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character state reconstructions were performed with maximum parsimony using Mesquite 2.75
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(Maddison and Maddison, 2011) and a Bayesian framework in RASP (Yu et al. 2013). The analyses
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were run on the Bayesian consensus tree based on the combined plastid and nuclear data set,
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exluding the outgroup. Three characters were examined: Peduncle presence: [0] absent, [1] present;
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corolla form: [1] clavate, [2] tubular; and petal appendages form: [1] fimbriate, [2] sacciform
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lacerate, [3] acute, [4] cuppuliform lacerate, [5] absent). Character states were scored from fresh
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material, herbarium sample and literature (Louzada and Wanderley, 2010; Smith and Downs 1979).
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3. Results
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3.1. Phylogenetic relationship
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Sequences for the two plastid and one nuclear loci were generated for 54 accessions of
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Bromelia, Cryptanthus, Lapanthus, Ochagavia, Orthophytum and Puya (Table 1). The final
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alignment comprised 605 positions for trnH-psbA, 851 for trnL-trnF intergenic spacer regions, and
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1,124 for the nuclear gene PHYC. The combined dataset yielded an alignment of 2,580 characters in
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length with 273 variable characters. The number of parsimony informative characters was 105 (4%)
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for the ingroup (Orthophytum, Cryptanthus, and Lapanthus), and 78 (3 %) for Orthophytum. PHYC
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alignment presented few double peaks, inferred as allelic variation, which were treated as
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ambiguous data. The partition homogeneity test indicated that the different data partitions of the
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combined matrix (PHYC vs. two plastid regions) are not significantly incongruent (P-value =
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0.067). The phylogenetic consensus trees based on the plastid versus the nuclear data set did not
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yield any statistically supported incongruent topologies. Thus, in the following we discuss the
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phylogenetic relationships among Orthophytum and related genera based on the combined data set.
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A comparison of the two partitioning schemes in the Bayesian analyses showed that the model with
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three unlinked partitions outperforms the model with two partitions (log Bayes factor: 22.7,
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harmonic means of the log-likelihood: -6430.35 and -6441.70 respectively). The results of the
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Bayesian inference (BI) based on the unlinked partition scheme are therefore presented below
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unless noted otherwise.
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In the MP analysis of the combined data matrix 130,093 most parsimonious trees of 392 steps
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in length were found (CI = 0.75; RI = 0.89). The MP (not shown) and the BI consensus trees of the
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combined data set show a moderate to highly-supported clade containing the genera Orthophytum,
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Cryptanthus and Lapanthus (BS 71, PP 1). This group comprises four main clades (1–4) in the BI
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(Fig. 2).
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The first main clade receives moderate to high statistical support (BS 66, PP 1) and unifies the
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species of the amoenum subgroup sensu Leme (2004). The clade comprises seven of the ten
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investigated Orthophytum species with sessile inflorescences and short caulescent habit (Fig. 2, 3).
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Within the first main clade, O. burle-marxii, O. heleniceae, O. ophiuroides and O. ulei form a
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moderately to highly-supported clade (BS 69, PP 1) in which the sister group relationship between
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O. burle-marxii and O. ophiuroides receives a moderately to high statistical support (BS 66, PP
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0.99).
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In the second main clade, the two species of Lapanthus form a strongly supported clade (BS
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97, PP 1), which is found as the sister group to a clade including Cryptanthus tiradentensis in the
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first diverging lineage plus the highly-supported group (five species) of Cryptanthus subg.
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Cryptanthus sensu Ramírez-Morillo (1996) (BS 100, PP 1). Nevertheless, the sister group
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relationship receives no statistical support in the BI analysis and the node collapses in the strict
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consensus of the MP analysis. Within the Cryptanthus subg. Cryptanthus clade, the first divergent
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lineage is C. bahianus (sect. Bahianae), sister group to a moderately to well-supported clade (BS
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84, PP 0.99) with C. colnagoi (sect. Cryptanthus), C. diamantinesis (sect. Bahianae), C. warren-
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loosei, (sect. Bahianae), and C. zonatus (sect. Zonatae).
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The third main clade shows a highly supported lineage with two long caulescent species with
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sessile inflorescences of Cryptanthus subg. Hoplocryptanthus (C. odoratissimus, C. microglaziovii;
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Fig. 2 (BS 95, PP 1) as sister group to a large, highly-supported clade comprising the remaining
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species of Orthophytum (BS 96, PP 1). Nevertheless, the sister group relationship between the latter
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and the Cryptanthus subg. Hoplocryptanthus clade does not receive statistical support.
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The first diverging clade (A) within the large Orthophytum clade is well supported (BS 91, PP
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1) and consists of three species with sessile inflorescences and long caulescent habit, which
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constitute the vagans subgroup (O. zanonii, O. vagans, O. pseudovagans) sensu Leme (2004), plus
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a pedunculate species (O. foliosum) nested within the vagans subgroup. Thus, the clade includes
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members of the two main morphological groups (sessile and pedunculate inflorescences; Fig. 2).
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Within the vagans clade, O. zanonii is sister to a well-supported clade with O. vagans, O.
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pseudovagans and O. foliosum (BS 86, PP 0.98).
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Next diverging is a well-supported clade (BS 91, PP 1), termed Eu-Orthophytum clade in the
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following, which comprises all species with pedunculate inflorescences. Its sister group relationship
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to the vagans clade is well supported (BS 96, PP 1). The Eu-Orthophytum clade splits into two
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highly supported clades (B, C) and relationships between the two clades receive high statistical
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support (Fig. 2). Clade B consists of the species of the mello-barretoi subgroup (BS 96, PP 1),
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represented in our sampling with four out of six species and covering almost the complete
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geographic distribution of the subgroup. The BI tree shows Orthophytum mello-barretoi as sister
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species of O. schulzianum (BS 75, PP 0.96), both forming a sister group to O. diamantinense and O.
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graomogolense. In the MP strict consensus tree the phylogenetic relationships within the mello-
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barretoi subcomplex remain unresolved.
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Clade C, in the following termed the Core Orthophytum clade, is strongly supported (BS 100,
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PP 1) and comprises the majority of Orthophytum species, all possessing pedunculate
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inflorescences in lax spikes of spikes or spikes densely arranged and petal apices obtuse to
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subacute. Several subclades receive moderate to high support but relationships between these
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subclades remain largely unclear due to a lack of resolution or statistical support. Noteworthy
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groups of the Core Orthophytum clade are the glabrum clade (PP 0.97), the fosterianum clade, the
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saxicola clade (BS 93, PP 1) and the sucrei clade (Fig. 2).
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3.2. State character reconstruction
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Both Bayesian and maximum parsimony analyzes reconstructed sessile inflorescences as
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ancestral character state for the group, with two independent shifts to pedunculate inflorescences: 1)
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in Orthophytum foliosum and 2) in the Eu-Orthophytum clade (Fig. 2, 3). The character state
263
reconstructions of the corolla form indicates that a tubular corolla represents the ancestral character
264
state in the Cryptanthus-Orthophytum clade with at least two shifts to a clavate corolla in the
265
vagans clade (excluding O. foliosum) and the mello-barretoi clade (Fig. 4A). The ancestral
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character state reconstructions of petal appendages form indicate that sacciform lacerate petal
267
appendages represent the ancestral state character in the group and that it can be considered a
268
synapomorphy of the amoenum clade. The acute petal appendages are present in Lapanthus, and the
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absence of petal appendages is shared by at least two clades including Cryptanthus species (Fig.
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4B). In the next diverging lineage (vagans clade) cupuliform lacerate petal appendages were
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reconstructed as ancestral state with one shift for sacciform lacerate appendages in Orthophytum
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foliosum. Fimbriate appendages appear to be a synapomorphy of the Core Orthophytum clade.
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4. Discussion
In Bromelioideae, the reconstruction of infrageneric relationships based on DNA sequence
276
data has proven difficult due to low sequence divergence of molecular markers used so far, yielding
277
phylogenetic reconstructions with generally low resolution and support values (Sass and Specht
278
2010; Schulte et al. 2009; Sousa et al., 2007; Sousa, 2011). In Bromelioideae, those studies were
279
conducted within the more advanced Eu-Bromelioideae, the core bromelioids, which are
280
characterized by the presence of a central water collecting tank and which apparently underwent a
281
rapid radiation starting around 5.5 Ma mainly in a largely continuous habitat, the Brazilian Atlantic
282
rainforest (Givnish et al., 2011; Schulte et al., 2005, 2009). In contrast, Orthophytum represents an
283
early diverging lineage within the Eu-Bromelioideae that diversified extensively in xeric vegetation
284
types in Southeast and Northeast Brazil, the campos rupestres and Caatinga, with their vast
285
diversity of naturally isolated microhabitats (the inselbergs), which promoted genetic isolation and
286
thus fostered the evolution of numerous microendemics in Orthophytum (Smith and Downs, 1979).
287
Here we present and discuss the first molecular phylogeny of the genus based on a comprehensive
288
sampling of its known diversity. This allowed us to identify several highly supported lineages
289
within the genus, to elucidate infrageneric phylogenetic relationships, and to highlight critical issues
290
for future research.
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4.1. Phylogenetic relationship within Orthophytum and related genera
The phylogenetic reconstructions depict a well-supported clade unifying the Orthophytum
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species with pedunculate inflorescence plus the vagans clade, which comprises three species with
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sessile inflorescences and short stem, and one species with a pedunculate inflorescence (O.
296
foliosum) (Fig. 2, 3).
297
The species belonging to the amoenum subgroup sensu Leme (2004) formed a well-supported
298
clade (Fig. 2), thus supporting Leme‟s taxonomic concept. The subgroup is characterized by sessile
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299
inflorescences (Fig. 3), short and inconspicuous stems, inner leaves and primary bracts contrasting
300
with the outer leaves in color, and white petals with a pair of sacciform lacerate appendages inserted
301
laterally to the antepetalous stamens (Leme, 2004; Louzada and Wanderley, 2010). Leme (2007)
302
also noticed a morphological affinity between Cryptanthus subgen. Hoplocryptanthus sect.
303
Schwackeanae and Orthophytum, stating that species of this section are morphologically more
304
similar to the species of Orthophytum than to any other Cryptanthus species. This morphological
305
similarity is especially pronounced among species of the amoenum subgroup and Cryptanthus
306
subgen. Hoplocryptanthus sect. Schwackeanae (here represented by C. tiradentenis), which mainly
307
differ in the presence or absence of petal appendages.
308
Lapanthus, a genus recently erected to accommodate two aberrant species (L. itambensis and
309
L. duartei) formerly placed within the sessile inflorescence group of Orthophytum (Louzada and
310
Versieux, 2010), forms a well-supported monophyletic clade in sister group position to Cryptanthus
311
tiradentensis (subg. Hoplocryptanthus), and a highly supported clade uniting the species of
312
Cryptanthus subgen. Cryptanthus, however, this sister group relationship is not supported. The
313
species of Cryptanthus subg. Cryptanthus are andromonoecious, usually short caulescent with
314
sessile inflorescences, never pseudopedunculate, and usually without petal appendages or calli
315
(Ramírez-Morillo, 1996). In Bromeliaceae, andromonoecy is only reported for Cryptanthus subg.
316
Cryptanthus (Ramírez-Morillo, 1996), therefore this feature represents a potential synapomorphy
317
for the clade. Lapanthus is morphologically more similar to Cryptanthus subg. Hoplocryptanthus
318
sect. Schwackeanae because both groups possess scented and hermaphroditic flowers (Louzada and
319
Versieux, 2010; Ramírez-Morillo, 1996). Moreover, the species of Lapanthus and Cryptanthus
320
subg. Hoplocryptanthus sect. Schwackeanae share a similar habitat in the southern portion of the
321
Espinhaço Range, inhabiting quartzite-sandstone and iron rocky outcrops.
322
323
In clade 3, the first divergent lineage and sister group of the remaining Orthophytum species
comprises Cryptanthus odoratissimus and C. microglaziovii, which belong to the subg.
13
324
Hoplocryptanthus, sections Mesophyticae and Hoplocryptanthus, respectively. This subgenus is
325
characterized by a usually long caulescent habit (sometimes short caulescent), sessile
326
inflorescences, and hermaphroditic flowers.
327
The next diverging clade unifies the three species of the vagans subgroup sensu Leme (2004)
328
plus Orthophytum foliosum (Fig. 2). The species of the vagans subgroup possess an interesting
329
morphological affinity to Cryptanthus odoratissimus and C. microglaziovii. They have a long
330
caulescent habit with a sessile inflorescence (Fig. 3), which is rare in Orthophytum but not in
331
Cryptanthus subg. Hoplocryptanthus sect. Hoplocryptanthus, including C. microglaziovii. The
332
molecular phylogeny indicates that the vagans subgroup in its original circumscription may
333
constitute a paraphyletic lineage, and that Orthophytum foliosum may need to be included. The
334
latter species has a pedunculate inflorescence and was placed in the disjunctum subgroup by Leme
335
(2004). The position of the three species under the subgroup vagans (Leme, 2004; sessile
336
inflorescence and long caulescent habit), which is closely related to the pedunculate species of
337
Orthophytum, raises a few questions. Are the plants really long caulescent? Is the structure found in
338
Orthophytum foliosum really homologous to the peduncle of the other Orthophytum species?
339
Developmental and anatomical studies of the peduncles in Orthophytum are required to address
340
these questions.
341
The outlined morphological affinities between the well-supported clades outside the Eu-
342
Orthophytum clade revealed in the molecular phylogeny lead us to the conclusion that the generic
343
boundaries of Orthophytum, Cryptanthus, and Lapanthus need to be carefully revised as in their
344
current circumscription they may not constitute monophyletic lineages. To this aim, a broader
345
sampling of the genus Cryptanthus appears vital as well as the inclusion of further molecular
346
markers. Traditionally, the genera Orthophytum and Cryptanthus have been separated based on the
347
presence or absence of petal appendages (Orthophytum: present, Cryptanthus: absent). The
348
taxonomic utility of this character for the delimitation of genera in Bromeliaceae has been
14
349
questioned repeatedly (Brown and Terry, 1992; Zizka et al., 1999), and a recent molecular
350
phylogenetic study demonstrated that this character is homoplastic in subfamily Bromelioideae
351
(Schulte and Zizka, 2008).
352
Although the chromosome number 2n=50 prevails in Bromeliaceae (Brown et al., 1997;
353
Brown and Gilmartin, 1989; Cotias-de-Oliveira et al., 2004; Gitai et al., 2005; Louzada et al., 2010;
354
Palma-Silva et al., 2004; Ramírez-Morillo and Brown, 2001, among other), Cryptanthus species
355
studied so far exhibited lower chromosome counts 2n=34, 36 or 54 (e.g. Ceita et al., 2008;
356
Ramírez-Morillo, 1996; Ramírez-Morillo and Brown, 2001) whereas in Orthophytum a polyploidy
357
series of 2n=50, 100, and 150 has been reported (Cotias-de-Oliveira et al., 2000; Louzada et al.,
358
2010). In Lapanthus the only report is for L. duartei (= O. supthutii) with 2n=50 (Louzada et al.,
359
2010). Therefore, a potentially useful character to delimit Cryptanthus from
360
Orthophytum/Lapanthus may be their chromosome numbers if the reduction of chromosome
361
numbers was the initial isolating event that preceded the evolution of Cryptanthus. Nevertheless,
362
this hypothesis remains to be tested in a phylogenetic framework. So far, chromosome counts for
363
Cryptanthus are available only for a handful of species (9 spp.; Ramírez-Morillo and Brown, 2001).
364
4.2. Phylogenetic relationships in Eu-Orthophytum
365
The first diverging lineage within the Eu-Orthophytum clade represents the mello-barretoi
366
subgroup sensu Leme (2004, 2008), thus supporting the monophyly of the subcomplex. These
367
species are characterized by pedunculate inflorescences with basal primary bracts narrowly
368
triangular and elongate, the usually red inflorescences in congested spikes of glomerules, and green
369
petals with obtuse-cucullate apices. It remains to be evaluated if the subgroup should be recognized
370
with a formal status within the genus (Leme and Paula, 2008) but this should await the inclusion of
371
O. eddie-estevesii, the northernmost species of the group, in the phylogenetic analysis.
372
373
Core Orthophytum (Fig. 2) arises as sister group to the subgroup mello-barretoi and
comprises the majority of Orthophytum species, morphologically characterized by lax
15
374
inflorescences in spikes of spikes or spikes, greenish-white petals with white lobes, and obtuse to
375
subacute apices. Within Core Orthophytum four lineages were found with species that, according to
376
their morphological features, may be included in the leprosum and the disjunctum subgroup sensu
377
Leme (2004). The leprosum subgroup is mainly characterized by leaves that do not form a distinct
378
rosette before and at anthesis, and the disjunctum subgroup by possessing a distinct rosette before
379
and after anthesis.
380
The fosterianum clade comprises six pedunculate species (O. alvimii, O. fosterianum, O.
381
grossiorum, O. gurkenii, O. lanuginosum, O. magalhaesii) with inflorescences in lax spikes of
382
spikes, and leaves and primary bracts with lepidote-lanate indumentum, the latter representing the
383
morphological synapomorphy of the group (Hutchinson, 1983; Leme and Paula, 2003, 2005). The
384
second lineage in Core Orthophytum, named sucrei clade, comprises O. boudetianum sister to O.
385
sucrei (BS 84, PP 1), and O. estevesii sister to O. pseudostoloniferum (BS 82, PP 1). These are
386
small sized species with inflorescences that are spikes, inhabiting granitic-gneiss rocky outcrops in
387
the central region of the Brazilian state of Espírito Santo.
388
A highly-supported clade unifies two other groups termed glabrum and saxicola clades. The
389
glabrum clade shelters four species including Orthophytum glabrum, the generic type (Smith,
390
1955). Orthophytum leprosum occurs as sister to a clade with O. glabrum, O. horridum and O.
391
lucidum, and according Leme (2004) the first two species are placed in the leprosum subgroup, and
392
the remaining two other species are placed in the disjunctum subgroup. Based on the present
393
analysis we conclude that the leprosum subgroup is not monophyletic, firstly due to O. glabrum
394
being more closely related to O. lucidum and O. horridum than to O. leprosum, and secondly by the
395
placement of O. falconii (leprosum subcomplex) in the saxicola clade. The combination of features
396
such as stiff coriaceous leaves being glabrous or lepidote with adpressed scales, can characterize the
397
species included in the glabrum clade. However, more morphological studies are necessary in order
398
to better define the group.
16
399
The final diverging clade is a highly supported group termed the saxicola clade which
400
includes the terrestrial species Orthophytum falconii in sister group position to the remaining
401
species of the saxicola clade. Orthophytum falconii is known only from the type collection and
402
resembles morphologically O. benzingii (= O. leprosum) due the absence of a rosette at anthesis
403
(Leme, 2003). For that reason, it was placed in the leprosum subgroup (Leme, 2004).
404
The saxicola clade certainly represents the most diversified group within Core Orthophytum
405
with the dwarf O. saxicola and the robust O. riocontense. As with the glabrum clade, to define one
406
or more morphological features, which characterize the saxicola clade is a challenging task. In
407
contrast to the other subclades within Core Orthophytum, in the saxicola clade both inflorescences
408
types (spikes or lax spikes of spikes) can be found in different species. For example spikes are
409
observed in O. saxicola and O. harleyi whereas lax spikes of spikes are present in O. argentum and
410
O. toscanoi or even both inflorescence types can be found in the same species (e.g. O.
411
conquistense).
412
4.3. Character state reconstructions of key morphological characters
413
In the past, the genus Orthophytum was informally subdivided into two major groups
414
according to the inflorescence type, the sessile and the pendunculate inflorescence group (Leme,
415
2004; Smith and Downs, 1979; Wanderley, 1990). Mapping this character onto the obtained
416
phylogeny revealed that pedunculate inflorescences evolved twice within Orthophytum, once within
417
the vagans clade (O. foliosum) and in a clade that entirely consists of representatives with
418
pedunculate inflorescences, termed Eu-Orthophytum clade and comprising the majority of species.
419
In contrast, the Orthophytum species with sessile inflorescences were found in two clades: the
420
amoenum and the vagans clade, which both received moderate to high support values (Fig. 2).
421
Relationships between these two clades remain unclear due to a lack of resolution in the deeper
422
nodes of the phylogeny. Besides these two clades, the genera Cryptanthus and Lapanthus both
423
consist of species with sessile inflorescences. Mapping the inflorescence type onto the phylogeny
17
424
showed that sessile inflorescences could be regarded as the plesiomorphic condition in
425
Orthophytum, and pedunculate inflorescences as the derived one (Fig. 3). Although pedunculate
426
inflorescences apparently arose twice within the genus, the character state possesses a valuable
427
phylogenetic signal as it characterizes a major lineage, the Eu-Orthophytum clade.
428
The vagans clade and the Cryptanthus subg. Hoplocryptanthus clade possess an interesting
429
long caulescent habit due to the elongation of the vegetative stem bearing the sessile inflorescence,
430
characterizing probably an intermediate stage in the evolution of Orthophytum. Although three of
431
four species included in the vagans clade have sessile inflorescences and one pedunculate, all are
432
composed of congested spikes of glomerules. The same inflorescence branching type is found in the
433
next diverging mello-barretoi clade. Moreover, O. pseudovagans, O. vagans and O. zanoni have
434
petals with obtuse-cucullate apices, only present in these two clades, reinforcing the hypothesis of a
435
clade with intermediate features.
436
Flower characters such as petal appendages and corolla form have been widely used for
437
classification in Bromeliaceae (Smith and Downs, 1974, 1977, 1979) and are considered valuable
438
for inter- and intraspecific classification in Cryptanthus, Lapanthus and Orthophytum (Leme, 2004;
439
Louzada and Wanderley 2010; Louzada and Versieux, 2010). Our ancestral state reconstructions of
440
the form of the corolla and the petal appendages indicated different levels of homoplasy (Fig. 4),
441
which implies a limited taxonomic value of these characters in the group.
442
Corolla form mapped in our phylogeny (Fig. 4A) demonstrates that clavate and tubular
443
corolla arose at least twice in the evolution of the three genera. The type of corolla can be
444
associated with specific pollinators, however reproductive biology studies in these genera are still
445
incipient.
446
As mentioned above, petal appendages have been used as a diagnostic character at genus
447
level. This feature has been also highlighted by Schulte and Zizka (2008) where taxonomic
448
significance of the presence or absence of this character in higher taxonomic levels was evaluated in
18
449
a phylogenetic framework. Furthermore, the authors also emphasized that this character is
450
inappropriate for generic delimitation in Bromelioideae. Taking into account the presence or
451
absence of petal appendages, our data confirm the results published by Schulte and Zizka (2008)
452
(Fig. 4B), however the form of these appendages have not been evaluated at the infra-generic level
453
before.
454
The presence of petal appendages seems to be an ancestral character in the group with the
455
appearance of sacciform lacerate appendages in the amoenum clade (Fig. 2 and 4B). In the next two
456
diverging lineages, which comprise two clades of Cryptanthus genus, the petal appendages are
457
absent and a second independent origin of petal appendages is inferred in the clade including Eu-
458
Orthophytum and vagans clades.
459
Our character state reconstruction showed that the sacciform lacerate petal appendages arose
460
two times independently and therefore are homoplastic. Interestingly, the species of the amoenum
461
and mello-barretoi clades (Figs. 2 and 4B) that present sacciform lacerate appendages are
462
distributed in two extremes of the same mountain chain (Espinhaço Range), indicating the
463
convergent evolution of petal appendages form in the same environment.
464
Fimbriate, acute and cuppuliform lacerate petal appendages are exclusive characters of the
465
Core Orthophytum, Lapanthus and vagans clades respectively, and may be putative
466
synapomorphies of these clades.
467
468
469
5. Conclusions
The study presents the first phylogeny of the Brazilian endemic genus Orthophytum. The
470
presented results show the first molecular phylogenetic evidence that Orthophytum as well as its
471
two traditional morphological groups (sessile inflorescence and pedunculate groups) may not be
472
monophyletic. However, with the weak internal node support in trees from the different
473
phylogenetic analyzes, we cannot confirm the non-monophyletic status of Orthophytum.
19
474
Additionally, Cryptanthus species appear at least in the two lineages. However, the two traditional
475
groups amoenum and mello-barretoi were confirmed as natural groups with high statistical support.
476
Mapping the inflorescence type onto the phylogeny showed the pedunculate condition as
477
derived in the evolution of Orthophytum and related. Bayesian and parsimony ancestral state
478
character reconstructions indicated varying level homoplasy in the form of the corolla and the petal
479
appendages, two characters which are frequently used as diagnostic in Cryptanthus, Lapanthus and
480
Orthophytum.
481
Finally, for future studies in Orthophytum we suggest the inclusion of additional variable
482
molecular markers to assess the monophyly of the genus as well as to include a wider sampling for
483
Cryptanthus. Furthermore, phylogeographic studies in closely related Orthophytum species would
484
be desirable to increase our understanding of interspecific relationships.
485
486
6. Acknowledgements
487
The authors thank São Paulo Research Foundation/FAPESP (graduate research fellowship RBL
488
08/52912-5 and CP-S 2009/52725-3) and CNPq for financial support; IBAMA, IEF for collection
489
permits; Lisa Campbell for language editing; Maria Cláudia Medeiros, Gisele Silva, Marlon
490
Machado, Geyner Alves, Diego Pinangé, Ana Paula Prata, Daniel Melo, Rodrigo Oliveira for
491
assistance during field work; Ana Maria Benko-Iseppon, Fábio Pinheiro, Diego Pinangé, Geyner
492
Alves, Rodrigo Pegorin and Cesar Redivo for lab assistance; Leonardo M. Versieux, Rafaela C.
493
Forzza, Tânia Wendt, Tarciso Filgueiras and two anonymous reviewers and editor for their much
494
valuable comments on the paper.
495
496
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644
645
Table 1. Studied material. Abbreviations: B, Herbarium of Botanical Garden of Berlin; FR,
646
Herbarium Senckenbergianum; HB, Herbarium Bradeanum; IBt, Instituto de Botânica, São Paulo;
647
K, Herbarium of Royal Botanical Gardens, Kew; MBML, Herbarium of Museu de Biologia Melo
648
Leitão; SP, Herbarium of Instituto de Botânica, São Paulo; WU, Herbarium of Vienna University.
649
650
Fig. 1. A-U. Diversity of Orthophytum. A. O. argentum. B. O. leprosum. C. O. boudetianum. D. O.
651
braunii. E. O. maracasense. F. O. albopictum. G. O. conquistense. H. O. humile. I. O. disjunctum.
652
J. O. eddie-estevesii. K. O. foliosum. L. O. magalhaesii. M. O. glabrum. N. O. hatschbachii. O. O.
653
ophiuroides. P. O. ulei. Q. O. graomogolense. R. O. grossiorum. S. O. horridum. T. O. sucrei. U.
654
O. lanuginosum (Fotos R.B. Louzada).
655
Fig. 2. Phylogram of Bayesian analysis of the combined nuclear and plastid data (PHYC, trnL-trnF
656
and trnH-psbA ). Numbers above the branches represent posterior probabilities (PP) and below
657
these branches are bootstrap values (BS). Numbers after terminal names indicate the chromosome
658
counts.
659
Fig. 3. Cladogram of Bayesian analysis of the combined nuclear and plastid data set (PHYC, trnL-
660
trnF and trnH-psbA) mapping the presence and absence of a peduncle.
661
Fig. 4. Ancestral character reconstructions for floral characters based on the Bayesian tree inference
662
of the combined nuclear and plastid data set (PHYC, trnL-trnF and trnH-psbA). (A) Corolla form.
663
(B) Petal appendages form. Branch colors indicate the ancestral reconstruction under maximum
664
parsimony. Pie diagrams at nodes indicate ancestral character reconstructions under Bayesian
665
framework.
666
27
667
Taxa
Locality
Voucher
Bromelia pinguin L.
ex cult.
Schulte 300508-10 (FR)
Bromelia serra Griseb.
ex cult.
Horres 029 (FR)
Cryptanthus bahianus L.B. Sm.
ex cult.
Gartenherbar 11060a (B)
Cryptanthus colnagoi Rauh & Leme
ex cult.
HBV 7103 (WU)
Cryptanthus diamantinense Leme
ex cult.
Leme 3813 (HB)
Cryptanthus microgaziovii I. Ramírez
Brazil, ES, Santa Leopoldina
Louzada et al. 12 (SP)
Cryptanthus odoratissimus Leme
ex cult.
Kautsky et al. s.n. (HB)
Cryptanthus tiradentensis Leme
Brazil, MG, Tiradentes
Louzada et al. 158 (SP)
Cryptanthus warren-loosei Leme
ex cult.
0013741 (WU)
Cryptanthus zonatus (Vis.) Beer
Brazil, PE, Recife
IBT living collection
Lapanthus duartei (L.B. Sm.) Louzada & Versieux
Lapanthus itambensis (Versieux & Leme)
Brazil, MG, Conceição do Mato
Dentro
Louzada et al. 28 (SP)
Brazil, MG, Santo Antonio do Itambé
Louzada et al. 30 (SP)
ex cult.
Horres 015a (FR)
Orthophytum alvimii W. Weber
Brazil, MG, Teófilo Otoni
Louzada et al. 90 (SP)
Orthophytum argentum Louzada & Wand.
Brazil, BA, Rio de Contas
Louzada et al. 110 (SP)
Orthophytum boudetianum Leme & L. Kollmann
Brazil, ES, Afonso Cláudio
Louzada 135 (SP)
Orthophytum braunii Leme
Brazil, BA, Seabra
Machado 50 (SP)
Orthophytum burle-marxii L.B. Sm. & Read
Brazil, BA, Lençóis
Louzada & Moreira 45 (SP)
Orthophytum conquistense Leme & M. Machado
Brazil, BA, Vitória da Conquista
Machado 277 (SP)
Orthophytum diamantinense Leme
Brazil, BA, Diamantina
Louzada & Ribeiro 146 (SP)
Orthophytum estevesii (Rauh) Leme
Brazil, ES, Santa Teresa
Fontana et al. 2959 (MBML)
Orthophytum falconii Leme
Brazil, BA, Candido Sales
Reis & Falcon s.n. (HB 89876)
Orthophytum foliosum L.B. Sm.
Brazil, ES, Santa Teresa
Louzada et al. 13 (SP)
Orthophytum fosterianum L.B. Sm.
Brazil, ES, Colatina
Louzada et al. 17 (SP)
Orthophytum glabrum (Mez) Mez
Brazil, MG, Itaobim
Louzada & Medeiros 139 (SP)
Orthophytum graomogolense Leme & C.C. Paula
Brazil, MG, Grão Mogol
Louzada & Moreira 42 (SP)
Orthophytum grossiorum Leme & C.C. Paula
Brazil, MG, Carlos Chagas
Leme et al. 5584 (HB)
Orthophytum gurkenii Hutchison
Brazil, ES, Baixo Guandu
Louzada 133 (SP)
Orthophytum harleyi Leme & M. Machado
Brazil, BA, Érico Cardoso
Louzada et al. 108 (SP)
Orthophytum hatschbachii Leme
Brazil, BA, Rio de Contas
Louzada et al. 104 (SP)
Orthophytum heleniceae Leme
Brazil, BA, Andaraí
Wanderley et al. 2544 (SP)
Orthophytum horridum Leme
Brazil, MG, Pedra Azul
Louzada & Medeiros 138 (SP)
Orthophytum humile L.B. Sm.
Brazil, MG, Grão Mogol
Louzada & Moreira 41 (SP)
Orthophytum lanuginosum Leme & C.C. Paula
Brazil, MG, Teófilo Otoni
Louzada & Medeiros 143 (SP)
Orthophytum lemei E. Pereira & I.A. Penna
Brazil, BA, Morro do Chapéu
Louzada et al. 186
Orthophytum leprosum (Mez) Mez
Brazil, MG, Jacinto
Louzada & Medeiros 141 (SP)
Orthophytum lucidum Leme & H. Luther
Brazil, BA, Jequitinhonha
Louzada & Medeiros 142 (SP)
Orthophytum macroflorum Leme & M. Machado
Brazil, BA, Licínio de Almeida
Machado s.n. (SP 441733)
Louzada & Versieux
Ochagavia litoralis (Phil.) Zizka, Trumpler &
Zoellner
28
Orthophytum magalhaesii L.B. Sm.
Brazil, ES, Vila Pavão
Louzada 131 (SP)
Orthophytum mello-barretoi L.B. Sm.
Brazil, MG, Santana do Riacho
Louzada & Medeiros 84 (SP)
Orthophytum mucugense Wand. & Conc.
Brazil, BA, Mucugê
Louzada & Moreira 58 (SP)
Orthophytum ophiuroides Louzada & Wand.
Brazil, BA, Lençóis
Louzada & Wanderley 88 (SP)
Brazil, ES, Santa Teresa
Leme et al. 6915 (MBML)
Orthophytum pseudovagans Leme & L. Kollmann
Brazil, ES, Águia Branca
Demuner et al. 3464 (MBML)
Orthophytum riocontense Leme
Brasil, BA, Abaíra
Machado 1206 (SP)
Orthophytum saxicola (Ule) L.B. Sm.
Brazil, BA, Itaberaba
Louzada et al. 122 (SP)
Orthophytum schulzianum Leme & M. Machado
Brazil, MG, Diamantina
Machado 1218 (SP)
Orthophytum sucrei H. Luther
Brazil, ES, Afonso Cláudio
Louzada 136 (SP)
Orthophytum toscanoi Leme
Brazil, BA,
Machado 1213 (SP)
Orthophytum ulei Louzada & Wand.
Brazil, BA, Mucugê
Louzada & Wanderley 91 (SP)
Orthophytum vagans M.B. Foster
ex cult.
Louzada s.n. (SP 442925)
Orthophytum zanonii Leme
Brazil, ES, Pancas
Louzada et al. 18 (SP)
Orthophytum sp.
Brazil, BA, Jacaraci
Machado 1207 (SP)
Puya chilensis Molina
ex cult.
Chase 23824 (K)
Orthophytum pseudostoloniferum Leme & L.
Kollmann
668
29
Highlights
The first phylogeny of the bromeliad genus Orthophytum is here presented.
In the present study was sampled 40 of the about 60 recognized species of Orthophytum.
The two main morphological groups of Orthophytum arise as non-monophyletic.
The pedunculate inflorescence in the genus can be regarded as derived condition.
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