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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
1	Dodge & Cox San Francisco, California	$657M	+$618M	1	0.78%	New
2	BNP Paribas Financial Markets Paris, France	$475M	+$71M	5	0.34%	New
3	Fidelity Investments Boston, Massachusetts	$372M	+$327M	5	0.06%	New
4	T. Rowe Price Associates Baltimore, Maryland	$348M	+$317M	6	0.09%	New
5	Vanguard Group Malvern, Pennsylvania	$318M	+$283M	6	0.03%	New
6	Goldman Sachs New York	$266M	+$249M	5	0.1%	New
7	BlackRock Fund Advisors San Francisco, California	$237M	+$211M	7	0.09%	New
8	Royce & Associates New York	$223M	+$197M	6	0.69%	New
9	Bank of New York Mellon New York	$214M	+$186M	7	0.07%	New
10	PIM Platinum Investment Management Sydney Australia 2000, Australia	$176M	+$150M	2	3.36%	New
11	State Street Boston, Massachusetts	$171M	+$151M	7	0.02%	New
12	BlackRock Institutional Trust San Francisco, California	$165M	+$146M	6	0.03%	New
13	AllianceBernstein Nashville, Tennessee	$156M	+$133M	7	0.17%	New
14	Kornitzer Capital Management Shawnee Mission, Kansas	$149M	+$134M	1	1.95%	New
15	Columbia Wanger Asset Management Chicago, Illinois	$141M	+$138M	2	0.62%	New
16	SP Summit Partners Boston, Massachusetts	$124M	+$119M	1	14.37%	New
17	Arrowstreet Capital Boston, Massachusetts	$122M	+$115M	2	0.91%	New
18	Artisan Partners Milwaukee, Wisconsin	$111M	+$99.9M	1	0.24%	New
19	Lord, Abbett & Co Jersey City, New Jersey	$104M	+$97.5M	3	0.24%	New
20	Northern Trust Chicago, Illinois	$104M	+$92.4M	7	0.04%	New
21	Citadel Advisors Miami, Florida	$87.1M	+$76.8M	5	0.15%	New
22	TIAA CREF Investment Management New York	$80.5M	+$69.8M	6	0.07%	New
23	Capital Research Global Investors Los Angeles, California	$78.2M	+$73.9M	2	0.03%	New
24	Parnassus Investments San Francisco, California	$69.9M	+$60M	1	0.92%	New
25	Luther King Capital Management (LKCM) Fort Worth, Texas	$69.3M	+$58.8M	2	0.65%	New