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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
Dodge & Cox
California
$1.11B -$26.9M 1 1.26% Reduced
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$553M +$1.77M 5 0.4% Increased
3
Fidelity Investments
Fidelity Investments
Massachusetts
$502M +$25.6M 5 0.08% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$410M -$25.9M 6 0.1% Reduced
5
Vanguard Group
Vanguard Group
Pennsylvania
$392M +$20.3M 6 0.04% Increased
6
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$302M +$24.3M 7 0.1% Increased
7
Royce & Associates
Royce & Associates
New York
$229M -$13.3M 6 0.68% Reduced
8
Bank of New York Mellon
Bank of New York Mellon
New York
$224M -$39.1M 7 0.07% Reduced
9
Goldman Sachs
Goldman Sachs
New York
$218M -$158M 6 0.08% Reduced
10
State Street
State Street
Massachusetts
$203M -$323K 7 0.02% Reduced
11
PIM
Platinum Investment Management
Australia
$191M -$24.7M 2 3.48% Reduced
12
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$190M -$1.13M 6 0.04% Reduced
13
AllianceBernstein
AllianceBernstein
Tennessee
$182M -$6.98M 7 0.18% Reduced
14
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$179M -$23.4M 3 1.14% Reduced
15
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$161M $0 2 0.65% Maintained
16
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$158M -$2.68M 1 1.85% Reduced
17
Citigroup
Citigroup
New York
$156M +$106M 7 0.15% Increased
18
SP
Summit Partners
Massachusetts
$144M $0 1 16.62% Maintained
19
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$137M +$77M 4 0.26% Increased
20
American Century Companies
American Century Companies
Missouri
$131M +$114M 1 0.16% Increased
21
Northern Trust
Northern Trust
Illinois
$122M -$445K 7 0.04% Reduced
22
Citadel Advisors
Citadel Advisors
Florida
$122M +$7.82M 6 0.18% Increased
23
Artisan Partners
Artisan Partners
Wisconsin
$119M -$815K 1 0.23% Reduced
24
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$105M +$5.12M 6 0.08% Increased
25
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$104M -$21.8M 3 0.24% Reduced