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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	Fidelity Investments Boston, Massachusetts	$638M	+$91.3M	6	0.08%	Increased
2	Vanguard Group Malvern, Pennsylvania	$508M	+$41.7M	7	0.03%	Increased
3	BlackRock Fund Advisors San Francisco, California	$304M	+$79.5K	7	0.07%	Increased
4	Arrowstreet Capital Boston, Massachusetts	$298M	+$19.5M	3	1.84%	Increased
5	SP Summit Partners Boston, Massachusetts	$233M	-$74.8M	1	84.04%	Reduced
6	Dodge & Cox San Francisco, California	$232M	-$17.5M	1	0.21%	Reduced
7	FTCM Fir Tree Capital Management New York	$219M	-$56.3M	1	3.13%	Reduced
8	JP Morgan Chase New York	$218M	+$21.6M	5	0.05%	Increased
9	Bank of New York Mellon New York	$212M	-$161K	8	0.06%	Reduced
10	T. Rowe Price Associates Baltimore, Maryland	$209M	-$3.84M	4	0.04%	Reduced
11	BlackRock Institutional Trust San Francisco, California	$198M	+$20.2M	9	0.03%	Increased
12	Invesco Atlanta, Georgia	$194M	+$43.7M	7	0.08%	Increased
13	Renaissance Technologies New York	$172M	+$69.1M	6	0.37%	Increased
14	Royce & Associates New York	$171M	-$20.5M	6	0.65%	Reduced
15	PC Perry Capital New York	$170M	-$24.5M	1	5.58%	Reduced
16	State Street Boston, Massachusetts	$169M	+$12.5M	7	0.02%	Increased
17	Discovery Capital Management South Norwalk, Connecticut	$166M	+$1.46M	1	1.89%	Increased
18	Dimensional Fund Advisors Austin, Texas	$160M	+$33.6M	7	0.1%	Increased
19	Wellington Management Group Boston, Massachusetts	$143M	+$38.2M	3	0.04%	Increased
20	PIM Platinum Investment Management Sydney Australia 2000, Australia	$131M	-$27.2M	2	2.61%	Reduced
21	Northern Trust Chicago, Illinois	$116M	+$2.87M	8	0.03%	Increased
22	Apex Capital Management Dayton, Ohio	$104M	+$56.4M	2	2.45%	Increased
23	TIAA CREF Investment Management New York	$98.5M	+$5.92M	7	0.07%	Increased
24	Millennium Management New York	$93.1M	+$48.3M	8	0.17%	Increased
25	Folketrygdfondet Oslo Norway, Norway	$89.5M	$0	1	2.47%	Maintained