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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	$625M	-$48.7M	6	0.08%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$584M	+$34.9M	7	0.04%	Increased
3	Franklin Resources San Mateo, California	$529M	+$522M	3	0.24%	Increased
4	BlackRock Fund Advisors San Francisco, California	$354M	+$24.1M	7	0.08%	Increased
5	SP Summit Partners Boston, Massachusetts	$238M	-$1.28M	1	78.78%	Reduced
6	Arrowstreet Capital Boston, Massachusetts	$236M	-$37.2M	6	1.34%	Reduced
7	Bank of New York Mellon New York	$224M	-$15.7M	8	0.06%	Reduced
8	Invesco Atlanta, Georgia	$210M	-$16.3M	8	0.08%	Reduced
9	BlackRock Institutional Trust San Francisco, California	$205M	-$10.8M	8	0.03%	Reduced
10	JP Morgan Chase New York	$202M	-$47.6M	5	0.05%	Reduced
11	State Street Boston, Massachusetts	$196M	+$9.45M	8	0.02%	Increased
12	T. Rowe Price Associates Baltimore, Maryland	$192M	-$4.66M	4	0.04%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$190M	+$21.4M	7	0.12%	Increased
14	Wellington Management Group Boston, Massachusetts	$183M	+$6.57M	3	0.05%	Increased
15	Renaissance Technologies New York	$180M	+$17.2M	6	0.41%	Increased
16	FTCM Fir Tree Capital Management New York	$151M	-$49.6M	1	2.41%	Reduced
17	PIM Platinum Investment Management Sydney Australia 2000, Australia	$150M	-$9.34M	2	3.03%	Reduced
18	Northern Trust Chicago, Illinois	$135M	+$11.1M	8	0.04%	Increased
19	Apex Capital Management Dayton, Ohio	$125M	+$7.5M	2	2.68%	Increased
20	Neuberger Berman Group New York	$118M	+$25.4M	4	0.13%	Increased
21	TIAA CREF Investment Management New York	$116M	+$1.33M	8	0.08%	Increased
22	SFM Systematic Financial Management Teaneck, New Jersey	$107M	+$99.7M	4	0.91%	Increased
23	Royce & Associates New York	$92.8M	-$77.1M	6	0.39%	Reduced
24	RS Investment Management San Francisco, California	$90.9M	+$25.7M	2	0.78%	Increased
25	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$89.8M	+$3.74M	2	0.12%	Increased