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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	Vanguard Group Malvern, Pennsylvania	$632M	+$131M	8	0.05%	Increased
2	Franklin Resources San Mateo, California	$537M	+$27.7M	4	0.27%	Increased
3	Fidelity Investments Boston, Massachusetts	$440M	-$120M	7	0.06%	Reduced
4	BlackRock Fund Advisors San Francisco, California	$364M	+$59M	9	0.09%	Increased
5	Bank of New York Mellon New York	$286M	+$97.7M	9	0.09%	Increased
6	BlackRock Institutional Trust San Francisco, California	$243M	+$68.4M	10	0.04%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$229M	+$66.5M	5	0.05%	Increased
8	Invesco Atlanta, Georgia	$203M	+$17.6M	8	0.09%	Increased
9	Dimensional Fund Advisors Austin, Texas	$200M	+$37.2M	8	0.13%	Increased
10	State Street Boston, Massachusetts	$191M	+$20.6M	9	0.02%	Increased
11	Wellington Management Group Boston, Massachusetts	$187M	+$24.5M	3	0.05%	Increased
12	SP Summit Partners Boston, Massachusetts	$180M	$0	1	75.17%	Maintained
13	JP Morgan Chase New York	$179M	+$6.48M	7	0.05%	Increased
14	Bank of America Charlotte, North Carolina	$154M	+$81.8M	8	0.04%	Increased
15	Renaissance Technologies New York	$142M	-$30.6M	8	0.34%	Reduced
16	Northern Trust Chicago, Illinois	$138M	+$19.4M	9	0.05%	Increased
17	Neuberger Berman Group New York	$128M	+$29.1M	5	0.17%	Increased
18	Millennium Management New York	$124M	+$86.4M	8	0.24%	Increased
19	Apex Capital Management Dayton, Ohio	$120M	+$6.52M	2	2.7%	Increased
20	TIAA CREF Investment Management New York	$114M	+$13.4M	9	0.09%	Increased
21	FTCM Fir Tree Capital Management New York	$108M	-$40.4M	1	1.81%	Reduced
22	SFM Systematic Financial Management Teaneck, New Jersey	$108M	+$16.6M	4	1.14%	Increased
23	Capital Research Global Investors Los Angeles, California	$103M	+$103M	2	0.04%	Increased
24	Teachers Advisors New York	$93.2M	+$21.8M	9	0.19%	Increased
25	AllianceBernstein Nashville, Tennessee	$84M	+$79.8M	6	0.07%	Increased