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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	$708M	+$33.3M	8	0.05%	Increased
2	Franklin Resources San Mateo, California	$578M	+$626K	4	0.29%	Increased
3	Fidelity Investments Boston, Massachusetts	$420M	+$8.65M	6	0.06%	Increased
4	BlackRock Fund Advisors San Francisco, California	$420M	+$26M	9	0.1%	Increased
5	Bank of New York Mellon New York	$290M	-$20M	9	0.09%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$266M	+$3.22M	10	0.04%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$256M	-$15.9M	5	0.05%	Reduced
8	SP Summit Partners Boston, Massachusetts	$254M	+$109K	1	79.7%	Increased
9	Dimensional Fund Advisors Austin, Texas	$223M	-$1.17M	8	0.14%	Reduced
10	Renaissance Technologies New York	$218M	+$71.6M	8	0.48%	Increased
11	State Street Boston, Massachusetts	$212M	+$9.66M	9	0.02%	Increased
12	Invesco Atlanta, Georgia	$203M	-$1.68M	8	0.08%	Reduced
13	JP Morgan Chase New York	$187M	-$10.5M	8	0.05%	Reduced
14	Wellington Management Group Boston, Massachusetts	$171M	-$15.3M	3	0.04%	Reduced
15	TIAA CREF Investment Management New York	$168M	+$46.9M	9	0.13%	Increased
16	Teachers Advisors New York	$158M	+$57.1M	9	0.3%	Increased
17	Northern Trust Chicago, Illinois	$146M	-$99.5K	9	0.05%	Reduced
18	Capital Research Global Investors Los Angeles, California	$145M	+$7.96M	2	0.05%	Increased
19	Bank of America Charlotte, North Carolina	$141M	-$17.9M	9	0.03%	Reduced
20	Neuberger Berman Group New York	$138M	+$2.13M	5	0.18%	Increased
21	AllianceBernstein Nashville, Tennessee	$123M	+$42.7M	6	0.1%	Increased
22	Apex Capital Management Dayton, Ohio	$116M	+$1.86M	2	2.6%	Increased
23	Arrowstreet Capital Boston, Massachusetts	$115M	+$89.3M	7	0.53%	Increased
24	Parnassus Investments San Francisco, California	$101M	+$41.3M	1	0.68%	Increased
25	CCI Columbus Circle Investors	$93.7M	+$17.8M	3	0.75%	Increased