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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
Vanguard Group
Pennsylvania
$743M +$22.1M 8 0.05% Increased
2
Franklin Resources
Franklin Resources
California
$513M +$1.81M 3 0.27% Increased
3
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$423M -$11M 9 0.1% Reduced
4
Fidelity Investments
Fidelity Investments
Massachusetts
$397M +$20.6M 7 0.05% Increased
5
Bank of New York Mellon
Bank of New York Mellon
New York
$273M -$22.4M 9 0.08% Reduced
6
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$267M +$27.9M 9 0.16% Increased
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$261M -$11M 10 0.04% Reduced
8
Wellington Management Group
Wellington Management Group
Massachusetts
$260M +$86.2M 7 0.07% Increased
9
State Street
State Street
Massachusetts
$217M +$3.29M 9 0.02% Increased
10
Invesco
Invesco
Georgia
$214M +$21M 8 0.09% Increased
11
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M -$65.9M 5 0.05% Reduced
12
Renaissance Technologies
Renaissance Technologies
New York
$195M -$7.51M 8 0.37% Reduced
13
Teachers Advisors
Teachers Advisors
New York
$188M +$29.7M 9 0.34% Increased
14
Capital Research Global Investors
Capital Research Global Investors
California
$165M -$9.01M 2 0.06% Reduced
15
Neuberger Berman Group
Neuberger Berman Group
New York
$163M +$26.2M 5 0.22% Increased
16
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$157M -$7.81M 9 0.12% Reduced
17
Northern Trust
Northern Trust
Illinois
$150M +$9.1M 9 0.05% Increased
18
JP Morgan Chase
JP Morgan Chase
New York
$144M -$27.6M 8 0.04% Reduced
19
Victory Capital Management
Victory Capital Management
Texas
$124M +$49.3M 7 0.51% Increased
20
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$123M +$17.3M 5 0.52% Increased
21
SP
Summit Partners
Massachusetts
$115M -$141M 1 66.06% Reduced
22
Bank of America
Bank of America
North Carolina
$113M -$17.5M 8 0.03% Reduced
23
Apex Capital Management
Apex Capital Management
Ohio
$110M +$5.33M 2 2.43% Increased
24
Parnassus Investments
Parnassus Investments
California
$107M +$12.9M 1 0.68% Increased
25
AllianceBernstein
AllianceBernstein
Tennessee
$101M -$12.5M 6 0.09% Reduced