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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
$659M +$27.4M 8 0.04% Increased
2
Franklin Resources
Franklin Resources
California
$457M -$19.6M 2 0.25% Reduced
3
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$412M +$42.2M 9 0.09% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$291M -$710K 7 0.04% Reduced
5
Bank of New York Mellon
Bank of New York Mellon
New York
$256M +$2.4M 9 0.08% Increased
6
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$239M +$11.1M 9 0.14% Increased
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$229M +$6.58M 10 0.04% Increased
8
Invesco
Invesco
Georgia
$225M +$36.9M 8 0.08% Increased
9
State Street
State Street
Massachusetts
$200M +$12.3M 9 0.02% Increased
10
Wellington Management Group
Wellington Management Group
Massachusetts
$195M -$22.4M 6 0.05% Reduced
11
Renaissance Technologies
Renaissance Technologies
New York
$181M -$537K 8 0.34% Reduced
12
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$172M -$24.1M 5 0.04% Reduced
13
Capital Research Global Investors
Capital Research Global Investors
California
$160M +$12.9M 2 0.05% Increased
14
Teachers Advisors
Teachers Advisors
New York
$157M -$14.8M 9 0.27% Reduced
15
Northern Trust
Northern Trust
Illinois
$151M +$20.3M 9 0.05% Increased
16
Neuberger Berman Group
Neuberger Berman Group
New York
$115M -$21.6M 4 0.16% Reduced
17
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$113M -$28.9M 9 0.09% Reduced
18
Parnassus Investments
Parnassus Investments
California
$113M +$7.24M 1 0.68% Increased
19
Victory Capital Management
Victory Capital Management
Texas
$112M -$4.25M 6 0.45% Reduced
20
Folketrygdfondet
Folketrygdfondet
Norway
$105M +$54.7M 1 2.94% Increased
21
Ariel Investments
Ariel Investments
Illinois
$96.8M +$30.8M 1 1.22% Increased
22
LCS
Levin Capital Strategies
New York
$91.4M +$91M 1 1.65% New
23
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$79.5M -$8.83M 2 0.12% Reduced
24
Jennison Associates
Jennison Associates
New York
$78.7M +$26.8M 3 0.09% Increased
25
Bank of America
Bank of America
North Carolina
$78.3M -$21.4M 9 0.02% Reduced