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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
$845M +$35.5M 8 0.05% Increased
2
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$573M +$47.5M 9 0.12% Increased
3
Franklin Resources
Franklin Resources
California
$480M -$1.02M 2 0.25% Reduced
4
Bank of New York Mellon
Bank of New York Mellon
New York
$374M +$50.7M 9 0.11% Increased
5
Wellington Management Group
Wellington Management Group
Massachusetts
$328M +$56.5M 6 0.08% Increased
6
Capital Research Global Investors
Capital Research Global Investors
California
$299M +$28M 2 0.1% Increased
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$298M +$6.19M 9 0.16% Increased
8
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$290M +$9.22M 10 0.04% Increased
9
Fidelity Investments
Fidelity Investments
Massachusetts
$266M +$12.8M 7 0.04% Increased
10
State Street
State Street
Massachusetts
$254M +$8.21M 9 0.03% Increased
11
Invesco
Invesco
Georgia
$233M -$28.1M 8 0.08% Reduced
12
LCS
Levin Capital Strategies
New York
$233M +$137M 1 3.42% Increased
13
Teachers Advisors
Teachers Advisors
New York
$222M +$10.3M 9 0.37% Increased
14
Renaissance Technologies
Renaissance Technologies
New York
$212M +$8.78M 9 0.37% Increased
15
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$193M +$40.9M 9 0.12% Increased
16
Northern Trust
Northern Trust
Illinois
$187M +$8.02M 9 0.06% Increased
17
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$181M +$86.6M 4 0.38% Increased
18
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$179M -$11.8M 5 0.04% Reduced
19
Victory Capital Management
Victory Capital Management
Texas
$175M +$40M 6 0.49% Increased
20
Parnassus Investments
Parnassus Investments
California
$124M -$6.26M 1 0.68% Reduced
21
Neuberger Berman Group
Neuberger Berman Group
New York
$123M -$5.82M 4 0.17% Reduced
22
Ariel Investments
Ariel Investments
Illinois
$120M +$21.4M 1 1.46% Increased
23
Emerald Acquisition
Emerald Acquisition
Washington
$111M +$24M 9 0.21% Increased
24
Folketrygdfondet
Folketrygdfondet
Norway
$106M $0 1 3.14% Maintained
25
Bank of America
Bank of America
North Carolina
$104M +$17.6M 9 0.02% Increased