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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
$912M +$21.7M 8 0.05% Increased
2
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$687M +$75.1M 8 0.13% Increased
3
Franklin Resources
Franklin Resources
California
$433M +$14.4M 2 0.22% Increased
4
Wellington Management Group
Wellington Management Group
Massachusetts
$414M +$79.8M 6 0.1% Increased
5
Bank of New York Mellon
Bank of New York Mellon
New York
$396M -$6.36M 9 0.11% Reduced
6
Capital Research Global Investors
Capital Research Global Investors
California
$354M +$74.3M 3 0.11% Increased
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$331M +$14.6M 9 0.17% Increased
8
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$303M -$1.43M 10 0.05% Reduced
9
Fidelity Investments
Fidelity Investments
Massachusetts
$299M +$40.3M 7 0.04% Increased
10
State Street
State Street
Massachusetts
$281M +$13M 9 0.03% Increased
11
Invesco
Invesco
Georgia
$260M +$3.23M 9 0.09% Increased
12
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$255M +$50.4M 9 0.19% Increased
13
LCS
Levin Capital Strategies
New York
$248M +$53.1M 1 4.25% Increased
14
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$200M -$3.29M 7 0.04% Reduced
15
Victory Capital Management
Victory Capital Management
Texas
$199M +$11M 7 0.5% Increased
16
Renaissance Technologies
Renaissance Technologies
New York
$197M -$11.1M 9 0.31% Reduced
17
Northern Trust
Northern Trust
Illinois
$183M -$9.01M 9 0.06% Reduced
18
Teachers Advisors
Teachers Advisors
New York
$182M -$44.4M 9 0.29% Reduced
19
Neuberger Berman Group
Neuberger Berman Group
New York
$146M +$14.7M 5 0.2% Increased
20
Bank of America
Bank of America
North Carolina
$133M +$24.7M 9 0.03% Increased
21
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$129M -$30.1M 3 0.28% Reduced
22
Ariel Investments
Ariel Investments
Illinois
$129M +$28M 1 1.52% Increased
23
Parnassus Investments
Parnassus Investments
California
$128M -$9.83M 1 0.63% Reduced
24
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$120M -$3.12M 2 0.18% Reduced
25
Russell Investments Group
Russell Investments Group
United Kingdom
$120M +$114M 8 0.23% New