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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	BlackRock New York	$1.36B	+$1.29B	10	0.07%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.16B	+$117M	8	0.06%	Increased
3	Wellington Management Group Boston, Massachusetts	$600M	+$117M	8	0.14%	Increased
4	Capital Research Global Investors Los Angeles, California	$495M	+$21.7M	3	0.16%	Increased
5	Bank of New York Mellon New York	$483M	+$57M	9	0.13%	Increased
6	Franklin Resources San Mateo, California	$469M	-$13.2M	2	0.24%	Reduced
7	Dimensional Fund Advisors Austin, Texas	$384M	+$22.7M	9	0.18%	Increased
8	Fidelity Investments Boston, Massachusetts	$380M	+$28.7M	7	0.05%	Increased
9	State Street Boston, Massachusetts	$346M	+$30.5M	9	0.03%	Increased
10	TIAA CREF Investment Management New York	$336M	+$55.5M	9	0.24%	Increased
11	AllianceBernstein Nashville, Tennessee	$286M	+$146M	9	0.23%	Increased
12	LCS Levin Capital Strategies New York	$258M	-$19.6M	1	4.6%	Reduced
13	Invesco Atlanta, Georgia	$256M	-$10.2M	9	0.08%	Reduced
14	Teachers Advisors New York	$217M	+$18.9M	9	0.32%	Increased
15	Northern Trust Chicago, Illinois	$216M	+$8.97M	9	0.06%	Increased
16	Victory Capital Management San Antonio, Texas	$214M	+$3.26M	7	0.51%	Increased
17	Ariel Investments Chicago, Illinois	$175M	+$28.4M	1	2.06%	Increased
18	Neuberger Berman Group New York	$173M	+$11.4M	5	0.22%	Increased
19	Renaissance Technologies New York	$170M	-$43M	9	0.24%	Reduced
20	Lord, Abbett & Co Jersey City, New Jersey	$159M	+$46M	3	0.48%	Increased
21	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$135M	-$8.94M	2	0.2%	Reduced
22	Jennison Associates New York	$128M	+$19.3M	3	0.14%	Increased
23	T. Rowe Price Associates Baltimore, Maryland	$126M	-$70M	7	0.02%	Reduced
24	Bank of America Charlotte, North Carolina	$125M	-$17.5M	9	0.02%	Reduced
25	Schroder Investment Management Group London, United Kingdom	$119M	+$19M	2	0.21%	Increased