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
| $1.51B | +$92.5M | 10 | 0.08% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.27B | +$53M | 8 | 0.06% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $790M | +$135M | 7 | 0.19% | Increased |
|
| 4 |
Bank of New York Mellon
New York
| $607M | +$93.8M | 9 | 0.17% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $554M | +$37.7M | 4 | 0.17% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $510M | -$22.8M | 2 | 0.25% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $471M | +$61.6M | 7 | 0.06% | Increased |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $415M | +$27.5M | 9 | 0.19% | Increased |
|
| 9 |
State Street
Boston,
Massachusetts
| $392M | +$28.3M | 9 | 0.03% | Increased |
|
| 10 |
AllianceBernstein
Nashville,
Tennessee
| $332M | +$19M | 9 | 0.26% | Increased |
|
| 11 |
TIAA CREF Investment Management
New York
| $310M | -$44.8M | 9 | 0.22% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $292M | +$18M | 9 | 0.09% | Increased |
|
| 13 |
LCS
Levin Capital Strategies
New York
| $261M | -$31.2M | 1 | 4.56% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $253M | +$23.2M | 9 | 0.07% | Increased |
|
| 15 |
Ameriprise
Minneapolis,
Minnesota
| $245M | +$133M | 9 | 0.12% | Increased |
|
| 16 |
Teachers Advisors
New York
| $238M | +$7.18M | 9 | 0.33% | Increased |
|
| 17 |
Victory Capital Management
San Antonio,
Texas
| $204M | -$16.9M | 7 | 0.48% | Reduced |
|
| 18 |
Ariel Investments
Chicago,
Illinois
| $204M | +$4.38M | 1 | 2.41% | Increased |
|
| 19 |
Lord, Abbett & Co
Jersey City,
New Jersey
| $190M | +$7.56M | 3 | 0.56% | Increased |
|
| 20 |
Neuberger Berman Group
New York
| $187M | -$757K | 6 | 0.24% | Reduced |
|
| 21 |
Frontier Capital Management
Boston,
Massachusetts
| $158M | +$90.6M | 2 | 1.16% | Increased |
|
| 22 |
Jennison Associates
New York
| $148M | +$2.43M | 3 | 0.16% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $145M | +$10.7M | 9 | 0.03% | Increased |
|
| 24 |
Pinnacle Associates
New York
| $144M | +$25.8M | 3 | 2.76% | Increased |
|
| 25 |
GGHC
Gilder Gagnon Howe & Co
New York
| $137M | +$22.1M | 3 | 2.03% | Increased |
|