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
| $1.54B | +$72.4M | 10 | 0.08% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.24B | +$29.4M | 8 | 0.06% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $624M | -$126M | 7 | 0.14% | Reduced |
|
| 4 |
Bank of New York Mellon
New York
| $610M | +$54.9M | 9 | 0.17% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $570M | +$40.2M | 4 | 0.17% | Increased |
|
| 6 |
Franklin Resources
San Mateo,
California
| $437M | -$51.3M | 2 | 0.21% | Reduced |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $436M | +$134M | 9 | 0.33% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $425M | +$10.6M | 7 | 0.05% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $421M | -$465K | 9 | 0.18% | Reduced |
|
| 10 |
Ameriprise
Minneapolis,
Minnesota
| $395M | +$194M | 9 | 0.19% | Increased |
|
| 11 |
State Street
Boston,
Massachusetts
| $375M | +$2.89M | 9 | 0.03% | Increased |
|
| 12 |
TIAA CREF Investment Management
New York
| $303M | +$20M | 9 | 0.21% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $278M | +$10.4M | 9 | 0.1% | Increased |
|
| 14 |
LCS
Levin Capital Strategies
New York
| $262M | +$9.06M | 2 | 4.44% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $246M | +$3.43M | 9 | 0.06% | Increased |
|
| 16 |
Teachers Advisors
New York
| $225M | +$5.2M | 9 | 0.3% | Increased |
|
| 17 |
Neuberger Berman Group
New York
| $217M | +$59.5M | 5 | 0.27% | Increased |
|
| 18 |
Victory Capital Management
San Antonio,
Texas
| $202M | -$4.44M | 8 | 0.45% | Reduced |
|
| 19 |
Ariel Investments
Chicago,
Illinois
| $196M | -$1.81M | 1 | 2.28% | Reduced |
|
| 20 |
Citadel Advisors
Miami,
Florida
| $188M | +$108M | 9 | 0.14% | Increased |
|
| 21 |
Frontier Capital Management
Boston,
Massachusetts
| $185M | +$62.9M | 2 | 1.34% | Increased |
|
| 22 |
Goldman Sachs
New York
| $150M | +$17.6M | 10 | 0.04% | Increased |
|
| 23 |
Pinnacle Associates
New York
| $138M | -$4.08M | 3 | 2.55% | Reduced |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $136M | -$2.88M | 9 | 0.02% | Reduced |
|
| 25 |
Geode Capital Management
Boston,
Massachusetts
| $130M | +$9.78M | 10 | 0.05% | Increased |
|