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
| $1.42B | +$42.7M | 10 | 0.07% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.11B | +$10.7M | 8 | 0.05% | Increased |
|
| 3 |
Bank of New York Mellon
New York
| $635M | +$94.4M | 9 | 0.17% | Increased |
|
| 4 |
Capital Research Global Investors
Los Angeles,
California
| $582M | +$88.4M | 4 | 0.17% | Increased |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $535M | -$61.9M | 7 | 0.12% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $444M | +$135M | 8 | 0.05% | Increased |
|
| 7 |
Ameriprise
Minneapolis,
Minnesota
| $379M | +$73.8M | 9 | 0.17% | Increased |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $375M | -$21.4M | 9 | 0.16% | Reduced |
|
| 9 |
State Street
Boston,
Massachusetts
| $351M | +$19.2M | 9 | 0.03% | Increased |
|
| 10 |
Franklin Resources
San Mateo,
California
| $343M | +$3.64M | 2 | 0.16% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $343M | +$271M | 6 | 0.06% | Increased |
|
| 12 |
AllianceBernstein
Nashville,
Tennessee
| $318M | -$50.5M | 9 | 0.23% | Reduced |
|
| 13 |
LCS
Levin Capital Strategies
New York
| $256M | +$57.3M | 2 | 4.33% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $228M | -$28.2M | 9 | 0.08% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $207M | -$9.15M | 9 | 0.05% | Reduced |
|
| 16 |
Neuberger Berman Group
New York
| $186M | -$5.11M | 7 | 0.21% | Reduced |
|
| 17 |
TIAA CREF Investment Management
New York
| $183M | -$99.3M | 9 | 0.12% | Reduced |
|
| 18 |
Teachers Advisors
New York
| $175M | -$28.3M | 9 | 0.22% | Reduced |
|
| 19 |
Goldman Sachs
New York
| $167M | +$28.5M | 9 | 0.04% | Increased |
|
| 20 |
Folketrygdfondet
Oslo Norway,
Norway
| $148M | +$95.9M | 1 | 4.45% | Increased |
|
| 21 |
Victory Capital Management
San Antonio,
Texas
| $142M | -$35M | 7 | 0.3% | Reduced |
|
| 22 |
Millennium Management
New York
| $131M | +$72.8M | 7 | 0.18% | Increased |
|
| 23 |
Pinnacle Associates
New York
| $124M | -$8.05M | 3 | 2.37% | Reduced |
|
| 24 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $123M | -$4.53M | 2 | 0.18% | Reduced |
|
| 25 |
Frontier Capital Management
Boston,
Massachusetts
| $121M | -$16M | 2 | 0.88% | Reduced |
|