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
| $1.57B | +$56M | 10 | 0.08% | Increased |
|
| 2 |
TI
TT International
London,
United Kingdom
| $1.55B | -$12.6M | 1 | 67.46% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $1.22B | +$34.2M | 8 | 0.05% | Increased |
|
| 4 |
Bank of New York Mellon
New York
| $993M | +$180M | 9 | 0.27% | Increased |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $631M | +$25.4M | 3 | 0.18% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $567M | +$33.4M | 7 | 0.13% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $550M | +$111M | 8 | 0.07% | Increased |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $433M | +$19.4M | 6 | 0.07% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $428M | +$38.4M | 9 | 0.18% | Increased |
|
| 10 |
AllianceBernstein
Nashville,
Tennessee
| $395M | -$4.67M | 9 | 0.29% | Reduced |
|
| 11 |
State Street
Boston,
Massachusetts
| $389M | +$16.7M | 9 | 0.03% | Increased |
|
| 12 |
Franklin Resources
San Mateo,
California
| $325M | -$51M | 2 | 0.16% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $227M | +$6.27M | 9 | 0.06% | Increased |
|
| 14 |
Ameriprise
Minneapolis,
Minnesota
| $223M | -$64M | 8 | 0.1% | Reduced |
|
| 15 |
TIAA CREF Investment Management
New York
| $223M | -$1.44M | 9 | 0.15% | Reduced |
|
| 16 |
Neuberger Berman Group
New York
| $219M | +$16.7M | 6 | 0.25% | Increased |
|
| 17 |
Teachers Advisors
New York
| $198M | -$14.2M | 9 | 0.26% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $196M | -$35.4M | 9 | 0.07% | Reduced |
|
| 19 |
LCS
Levin Capital Strategies
New York
| $193M | -$106M | 3 | 3.5% | Reduced |
|
| 20 |
Victory Capital Management
San Antonio,
Texas
| $187M | +$35.1M | 8 | 0.41% | Increased |
|
| 21 |
Goldman Sachs
New York
| $165M | -$11.1M | 9 | 0.04% | Reduced |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $158M | +$47.4M | 9 | 0.08% | Increased |
|
| 23 |
Millennium Management
New York
| $139M | +$2.35M | 6 | 0.19% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $135M | +$26.5M | 9 | 0.02% | Increased |
|
| 25 |
Folketrygdfondet
Oslo Norway,
Norway
| $135M | -$38.5M | 1 | 4.05% | Reduced |
|