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
| $1.64B | +$23.8M | 10 | 0.08% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.26B | +$14.9M | 8 | 0.05% | Increased |
|
| 3 |
Bank of New York Mellon
New York
| $851M | -$113M | 9 | 0.23% | Reduced |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $574M | -$18.4M | 5 | 0.13% | Reduced |
|
| 5 |
Capital Research Global Investors
Los Angeles,
California
| $555M | -$70.5M | 3 | 0.15% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $551M | -$36M | 7 | 0.06% | Reduced |
|
| 7 |
Dimensional Fund Advisors
Austin,
Texas
| $444M | +$8.63M | 9 | 0.18% | Increased |
|
| 8 |
State Street
Boston,
Massachusetts
| $441M | +$39.2M | 9 | 0.04% | Increased |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $438M | +$29.5M | 7 | 0.07% | Increased |
|
| 10 |
AllianceBernstein
Nashville,
Tennessee
| $392M | -$4.61M | 9 | 0.27% | Reduced |
|
| 11 |
Franklin Resources
San Mateo,
California
| $317M | -$23.8M | 1 | 0.16% | Reduced |
|
| 12 |
Ameriprise
Minneapolis,
Minnesota
| $273M | +$14.3M | 9 | 0.12% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $249M | +$16.5M | 9 | 0.06% | Increased |
|
| 14 |
Neuberger Berman Group
New York
| $248M | +$17.8M | 6 | 0.27% | Increased |
|
| 15 |
Victory Capital Management
San Antonio,
Texas
| $212M | +$30.5M | 8 | 0.45% | Increased |
|
| 16 |
Goldman Sachs
New York
| $208M | +$35.4M | 9 | 0.06% | Increased |
|
| 17 |
Maverick Capital
Dallas,
Texas
| $191M | +$131M | 2 | 2.23% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $186M | -$17.5M | 9 | 0.06% | Reduced |
|
| 19 |
LCS
Levin Capital Strategies
New York
| $179M | -$24.6M | 2 | 3.08% | Reduced |
|
| 20 |
Teachers Advisors
New York
| $163M | -$31.2M | 9 | 0.2% | Reduced |
|
| 21 |
TIAA CREF Investment Management
New York
| $158M | -$60.4M | 9 | 0.11% | Reduced |
|
| 22 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
| $152M | +$79.4M | 1 | 3.3% | Increased |
|
| 23 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $145M | +$68.9M | 2 | 0.37% | Increased |
|
| 24 |
Fidelity International
Hamilton,
Bermuda
| $145M | +$16.1M | 2 | 0.22% | Increased |
|
| 25 |
Bank of America
Charlotte,
North Carolina
| $143M | +$6.32M | 9 | 0.02% | Increased |
|