← All themes Semiconductors

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	$1.76B	+$63.5M	10	0.08%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.34B	+$41.4M	8	0.05%	Increased
3	Bank of New York Mellon New York	$667M	-$217M	9	0.17%	Reduced
4	Wellington Management Group Boston, Massachusetts	$595M	-$28.4M	6	0.13%	Reduced
5	Capital Research Global Investors Los Angeles, California	$510M	-$48.6M	2	0.15%	Reduced
6	State Street Boston, Massachusetts	$467M	+$12.9M	9	0.04%	Increased
7	Dimensional Fund Advisors Austin, Texas	$453M	-$14M	9	0.17%	Reduced
8	Fidelity Investments Boston, Massachusetts	$453M	-$21.1M	8	0.05%	Reduced
9	AllianceBernstein Nashville, Tennessee	$428M	+$37.5M	9	0.28%	Increased
10	T. Rowe Price Associates Baltimore, Maryland	$335M	-$112M	6	0.05%	Reduced
11	Ameriprise Minneapolis, Minnesota	$317M	+$45.7M	9	0.11%	Increased
12	Franklin Resources San Mateo, California	$302M	-$5.85M	1	0.15%	Reduced
13	Northern Trust Chicago, Illinois	$272M	+$13.6M	9	0.07%	Increased
14	Neuberger Berman Group New York	$242M	-$13.5M	6	0.27%	Reduced
15	Goldman Sachs New York	$239M	+$13.4M	10	0.06%	Increased
16	Victory Capital Management San Antonio, Texas	$213M	-$20.7M	6	0.44%	Reduced
17	LCS Levin Capital Strategies New York	$196M	+$22.6M	1	3.37%	Increased
18	Mackenzie Financial Toronto Ontario, Ontario, Canada	$189M	+$46.2M	2	0.46%	Increased
19	Invesco Atlanta, Georgia	$174M	-$21.2M	9	0.05%	Reduced
20	Bank of America Charlotte, North Carolina	$173M	+$21.9M	9	0.03%	Increased
21	Citadel Advisors Miami, Florida	$167M	+$56.1M	10	0.07%	Increased
22	Teachers Advisors New York	$162M	-$781K	9	0.2%	Reduced
23	TIAA CREF Investment Management New York	$159M	-$3.84M	9	0.1%	Reduced
24	Fidelity International Hamilton, Bermuda	$158M	-$12M	2	0.23%	Reduced
25	Geode Capital Management Boston, Massachusetts	$156M	+$10.5M	9	0.04%	Increased