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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	$1.52B	+$141M	10	0.08%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.16B	+$102M	8	0.05%	Increased
3	Bank of New York Mellon New York	$471M	-$106M	9	0.15%	Reduced
4	Wellington Management Group Boston, Massachusetts	$413M	-$62.4M	5	0.1%	Reduced
5	State Street Boston, Massachusetts	$375M	-$243K	9	0.03%	Reduced
6	Fidelity Investments Boston, Massachusetts	$335M	+$34.1M	8	0.05%	Increased
7	Dimensional Fund Advisors Austin, Texas	$333M	-$17.1M	9	0.15%	Reduced
8	AllianceBernstein Nashville, Tennessee	$321M	-$101M	9	0.24%	Reduced
9	Capital Research Global Investors Los Angeles, California	$285M	-$85.2M	2	0.1%	Reduced
10	Neuberger Berman Group New York	$264M	+$43.2M	6	0.37%	Increased
11	Goldman Sachs New York	$248M	+$34.4M	9	0.08%	Increased
12	Northern Trust Chicago, Illinois	$246M	+$17.2M	9	0.07%	Increased
13	Ameriprise Minneapolis, Minnesota	$216M	-$33.5M	9	0.11%	Reduced
14	Bank of America Charlotte, North Carolina	$186M	+$28.9M	9	0.03%	Increased
15	TIAA CREF Investment Management New York	$181M	+$35.9M	9	0.14%	Increased
16	Mackenzie Financial Toronto Ontario, Ontario, Canada	$177M	-$19.5M	2	0.47%	Reduced
17	Arrowstreet Capital Boston, Massachusetts	$158M	+$84.1M	7	0.42%	Increased
18	Teachers Advisors New York	$156M	+$13.5M	9	0.22%	Increased
19	Geode Capital Management Boston, Massachusetts	$144M	+$19.9M	9	0.04%	Increased
20	Invesco Atlanta, Georgia	$141M	-$2.28M	9	0.05%	Reduced
21	Fidelity International Hamilton, Bermuda	$140M	-$17.5M	2	0.25%	Reduced
22	Citadel Advisors Miami, Florida	$139M	+$18.2M	9	0.08%	Increased
23	AQR Capital Management Greenwich, Connecticut	$134M	+$82.6M	4	0.16%	Increased
24	Ariel Investments Chicago, Illinois	$123M	-$17.2M	1	1.71%	Reduced
25	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$117M	-$1.54M	2	0.23%	Reduced