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
| $1.84B | +$99.1M | 10 | 0.08% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.5B | +$61.1M | 9 | 0.06% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $699M | +$49.8M | 4 | 0.16% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $457M | +$47.7M | 9 | 0.03% | Increased |
|
| 5 |
Bank of New York Mellon
New York
| $415M | -$11M | 9 | 0.11% | Reduced |
|
| 6 |
Dimensional Fund Advisors
Austin,
Texas
| $406M | +$64.5M | 9 | 0.16% | Increased |
|
| 7 |
Neuberger Berman Group
New York
| $388M | +$56.8M | 6 | 0.47% | Increased |
|
| 8 |
Nuveen
Charlotte,
North Carolina
| $339M | +$13M | 9 | 0.14% | Increased |
|
| 9 |
Goldman Sachs
New York
| $329M | +$78.7M | 9 | 0.09% | Increased |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $302M | +$15.2M | 2 | 0.1% | Increased |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $280M | +$75.5M | 9 | 0.17% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $256M | -$10.1M | 9 | 0.06% | Reduced |
|
| 13 |
Fidelity Investments
Boston,
Massachusetts
| $252M | -$58.4M | 7 | 0.03% | Reduced |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $246M | +$30.7M | 9 | 0.04% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $232M | +$38.3M | 9 | 0.05% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $187M | +$13.8M | 9 | 0.05% | Increased |
|
| 17 |
Citadel Advisors
Miami,
Florida
| $183M | -$26.5M | 9 | 0.09% | Reduced |
|
| 18 |
D.E. Shaw & Co
New York
| $178M | +$18M | 9 | 0.22% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $171M | -$44.8M | 9 | 0.08% | Reduced |
|
| 20 |
Norges Bank
Oslo,
Norway
| $159M | +$10.7M | 6 | 0.05% | Increased |
|
| 21 |
Victory Capital Management
San Antonio,
Texas
| $150M | +$65.6M | 9 | 0.19% | Increased |
|
| 22 |
Fidelity International
Hamilton,
Bermuda
| $148M | +$46.1M | 2 | 0.22% | Increased |
|
| 23 |
First Trust Advisors
Wheaton,
Illinois
| $143M | +$135M | 4 | 0.27% | Increased |
|
| 24 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $140M | +$29.4M | 2 | 0.37% | Increased |
|
| 25 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
| $139M | -$14.2M | 1 | 3.91% | Reduced |
|