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 |
Vanguard Group
Malvern,
Pennsylvania
| $1.8B | -$6.23M | 8 | 0.06% | Reduced |
|
| 2 |
BlackRock
New York
| $1.79B | -$5.81M | 9 | 0.07% | Reduced |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $1.37B | +$22.8M | 3 | 0.28% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $1.05B | +$97.1M | 8 | 0.11% | Increased |
|
| 5 |
Neuberger Berman Group
New York
| $592M | +$94M | 5 | 0.7% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $496M | -$9.43M | 9 | 0.03% | Reduced |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $456M | +$213M | 9 | 0.25% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $364M | +$3.77M | 9 | 0.09% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $261M | +$876K | 10 | 0.05% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $234M | -$39.4M | 9 | 0.1% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $229M | +$36.1M | 9 | 0.08% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $225M | +$48.8M | 9 | 0.03% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $225M | -$1.54M | 10 | 0.05% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $214M | +$57.8M | 5 | 0.06% | Increased |
|
| 15 |
Goldman Sachs
New York
| $194M | -$41.8M | 9 | 0.06% | Reduced |
|
| 16 |
Robeco Schweiz
Zurich,
Switzerland
| $185M | +$40.8M | 2 | 5.47% | Increased |
|
| 17 |
Oaktree Capital Management
Los Angeles,
California
| $155M | $0 | 1 | 3.37% | Maintained |
|
| 18 |
Acadian Asset Management
Boston,
Massachusetts
| $150M | +$97.6M | 5 | 0.63% | Increased |
|
| 19 |
Victory Capital Management
San Antonio,
Texas
| $150M | +$165K | 7 | 0.19% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $150M | -$60M | 9 | 0.06% | Reduced |
|
| 21 |
Janus Henderson Group
London,
| $148M | -$1.18M | 2 | 0.08% | Reduced |
|
| 22 |
Charles Schwab
San Francisco,
California
| $147M | -$29.3M | 8 | 0.07% | Reduced |
|
| 23 |
First Trust Advisors
Wheaton,
Illinois
| $142M | +$14.9M | 5 | 0.23% | Increased |
|
| 24 |
Congress Asset Management
Boston,
Massachusetts
| $141M | +$4.4M | 2 | 1.53% | Increased |
|
| 25 |
Morgan Stanley
New York
| $134M | +$47M | 10 | 0.03% | Increased |
|