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
| $2.82B | +$142M | 10 | 0.09% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.73B | +$68.3M | 9 | 0.08% | Increased |
|
| 3 |
Wellington Management Group
Boston,
Massachusetts
| $1.86B | -$178M | 3 | 0.34% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $1.64B | -$76.8M | 7 | 0.15% | Reduced |
|
| 5 |
Neuberger Berman Group
New York
| $817M | -$28M | 6 | 0.85% | Reduced |
|
| 6 |
State Street
Boston,
Massachusetts
| $767M | +$25.6M | 9 | 0.05% | Increased |
|
| 7 |
AllianceBernstein
Nashville,
Tennessee
| $634M | -$20.8M | 8 | 0.3% | Reduced |
|
| 8 |
Bank of New York Mellon
New York
| $517M | +$14.2M | 10 | 0.11% | Increased |
|
| 9 |
Geode Capital Management
Boston,
Massachusetts
| $405M | +$14.1M | 10 | 0.07% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $398M | +$39.4M | 9 | 0.12% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $341M | +$29.1M | 9 | 0.04% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $330M | -$3.6M | 10 | 0.06% | Reduced |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $326M | -$8.89M | 9 | 0.12% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $316M | +$6.08M | 5 | 0.07% | Increased |
|
| 15 |
SCC
Spring Creek Capital
Wichita,
Kansas
| $272M | +$189M | 2 | 20.02% | Increased |
|
| 16 |
Oaktree Capital Management
Los Angeles,
California
| $264M | $0 | 1 | 4.54% | Maintained |
|
| 17 |
Robeco Schweiz
Zurich,
Switzerland
| $255M | -$40.8M | 2 | 5.47% | Reduced |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $245M | +$25.9M | 8 | 0.08% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $244M | +$106M | 9 | 0.09% | Increased |
|
| 20 |
Victory Capital Management
San Antonio,
Texas
| $234M | +$3.59M | 7 | 0.26% | Increased |
|
| 21 |
Goldman Sachs
New York
| $228M | -$36.5M | 9 | 0.06% | Reduced |
|
| 22 |
Morgan Stanley
New York
| $227M | +$35.2M | 10 | 0.04% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $215M | -$1.81M | 8 | 0.09% | Reduced |
|
| 24 |
Pictet Asset Management (UK)
London,
United Kingdom
| $215M | +$58.2M | 4 | 0.28% | Increased |
|
| 25 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $205M | +$3.49M | 3 | 0.71% | Increased |
|