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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
Vanguard Group
Vanguard Group
Pennsylvania
$3.19B +$84.3M 10 0.06% Increased
2
BlackRock
BlackRock
New York
$2.93B -$18.9M 11 0.07% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.24B +$232M 11 0.15% Increased
4
Invesco
Invesco
Georgia
$998M +$163M 10 0.21% Increased
5
State Street
State Street
Massachusetts
$944M +$19.6M 10 0.04% Increased
6
Dodge & Cox
Dodge & Cox
California
$915M -$199M 1 0.53% Reduced
7
Artisan Partners
Artisan Partners
Wisconsin
$576M +$86.3M 2 0.83% Increased
8
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$556M +$9.54M 9 0.15% Increased
9
Geode Capital Management
Geode Capital Management
Massachusetts
$536M +$19.2M 11 0.05% Increased
10
Point72 Asset Management
Point72 Asset Management
Connecticut
$534M +$295M 7 1.29% Increased
11
JP Morgan Chase
JP Morgan Chase
New York
$522M +$16.5M 10 0.04% Increased
12
AllianceBernstein
AllianceBernstein
Tennessee
$377M +$14.9M 9 0.13% Increased
13
Neuberger Berman Group
Neuberger Berman Group
New York
$309M -$251M 6 0.26% Reduced
14
Macquarie Group
Macquarie Group
Australia
$304M -$58.6M 5 0.34% Reduced
15
Morgan Stanley
Morgan Stanley
New York
$295M -$63.7M 12 0.02% Reduced
16
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$282M +$48M 3 0.95% Increased
17
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$281M +$3.18M 1 0.17% Increased
18
Bank of New York Mellon
Bank of New York Mellon
New York
$276M +$12M 9 0.05% Increased
19
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$268M +$135M 8 0.03% Increased
20
Northern Trust
Northern Trust
Illinois
$251M -$13.7M 10 0.04% Reduced
21
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$246M -$2.08M 1 0.65% Reduced
22
Capital Research Global Investors
Capital Research Global Investors
California
$244M -$3.39M 2 0.06% Reduced
23
Pzena Investment Management
Pzena Investment Management
New York
$239M +$54M 1 0.82% Increased
24
Charles Schwab
Charles Schwab
California
$236M -$9.62M 10 0.05% Reduced
25
American Century Companies
American Century Companies
Missouri
$232M -$86.8M 8 0.15% Reduced