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
| $5.99B | +$671M | 11 | 0.12% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $5.69B | +$41.5M | 10 | 0.1% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $4.24B | +$130M | 10 | 0.25% | Increased |
|
| 4 |
Invesco
Atlanta,
Georgia
| $1.99B | -$212M | 10 | 0.37% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $1.62B | +$18.9M | 11 | 0.06% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $1.36B | +$131M | 12 | 0.1% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.05B | +$430M | 9 | 0.12% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $981M | +$11.2M | 12 | 0.08% | Increased |
|
| 9 |
Dodge & Cox
San Francisco,
California
| $970M | -$40M | 1 | 0.56% | Reduced |
|
| 10 |
Artisan Partners
Milwaukee,
Wisconsin
| $955M | +$38M | 3 | 1.44% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $914M | -$54.9M | 9 | 0.22% | Reduced |
|
| 12 |
Point72 Asset Management
Stamford,
Connecticut
| $881M | -$323M | 5 | 1.94% | Reduced |
|
| 13 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $639M | -$18.6M | 3 | 2.18% | Reduced |
|
| 14 |
AllianceBernstein
Nashville,
Tennessee
| $600M | +$29.9M | 10 | 0.2% | Increased |
|
| 15 |
Morgan Stanley
New York
| $591M | +$58.2M | 12 | 0.04% | Increased |
|
| 16 |
Polar Capital Holdings
London,
United Kingdom
| $585M | +$222M | 5 | 3.27% | Increased |
|
| 17 |
Capital Research Global Investors
Los Angeles,
California
| $506M | -$33.9M | 4 | 0.1% | Reduced |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $498M | +$84.8M | 10 | 0.07% | Increased |
|
| 19 |
Neuberger Berman Group
New York
| $462M | +$21.3M | 8 | 0.37% | Increased |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $445M | -$254M | 6 | 0.08% | Reduced |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $432M | +$82.1M | 9 | 0.12% | Increased |
|
| 22 |
Norges Bank
Oslo,
Norway
| $421M | +$54.9M | 5 | 0.06% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $418M | +$6.12M | 10 | 0.08% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $413M | -$110M | 12 | 0.03% | Reduced |
|
| 25 |
Bank of New York Mellon
New York
| $397M | -$14.3M | 10 | 0.07% | Reduced |
|