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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	BlackRock New York	$4.01B	-$202M	10	0.08%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.82B	-$182M	9	0.07%	Reduced
3	Fidelity Investments Boston, Massachusetts	$3.43B	+$299M	9	0.22%	Increased
4	Invesco Atlanta, Georgia	$1.16B	-$352M	9	0.22%	Reduced
5	Point72 Asset Management Stamford, Connecticut	$1.12B	+$661M	7	2.55%	Increased
6	State Street Boston, Massachusetts	$1.11B	-$21.1M	10	0.05%	Reduced
7	Artisan Partners Milwaukee, Wisconsin	$906M	-$17.9M	3	1.46%	Reduced
8	JP Morgan Chase New York	$781M	-$213M	11	0.06%	Reduced
9	Geode Capital Management Boston, Massachusetts	$682M	+$12.4M	11	0.05%	Increased
10	Dimensional Fund Advisors Austin, Texas	$561M	-$123M	8	0.14%	Reduced
11	Morgan Stanley New York	$530M	+$116M	11	0.04%	Increased
12	Wellington Management Group Boston, Massachusetts	$467M	+$205M	5	0.09%	Increased
13	T. Rowe Price Associates Baltimore, Maryland	$460M	-$393M	8	0.06%	Reduced
14	AllianceBernstein Nashville, Tennessee	$446M	+$26.1M	9	0.16%	Increased
15	Pzena Investment Management New York	$424M	-$16.5M	1	1.48%	Reduced
16	Capital World Investors Los Angeles, California	$423M	+$254M	2	0.07%	Increased
17	Dodge & Cox San Francisco, California	$418M	-$315M	1	0.24%	Reduced
18	Bank of America Charlotte, North Carolina	$416M	+$154M	11	0.03%	Increased
19	Neuberger Berman Group New York	$381M	+$102M	7	0.32%	Increased
20	Polar Capital Holdings London, United Kingdom	$371M	-$44.5M	5	2.26%	Reduced
21	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$366M	-$117M	3	1.33%	Reduced
22	UBS Group Zurich, Switzerland	$341M	+$55.8M	10	0.06%	Increased
23	Citadel Advisors Miami, Florida	$341M	+$105M	10	0.06%	Increased
24	Northern Trust Chicago, Illinois	$333M	-$24.8M	9	0.05%	Reduced
25	Capital Research Global Investors Los Angeles, California	$330M	-$37.1M	3	0.07%	Reduced