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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	$8.77B	+$193M	10	0.15%	Increased
2	Vanguard Group Malvern, Pennsylvania	$8.69B	+$135M	8	0.13%	Increased
3	Fidelity Investments Boston, Massachusetts	$6.83B	+$146M	9	0.36%	Increased
4	JP Morgan Chase New York	$2.57B	+$295M	10	0.15%	Increased
5	State Street Boston, Massachusetts	$2.35B	-$27.8M	10	0.08%	Reduced
6	Invesco Atlanta, Georgia	$1.87B	-$39.8M	8	0.29%	Reduced
7	Geode Capital Management Boston, Massachusetts	$1.62B	+$34.4M	9	0.1%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$1.49B	+$799M	8	0.16%	Increased
9	Point72 Asset Management Stamford, Connecticut	$1.39B	-$288M	7	2.33%	Reduced
10	Wellington Management Group Boston, Massachusetts	$1.23B	+$296M	5	0.22%	Increased
11	Bank of America Charlotte, North Carolina	$1.2B	+$252M	10	0.08%	Increased
12	Morgan Stanley New York	$1.03B	-$153M	11	0.06%	Reduced
13	Artisan Partners Milwaukee, Wisconsin	$941M	+$137M	4	1.34%	Increased
14	Capital World Investors Los Angeles, California	$928M	-$196M	2	0.13%	Reduced
15	Dimensional Fund Advisors Austin, Texas	$870M	-$178M	8	0.19%	Reduced
16	AllianceBernstein Nashville, Tennessee	$786M	-$163M	8	0.25%	Reduced
17	Capital Research Global Investors Los Angeles, California	$777M	-$213M	3	0.15%	Reduced
18	Polar Capital Holdings London, United Kingdom	$776M	-$358M	4	3.73%	Reduced
19	Arrowstreet Capital Boston, Massachusetts	$731M	+$450M	6	0.46%	Increased
20	Northern Trust Chicago, Illinois	$720M	+$6.09M	9	0.09%	Increased
21	T. Rowe Price Investment Management Baltimore, Maryland	$681M	+$359M	5	0.42%	Increased
22	Charles Schwab San Francisco, California	$673M	+$21.9M	9	0.11%	Increased
23	Ameriprise Minneapolis, Minnesota	$644M	+$35.9M	8	0.15%	Increased
24	Citadel Advisors Miami, Florida	$606M	+$20.2M	9	0.09%	Increased
25	UBS Group Zurich, Switzerland	$603M	+$23.9M	11	0.09%	Increased