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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	Fidelity Investments Boston, Massachusetts	$23.1B	+$70.5M	10	1.22%	Increased
2	BlackRock New York	$18.8B	-$956M	11	0.33%	Reduced
3	Vanguard Capital Management Malvern, Pennsylvania	$11.4B	+$9.95B	8	0.28%	New
4	Vanguard Portfolio Management Malvern, Pennsylvania	$9.59B	+$8.53B	8	0.5%	New
5	State Street Boston, Massachusetts	$7.55B	+$1.62B	10	0.26%	Increased
6	JP Morgan Chase New York	$6.64B	+$167M	10	0.43%	Increased
7	Geode Capital Management Boston, Massachusetts	$5.2B	+$1.47B	10	0.32%	Increased
8	Invesco Atlanta, Georgia	$4.1B	-$341M	9	0.4%	Reduced
9	T. Rowe Price Associates Baltimore, Maryland	$3.81B	+$488M	8	0.44%	Increased
10	Nvidia Corp Santa Clara, California	$3.19B	+$1.78B	2	17.38%	Increased
11	Morgan Stanley New York	$2.44B	+$169M	11	0.15%	Increased
12	UBS Group Zurich, Switzerland	$2.2B	+$92M	11	0.33%	Increased
13	Goldman Sachs New York	$2.04B	+$434M	10	0.23%	Increased
14	Charles Schwab San Francisco, California	$1.98B	+$347M	9	0.3%	Increased
15	Bank of America Charlotte, North Carolina	$1.9B	+$38.2M	10	0.14%	Increased
16	Capital Research Global Investors Los Angeles, California	$1.82B	+$496M	4	0.28%	Increased
17	WAM WT Asset Management Hong Kong	$1.68B	+$991M	3	35.13%	Increased
18	Capital World Investors Los Angeles, California	$1.6B	-$1.31B	3	0.22%	Reduced
19	Northern Trust Chicago, Illinois	$1.58B	+$62.2M	9	0.21%	Increased
20	Polar Capital Holdings London, United Kingdom	$1.49B	-$209M	4	5.3%	Reduced
21	VOYA Investment Management Atlanta, Georgia	$1.31B	+$141M	8	1.36%	Increased
22	Point72 Asset Management Stamford, Connecticut	$1.3B	-$731M	8	1.66%	Reduced
23	Dimensional Fund Advisors Austin, Texas	$1.24B	-$268M	8	0.26%	Reduced
24	T. Rowe Price Investment Management Baltimore, Maryland	$1.21B	-$35M	3	0.84%	Reduced
25	Wellington Management Group Boston, Massachusetts	$1.2B	+$92.8M	7	0.22%	Increased