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
Calls
Puts
Net calls
Funds Holding
628
Funds Holding Change
+28
Funds Holding Growth
+5%
Value
$10B
Holding in Top 10
22
Top 10 Change
+8
Top 10 Growth
+57%
Value Growth
+6%
New
94
Increased
232
Reduced
206
Closed
62
Capital Inflow
$1.86B
Capital Outflow
$1.73B
Net Capital Flow
+$125M
Capital Flow Change
-$324M
Calls
$199M
Puts
$163M
Net Calls
+$36M
Put/Call Ratio
0.82