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
824
Funds Holding Change
+11
Funds Holding Growth
+1%
Value
$15.4B
Holding in Top 10
29
Top 10 Change
-3
Top 10 Growth
-9%
Value Growth
-10%
New
135
Increased
267
Reduced
311
Closed
117
Capital Inflow
$2.32B
Capital Outflow
$1.83B
Net Capital Flow
+$489M
Capital Flow Change
-$330M
Calls
$358M
Puts
$273M
Net Calls
+$85.7M
Put/Call Ratio
0.76