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
810
Funds Holding Change
-14
Funds Holding Growth
-2%
Value
$18B
Holding in Top 10
24
Top 10 Change
-5
Top 10 Growth
-17%
Value Growth
+17%
New
116
Increased
300
Reduced
272
Closed
119
Capital Inflow
$1.75B
Capital Outflow
$1.75B
Net Capital Flow
-$6.04M
Capital Flow Change
-$495M
Calls
$285M
Puts
$245M
Net Calls
+$40.7M
Put/Call Ratio
0.86