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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

Calls
Puts
Net calls
Funds Holding 798
Funds Holding Change -12
Funds Holding Growth -1%
Value $17B
Holding in Top 10 23
Top 10 Change -1
Top 10 Growth -4%
Value Growth -6%
New 93
Increased 295
Reduced 262
Closed 99
Capital Inflow $1.55B
Capital Outflow $3.01B
Net Capital Flow -$1.46B
Capital Flow Change -$1.45B
Calls $336M
Puts $304M
Net Calls +$31.9M
Put/Call Ratio 0.91