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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 1,359
Funds Holding Change +181
Funds Holding Growth +15%
Value $53.5B
Holding in Top 10 64
Top 10 Change +8
Top 10 Growth +14%
Value Growth +31%
New 293
Increased 432
Reduced 426
Closed 87
Capital Inflow $5.56B
Capital Outflow $4.78B
Net Capital Flow +$780M
Capital Flow Change -$2.7M
Calls $1.2B
Puts $963M
Net Calls +$238M
Put/Call Ratio 0.8