← All themes Semiconductors

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

Inflow
Outflow
Net flow
Funds Holding 575
Funds Holding Change +7
Funds Holding Growth +1%
Value $8.37B
Holding in Top 10 22
Top 10 Change +8
Top 10 Growth +57%
Value Growth +3%
New 98
Increased 164
Reduced 234
Closed 83
Capital Inflow $1.1B
Capital Outflow $1.53B
Net Capital Flow -$431M
Capital Flow Change -$4.53M
Calls $368M
Puts $302M
Net Calls +$66M
Put/Call Ratio 0.82