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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

Inflow
Outflow
Net flow
Funds Holding 838
Funds Holding Change +40
Funds Holding Growth +5%
Value $17.1B
Holding in Top 10 26
Top 10 Change +3
Top 10 Growth +13%
Value Growth +0.7%
New 115
Increased 292
Reduced 274
Closed 71
Capital Inflow $1.21B
Capital Outflow $1.56B
Net Capital Flow -$351M
Capital Flow Change +$1.11B
Calls $281M
Puts $228M
Net Calls +$53.2M
Put/Call Ratio 0.81