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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 918
Funds Holding Change +6
Funds Holding Growth +0.7%
Value $17B
Holding in Top 10 29
Top 10 Change -6
Top 10 Growth -17%
Value Growth +5%
New 109
Increased 397
Reduced 285
Closed 95
Capital Inflow $2.31B
Capital Outflow $1.52B
Net Capital Flow +$790M
Capital Flow Change +$685M
Calls $257M
Puts $293M
Net Calls -$36.2M
Put/Call Ratio 1.14