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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 893
Funds Holding Change -25
Funds Holding Growth -3%
Value $19.1B
Holding in Top 10 35
Top 10 Change +6
Top 10 Growth +21%
Value Growth +12%
New 161
Increased 277
Reduced 341
Closed 167
Capital Inflow $2.01B
Capital Outflow $2.49B
Net Capital Flow -$474M
Capital Flow Change -$1.26B
Calls $305M
Puts $340M
Net Calls -$34.7M
Put/Call Ratio 1.11