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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 1,108
Funds Holding Change -14
Funds Holding Growth -1%
Value $24.4B
Holding in Top 10 35
Top 10 Change +7
Top 10 Growth +25%
Value Growth -1%
New 118
Increased 361
Reduced 410
Closed 122
Capital Inflow $2.36B
Capital Outflow $2.38B
Net Capital Flow -$21.3M
Capital Flow Change -$592M
Calls $616M
Puts $348M
Net Calls +$268M
Put/Call Ratio 0.56