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
1,166
Funds Holding Change
+34
Funds Holding Growth
+3%
Value
$34.6B
Holding in Top 10
49
Top 10 Change
+16
Top 10 Growth
+48%
Value Growth
+14%
New
153
Increased
401
Reduced
410
Closed
103
Capital Inflow
$2.91B
Capital Outflow
$2.41B
Net Capital Flow
+$499M
Capital Flow Change
-$474M
Calls
$679M
Puts
$434M
Net Calls
+$245M
Put/Call Ratio
0.64