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
Increased
Reduced
Net increased
Funds Holding
559
Funds Holding Change
+28
Funds Holding Growth
+5%
Value
$10.2B
Holding in Top 10
19
Top 10 Change
+4
Top 10 Growth
+27%
Value Growth
+5%
New
117
Increased
161
Reduced
208
Closed
83
Capital Inflow
$1.87B
Capital Outflow
$2.01B
Net Capital Flow
-$148M
Capital Flow Change
-$111M
Calls
$405M
Puts
$406M
Net Calls
-$584K
Put/Call Ratio
1