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
568
Funds Holding Change
-18
Funds Holding Growth
-3%
Value
$8.1B
Holding in Top 10
14
Top 10 Change
0
Top 10 Growth
0%
Value Growth
-9%
New
60
Increased
210
Reduced
208
Closed
75
Capital Inflow
$1.02B
Capital Outflow
$1.45B
Net Capital Flow
-$427M
Capital Flow Change
-$365M
Calls
$324M
Puts
$296M
Net Calls
+$28.5M
Put/Call Ratio
0.91