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
794
Funds Holding Change
+28
Funds Holding Growth
+4%
Value
$15.7B
Holding in Top 10
37
Top 10 Change
+11
Top 10 Growth
+42%
Value Growth
+20%
New
112
Increased
301
Reduced
269
Closed
72
Capital Inflow
$3.42B
Capital Outflow
$1.24B
Net Capital Flow
+$2.18B
Capital Flow Change
+$1.48B
Calls
$277M
Puts
$175M
Net Calls
+$102M
Put/Call Ratio
0.63