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
813
Funds Holding Change
+3
Funds Holding Growth
+0.4%
Value
$17.2B
Holding in Top 10
32
Top 10 Change
-6
Top 10 Growth
-16%
Value Growth
-2%
New
104
Increased
315
Reduced
273
Closed
92
Capital Inflow
$2.14B
Capital Outflow
$1.32B
Net Capital Flow
+$819M
Capital Flow Change
+$120M
Calls
$612M
Puts
$451M
Net Calls
+$161M
Put/Call Ratio
0.74