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
868
Funds Holding Change
+30
Funds Holding Growth
+4%
Value
$14B
Holding in Top 10
28
Top 10 Change
+2
Top 10 Growth
+8%
Value Growth
-18%
New
167
Increased
303
Reduced
286
Closed
130
Capital Inflow
$1.91B
Capital Outflow
$2.25B
Net Capital Flow
-$337M
Capital Flow Change
+$14.2M
Calls
$276M
Puts
$244M
Net Calls
+$31.8M
Put/Call Ratio
0.88