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
1,166
Funds Holding Change
+67
Funds Holding Growth
+6%
Value
$28.4B
Holding in Top 10
34
Top 10 Change
-7
Top 10 Growth
-17%
Value Growth
-0.3%
New
202
Increased
445
Reduced
368
Closed
120
Capital Inflow
$3.54B
Capital Outflow
$2.64B
Net Capital Flow
+$899M
Capital Flow Change
+$403M
Calls
$803M
Puts
$634M
Net Calls
+$169M
Put/Call Ratio
0.79