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
1,132
Funds Holding Change
+26
Funds Holding Growth
+2%
Value
$30.3B
Holding in Top 10
33
Top 10 Change
+4
Top 10 Growth
+14%
Value Growth
+14%
New
151
Increased
380
Reduced
394
Closed
110
Capital Inflow
$3.65B
Capital Outflow
$2.67B
Net Capital Flow
+$973M
Capital Flow Change
+$32.7M
Calls
$706M
Puts
$444M
Net Calls
+$263M
Put/Call Ratio
0.63