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
1,178
Funds Holding Change
+12
Funds Holding Growth
+1%
Value
$40.9B
Holding in Top 10
56
Top 10 Change
+7
Top 10 Growth
+14%
Value Growth
+18%
New
146
Increased
395
Reduced
436
Closed
127
Capital Inflow
$3.91B
Capital Outflow
$3.13B
Net Capital Flow
+$783M
Capital Flow Change
+$284M
Calls
$948M
Puts
$784M
Net Calls
+$165M
Put/Call Ratio
0.83