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
New
Closed
Net new
Funds Holding
531
Funds Holding Change
+12
Funds Holding Growth
+2%
Value
$9.75B
Holding in Top 10
15
Top 10 Change
-2
Top 10 Growth
-12%
Value Growth
+28%
New
87
Increased
147
Reduced
211
Closed
70
Capital Inflow
$1.11B
Capital Outflow
$1.14B
Net Capital Flow
-$37.2M
Capital Flow Change
-$6.56B
Calls
$385M
Puts
$372M
Net Calls
+$12.8M
Put/Call Ratio
0.97