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
608
Funds Holding Change
+49
Funds Holding Growth
+9%
Value
$9.6B
Holding in Top 10
27
Top 10 Change
+8
Top 10 Growth
+42%
Value Growth
-6%
New
109
Increased
217
Reduced
190
Closed
56
Capital Inflow
$1.67B
Capital Outflow
$1.16B
Net Capital Flow
+$513M
Capital Flow Change
+$661M
Calls
$434M
Puts
$397M
Net Calls
+$37.1M
Put/Call Ratio
0.91