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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 766
Funds Holding Change +22
Funds Holding Growth +3%
Value $13.1B
Holding in Top 10 26
Top 10 Change 0
Top 10 Growth 0%
Value Growth +7%
New 119
Increased 271
Reduced 281
Closed 83
Capital Inflow $1.59B
Capital Outflow $891M
Net Capital Flow +$697M
Capital Flow Change +$19.9M
Calls $227M
Puts $112M
Net Calls +$115M
Put/Call Ratio 0.5