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
810
Funds Holding Change
+16
Funds Holding Growth
+2%
Value
$17.5B
Holding in Top 10
38
Top 10 Change
+1
Top 10 Growth
+3%
Value Growth
+11%
New
102
Increased
329
Reduced
273
Closed
79
Capital Inflow
$2.13B
Capital Outflow
$1.44B
Net Capital Flow
+$699M
Capital Flow Change
-$1.48B
Calls
$565M
Puts
$290M
Net Calls
+$275M
Put/Call Ratio
0.51