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
893
Funds Holding Change
-25
Funds Holding Growth
-3%
Value
$19.1B
Holding in Top 10
35
Top 10 Change
+6
Top 10 Growth
+21%
Value Growth
+12%
New
161
Increased
277
Reduced
341
Closed
167
Capital Inflow
$2.01B
Capital Outflow
$2.49B
Net Capital Flow
-$474M
Capital Flow Change
-$1.26B
Calls
$305M
Puts
$340M
Net Calls
-$34.7M
Put/Call Ratio
1.11