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
1,022
Funds Holding Change
+114
Funds Holding Growth
+13%
Value
$22.1B
Holding in Top 10
47
Top 10 Change
+1
Top 10 Growth
+2%
Value Growth
+33%
New
198
Increased
335
Reduced
347
Closed
75
Capital Inflow
$2.04B
Capital Outflow
$2.09B
Net Capital Flow
-$48.3M
Capital Flow Change
-$37.5M
Calls
$370M
Puts
$355M
Net Calls
+$15.2M
Put/Call Ratio
0.96