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
1,116
Funds Holding Change
-16
Funds Holding Growth
-1%
Value
$27.5B
Holding in Top 10
32
Top 10 Change
-3
Top 10 Growth
-9%
Value Growth
-9%
New
100
Increased
415
Reduced
378
Closed
103
Capital Inflow
$1.75B
Capital Outflow
$1.74B
Net Capital Flow
+$10.4M
Capital Flow Change
-$967M
Calls
$797M
Puts
$651M
Net Calls
+$146M
Put/Call Ratio
0.82