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
1,242
Funds Holding Change
-11
Funds Holding Growth
-0.9%
Value
$32.2B
Holding in Top 10
42
Top 10 Change
+3
Top 10 Growth
+8%
Value Growth
-11%
New
137
Increased
412
Reduced
472
Closed
134
Capital Inflow
$2.84B
Capital Outflow
$2.69B
Net Capital Flow
+$149M
Capital Flow Change
-$915M
Calls
$536M
Puts
$466M
Net Calls
+$70.5M
Put/Call Ratio
0.87