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
-79
Funds Holding Growth
-7%
Value
$22.3B
Holding in Top 10
37
Top 10 Change
-5
Top 10 Growth
-12%
Value Growth
-9%
New
94
Increased
422
Reduced
389
Closed
155
Capital Inflow
$3.37B
Capital Outflow
$2.3B
Net Capital Flow
+$1.07B
Capital Flow Change
+$1.02B
Calls
$440M
Puts
$246M
Net Calls
+$194M
Put/Call Ratio
0.56