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
1,133
Funds Holding Change
+17
Funds Holding Growth
+2%
Value
$23.3B
Holding in Top 10
36
Top 10 Change
-1
Top 10 Growth
-3%
Value Growth
+4%
New
147
Increased
360
Reduced
422
Closed
107
Capital Inflow
$1.94B
Capital Outflow
$2.15B
Net Capital Flow
-$211M
Capital Flow Change
-$1.28B
Calls
$439M
Puts
$293M
Net Calls
+$146M
Put/Call Ratio
0.67