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
1,079
Funds Holding Change
-29
Funds Holding Growth
-3%
Value
$22.7B
Holding in Top 10
26
Top 10 Change
-9
Top 10 Growth
-26%
Value Growth
-7%
New
108
Increased
373
Reduced
399
Closed
127
Capital Inflow
$2.45B
Capital Outflow
$2.01B
Net Capital Flow
+$440M
Capital Flow Change
+$462M
Calls
$471M
Puts
$303M
Net Calls
+$168M
Put/Call Ratio
0.64