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
1,106
Funds Holding Change
+27
Funds Holding Growth
+3%
Value
$26.5B
Holding in Top 10
29
Top 10 Change
+3
Top 10 Growth
+12%
Value Growth
+17%
New
159
Increased
309
Reduced
436
Closed
119
Capital Inflow
$2.39B
Capital Outflow
$1.45B
Net Capital Flow
+$940M
Capital Flow Change
+$500M
Calls
$470M
Puts
$370M
Net Calls
+$101M
Put/Call Ratio
0.79