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
1,287
Funds Holding Change
-72
Funds Holding Growth
-5%
Value
$38.1B
Holding in Top 10
41
Top 10 Change
-23
Top 10 Growth
-36%
Value Growth
-29%
New
162
Increased
480
Reduced
440
Closed
213
Capital Inflow
$5.19B
Capital Outflow
$5.93B
Net Capital Flow
-$740M
Capital Flow Change
-$1.52B
Calls
$880M
Puts
$681M
Net Calls
+$199M
Put/Call Ratio
0.77