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
Holding in Top 10
Increase
Decrease
Funds Holding
2,450
Funds Holding Change
+345
Funds Holding Growth
+16%
Value
$289B
Holding in Top 10
136
Top 10 Change
-25
Top 10 Growth
-16%
Value Growth
+51%
New
528
Increased
1,005
Reduced
741
Closed
161
Capital Inflow
$40.6B
Capital Outflow
$36.5B
Net Capital Flow
+$4.1B
Capital Flow Change
-$15.3B
Calls
$23B
Puts
$21.9B
Net Calls
+$1.03B
Put/Call Ratio
0.96