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
586
Funds Holding Change
-22
Funds Holding Growth
-4%
Value
$8.9B
Holding in Top 10
14
Top 10 Change
-13
Top 10 Growth
-48%
Value Growth
-7%
New
60
Increased
212
Reduced
230
Closed
81
Capital Inflow
$1.15B
Capital Outflow
$1.21B
Net Capital Flow
-$61.6M
Capital Flow Change
-$575M
Calls
$499M
Puts
$279M
Net Calls
+$219M
Put/Call Ratio
0.56