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
600
Funds Holding Change
+25
Funds Holding Growth
+4%
Value
$9.43B
Holding in Top 10
14
Top 10 Change
-8
Top 10 Growth
-36%
Value Growth
+13%
New
81
Increased
216
Reduced
209
Closed
53
Capital Inflow
$1.21B
Capital Outflow
$765M
Net Capital Flow
+$449M
Capital Flow Change
+$880M
Calls
$329M
Puts
$127M
Net Calls
+$202M
Put/Call Ratio
0.39