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
728
Funds Holding Change
+29
Funds Holding Growth
+4%
Value
$11.2B
Holding in Top 10
31
Top 10 Change
-2
Top 10 Growth
-6%
Value Growth
+2%
New
115
Increased
283
Reduced
227
Closed
79
Capital Inflow
$1.52B
Capital Outflow
$1.29B
Net Capital Flow
+$231M
Capital Flow Change
-$106M
Calls
$179M
Puts
$112M
Net Calls
+$66.8M
Put/Call Ratio
0.63