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
709
Funds Holding Change
-19
Funds Holding Growth
-3%
Value
$9.61B
Holding in Top 10
23
Top 10 Change
-8
Top 10 Growth
-26%
Value Growth
-14%
New
80
Increased
264
Reduced
258
Closed
94
Capital Inflow
$1.35B
Capital Outflow
$1.34B
Net Capital Flow
+$18.7M
Capital Flow Change
-$212M
Calls
$140M
Puts
$102M
Net Calls
+$38.3M
Put/Call Ratio
0.73