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
908
Funds Holding Change
+15
Funds Holding Growth
+2%
Value
$16.6B
Holding in Top 10
46
Top 10 Change
+11
Top 10 Growth
+31%
Value Growth
-13%
New
144
Increased
323
Reduced
318
Closed
116
Capital Inflow
$1.73B
Capital Outflow
$1.74B
Net Capital Flow
-$10.8M
Capital Flow Change
+$464M
Calls
$233M
Puts
$244M
Net Calls
-$11.1M
Put/Call Ratio
1.05