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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 1,195
Funds Holding Change -47
Funds Holding Growth -4%
Value $24.6B
Holding in Top 10 42
Top 10 Change 0
Top 10 Growth 0%
Value Growth -24%
New 86
Increased 417
Reduced 457
Closed 116
Capital Inflow $2.03B
Capital Outflow $1.98B
Net Capital Flow +$51.9M
Capital Flow Change -$97.4M
Calls $459M
Puts $298M
Net Calls +$161M
Put/Call Ratio 0.65