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
1,122
Funds Holding Change
-11
Funds Holding Growth
-1%
Value
$24.7B
Holding in Top 10
28
Top 10 Change
-8
Top 10 Growth
-22%
Value Growth
+6%
New
116
Increased
430
Reduced
386
Closed
106
Capital Inflow
$2.15B
Capital Outflow
$1.58B
Net Capital Flow
+$571M
Capital Flow Change
+$781M
Calls
$292M
Puts
$286M
Net Calls
+$6.34M
Put/Call Ratio
0.98