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
Value
Increase
Decrease
Funds Holding
575
Funds Holding Change
+7
Funds Holding Growth
+1%
Value
$8.37B
Holding in Top 10
22
Top 10 Change
+8
Top 10 Growth
+57%
Value Growth
+3%
New
98
Increased
164
Reduced
234
Closed
83
Capital Inflow
$1.1B
Capital Outflow
$1.53B
Net Capital Flow
-$431M
Capital Flow Change
-$4.53M
Calls
$368M
Puts
$302M
Net Calls
+$66M
Put/Call Ratio
0.82