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
699
Funds Holding Change
+47
Funds Holding Growth
+7%
Value
$11B
Holding in Top 10
33
Top 10 Change
+5
Top 10 Growth
+18%
Value Growth
+11%
New
126
Increased
262
Reduced
217
Closed
68
Capital Inflow
$1.48B
Capital Outflow
$1.15B
Net Capital Flow
+$337M
Capital Flow Change
-$825M
Calls
$242M
Puts
$141M
Net Calls
+$101M
Put/Call Ratio
0.58