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
838
Funds Holding Change
+40
Funds Holding Growth
+5%
Value
$17.1B
Holding in Top 10
26
Top 10 Change
+3
Top 10 Growth
+13%
Value Growth
+0.7%
New
115
Increased
292
Reduced
274
Closed
71
Capital Inflow
$1.21B
Capital Outflow
$1.56B
Net Capital Flow
-$351M
Capital Flow Change
+$1.11B
Calls
$281M
Puts
$228M
Net Calls
+$53.2M
Put/Call Ratio
0.81