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
918
Funds Holding Change
+6
Funds Holding Growth
+0.7%
Value
$17B
Holding in Top 10
29
Top 10 Change
-6
Top 10 Growth
-17%
Value Growth
+5%
New
109
Increased
397
Reduced
285
Closed
95
Capital Inflow
$2.31B
Capital Outflow
$1.52B
Net Capital Flow
+$790M
Capital Flow Change
+$685M
Calls
$257M
Puts
$293M
Net Calls
-$36.2M
Put/Call Ratio
1.14