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
1,253
Funds Holding Change
+137
Funds Holding Growth
+12%
Value
$36.2B
Holding in Top 10
39
Top 10 Change
+7
Top 10 Growth
+22%
Value Growth
+31%
New
245
Increased
394
Reduced
411
Closed
93
Capital Inflow
$3.06B
Capital Outflow
$1.99B
Net Capital Flow
+$1.06B
Capital Flow Change
+$1.05B
Calls
$933M
Puts
$883M
Net Calls
+$49.4M
Put/Call Ratio
0.95