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
New
Increased
Maintained
Reduced
Closed
Funds Holding
744
Funds Holding Change
+35
Funds Holding Growth
+5%
Value
$12.3B
Holding in Top 10
26
Top 10 Change
+3
Top 10 Growth
+13%
Value Growth
+28%
New
101
Increased
252
Reduced
280
Closed
58
Capital Inflow
$1.46B
Capital Outflow
$786M
Net Capital Flow
+$677M
Capital Flow Change
+$658M
Calls
$205M
Puts
$135M
Net Calls
+$69.5M
Put/Call Ratio
0.66