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
942
Funds Holding Change
+74
Funds Holding Growth
+9%
Value
$16.7B
Holding in Top 10
33
Top 10 Change
+5
Top 10 Growth
+18%
Value Growth
+19%
New
168
Increased
385
Reduced
266
Closed
82
Capital Inflow
$2.23B
Capital Outflow
$1.47B
Net Capital Flow
+$769M
Capital Flow Change
+$1.11B
Calls
$250M
Puts
$214M
Net Calls
+$35.3M
Put/Call Ratio
0.86