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
912
Funds Holding Change
-30
Funds Holding Growth
-3%
Value
$16.2B
Holding in Top 10
35
Top 10 Change
+2
Top 10 Growth
+6%
Value Growth
-3%
New
110
Increased
347
Reduced
333
Closed
129
Capital Inflow
$1.89B
Capital Outflow
$1.79B
Net Capital Flow
+$105M
Capital Flow Change
-$664M
Calls
$269M
Puts
$230M
Net Calls
+$39M
Put/Call Ratio
0.86