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
1,015
Funds Holding Change
-7
Funds Holding Growth
-0.7%
Value
$19.2B
Holding in Top 10
33
Top 10 Change
-14
Top 10 Growth
-30%
Value Growth
-13%
New
119
Increased
374
Reduced
362
Closed
117
Capital Inflow
$2.28B
Capital Outflow
$1.89B
Net Capital Flow
+$384M
Capital Flow Change
+$432M
Calls
$376M
Puts
$343M
Net Calls
+$33.2M
Put/Call Ratio
0.91