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
1,132
Funds Holding Change
-34
Funds Holding Growth
-3%
Value
$30.3B
Holding in Top 10
35
Top 10 Change
+1
Top 10 Growth
+3%
Value Growth
+7%
New
122
Increased
424
Reduced
388
Closed
145
Capital Inflow
$3.25B
Capital Outflow
$2.27B
Net Capital Flow
+$977M
Capital Flow Change
+$78.3M
Calls
$832M
Puts
$765M
Net Calls
+$67.1M
Put/Call Ratio
0.92