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
1,359
Funds Holding Change
+181
Funds Holding Growth
+15%
Value
$53.5B
Holding in Top 10
64
Top 10 Change
+8
Top 10 Growth
+14%
Value Growth
+31%
New
293
Increased
432
Reduced
426
Closed
87
Capital Inflow
$5.56B
Capital Outflow
$4.78B
Net Capital Flow
+$780M
Capital Flow Change
-$2.7M
Calls
$1.2B
Puts
$963M
Net Calls
+$238M
Put/Call Ratio
0.8