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
2,105
Funds Holding Change
+285
Funds Holding Growth
+16%
Value
$191B
Holding in Top 10
161
Top 10 Change
+51
Top 10 Growth
+46%
Value Growth
+44%
New
455
Increased
750
Reduced
723
Closed
146
Capital Inflow
$42B
Capital Outflow
$22.6B
Net Capital Flow
+$19.4B
Capital Flow Change
+$11.2B
Calls
$12.2B
Puts
$10.2B
Net Calls
+$1.98B
Put/Call Ratio
0.84