← すべてのテーマ 半導体

フォトニクス・光インターコネクト

フォトニクスは、電気ではなく光としてデータを伝送します。大規模なAIクラスターでラック間の通信を担う現実的な方法は、これしかありません。光トランシーバーやコパッケージドオプティクス自体が、新たなボトルネックになっています。

20銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
1601
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$74.2万 -$6859万 1 0.01% 減少
1602
GLOBALT Investments
GLOBALT Investments
Georgia
$74万 +$77万 1 0.03% 新規
1603
Southern Michigan Bank & Trust
Southern Michigan Bank & Trust
Michigan
$73.7万 $0 2 0.26% 維持
1604
Perennial Investment Advisors
Perennial Investment Advisors
California
$73.7万 +$7.14万 1 0.05% 買い増し
1605
Silver Oak Securities
Silver Oak Securities
Tennessee
$73.1万 -$50.6万 2 0.04% 減少
1606
LCM Capital Management
LCM Capital Management
Illinois
$72.7万 -$18万 1 0.32% 減少
1607
Eastern Bank
Eastern Bank
Massachusetts
$72.5万 +$16.9万 5 0.01% 買い増し
1608
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$72.4万 +$63.5万 7 0.02% 買い増し
1609
CWA Asset Management Group
CWA Asset Management Group
Florida
$72.1万 +$70.6万 3 0.02% 新規
1610
WMS
Wealth Management Strategies
Pennsylvania
$71.5万 -$2.33万 1 0.28% 減少
1611
Gallo Partners
Gallo Partners
New Jersey
$71.5万 -$18.7万 1 1.59% 減少
1612
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$71.5万 +$25万 2 0.06% 買い増し
1613
CWC Advisors
CWC Advisors
Oregon
$71.5万 -$5.62万 1 0.32% 減少
1614
Pure Financial Advisors
Pure Financial Advisors
California
$71.3万 +$64.1万 3 0.01% 新規
1615
Claret Asset Management
Claret Asset Management
Quebec, Canada
$70.9万 -$87.6万 3 0.08% 減少
1616
BTG Pactual Asset Management US
BTG Pactual Asset Management US
New York
$70.8万 +$72万 3 0.04% 新規
1617
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$70.8万 -$7.04万 1 0.05% 減少
1618
denkapparat Operations
denkapparat Operations
Germany
$70.7万 -$5.45万 1 0.23% 減少
1619
City Center Advisors LLC
City Center Advisors LLC
Michigan
$70.6万 +$1.05万 1 0.57% 買い増し
1620
Persistent Asset Partners
Persistent Asset Partners
Hong Kong
$70.5万 -$2665万 5 0.21% 減少
1621
Reliant Investment Management
Reliant Investment Management
Tennessee
$70.2万 -$3,537 1 0.25% 減少
1622
Blueprint Investment Partners
Blueprint Investment Partners
North Carolina
$70.2万 +$61.5万 1 0.06% 新規
1623
Sovereign Financial Group
Sovereign Financial Group
Connecticut
$69.9万 +$63万 3 0.11% 新規
1624
Cooper Financial Group
Cooper Financial Group
California
$69.9万 +$14万 2 0.06% 買い増し
1625
IAIM
International Assets Investment Management
Florida
$69.8万 +$26.9万 4 0.04% 買い増し