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
2401	Security National Bank Omaha, Nebraska	$4,863	+$2,569	2	0%	買い増し
2402	Front Row Advisors Tiburon, California	$4,720	$0	1	0%	維持
2403	Key Capital Management Hendersonville, Tn 37075, Tennessee	$4,433	+$2,676	2	0%	買い増し
2404	Basepoint Wealth Cedar Rapids, Iowa	$4,317	+$4,460	2	0%	買い増し
2405	Networth Advisors Canonsburg, Pennsylvania	$4,290	+$4,460	1	0%	新規
2406	Cheviot Value Management Beverly Hills, California	$3,804	$0	1	0%	維持
2407	Trifecta Capital Advisors Northbrook, Illinois	$3,743	+$3,600	3	0%	新規
2408	Game Plan Financial Advisors Westlake, Ohio	$3,728	+$2,040	5	0%	買い増し
2409	Smallwood Wealth Investment Management Red Bank, New Jersey	$3,678	-$2.35万	1	0%	減少
2410	WestEnd Advisors Charlotte, North Carolina	$3,513	+$510	3	0%	買い増し
2411	CCC Chelsea Counsel Company Los Angeles, California	$3,434	$0	1	0%	維持
2412	Fortis Group Advisors Westwood, New Jersey	$3,187	$0	1	0%	維持
2413	Pacific Center for Financial Services San Ramon, California	$3,068	$0	1	0%	維持
2414	Seneschal Advisors Tacoma, Washington	$3,025	$0	3	0%	維持
2415	Roble Belko & Company Sewickley, Pennsylvania	$3,000	-$354	1	0%	減少
2416	Strategic Wealth Advisors Scottsdale, Arizona	$3,000	$0	1	0%	維持
2417	Valued Wealth Advisors Holladay, Utah	$2,944	+$510	1	0%	買い増し
2418	Heritage Wealth Advisors Richmond, Virginia	$2,943	$0	1	0%	維持
2419	MWM Mascoma Wealth Management Hanover, New Hampshire	$2,927	+$708	3	0%	買い増し
2420	Ankerstar Wealth Leander, Texas	$2,761	+$2,476	1	0%	新規
2421	City Holding Co Charleston, West Virginia	$2,656	$0	1	0%	維持
2422	Capital Analysts LLC Fort Washington, Pennsylvania	$2,490	+$2,078	2	0%	新規
2423	Godfrey Financial Associates Glenmont, New York	$2,490	-$198	2	0%	減少
2424	MFC Mechanics Financial Corp Mansfield, Ohio	$2,330	+$2,422	2	0%	新規
2425	MidFirst Bank Oklahoma City, Oklahoma	$2,324	-$4.69万	1	0%	減少