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
2426	Focused Wealth Management Newburgh, New York	$2,074	+$2,276	1	0%	新規
2427	Medallion Wealth Advisors Farmington, Connecticut	$2,060	+$1,784	2	0%	買い増し
2428	Halbert Hargrove Global Advisors Long Beach, California	$2,048	+$2,593	4	0%	新規
2429	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$2,000	+$1,089	1	0%	新規
2430	Bradley & Co Private Wealth Management Miami, Florida	$1,992	$0	1	0%	維持
2431	Nvest Wealth Strategies Powell, Ohio	$1,841	$0	2	0%	維持
2432	Burk Holdings Tulsa, Oklahoma	$1,753	$0	1	0%	維持
2433	Proffitt & Goodson Knoxville, Tennessee	$1,472	$0	1	0%	維持
2434	MS Monetary Solutions Dayton, Ohio	$1,448	+$566	1	0%	買い増し
2435	Atlantic Private Wealth Chapel Hill, North Carolina	$1,360	$0	1	0%	維持
2436	Breakwater Investment Management Seattle, Washington	$1,222	+$1,051	2	0%	新規
2437	Roxbury Financial Mount Arlington, New Jersey	$1,222	+$1,184	1	0%	新規
2438	Highland Investment Advisors Ponte Vedra, Florida	$1,208	+$1,171	1	0%	新規
2439	Logan Capital Management Newtown Square, Pennsylvania	$1,049	+$1,017	1	0%	新規
2440	Barrett & Company Providence, Rhode Island	$1,044	+$892	2	0%	買い増し
2441	Winch Advisory Services Appleton, Wisconsin	$1,041	$0	1	0%	維持
2442	HCM Horrell Capital Management Little Rock, Arkansas	$1,000	+$593	1	0%	新規
2443	Pin Oak Investment Advisors Houston, Texas	$1,000	+$811	1	0%	新規
2444	Vanguard Advisers Inc Malvern, Pennsylvania	$930	+$901	1	0%	新規
2445	Maryland Capital Advisors Chester, Maryland	$886	+$864	2	0%	新規
2446	Tower Trust & Investment Company Davenport, Iowa	$823	+$798	1	0%	新規
2447	Fairway Wealth Independence, Ohio	$771	+$816	1	0%	新規
2448	Brooklyn FI New York	$685	+$593	1	0%	新規
2449	Cherry Tree Wealth Management Minnetonka, Minnesota	$518	$0	1	0%	維持
2450	Cordant Inc Portland, Oregon	$505	+$354	1	0%	新規